Who owns NORTHERN LTS FD TR IV?
- Ticker: PTL
- CUSIP Number: 66537j796
Tip: Access positions for across all investors
Analyze quarterly positions in Northern Lts Fd Tr Iv with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Northern Lts Fd Tr Iv stock
Who bought or sold NORTHERN LTS FD TR IV this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Inspire Advisors | 217k | $54M | 6% | Sep 2025 |
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| OneAscent Financial Services | 120k | $30M | -57% | Sep 2025 |
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| Plan A Wealth | 136k | $34M | 24% | Sep 2025 |
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| LPL Financial | 91k | $23M | 30% | Sep 2025 |
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| Christian Investment Advisors | 87k | $22M | -24% | Sep 2025 |
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| Strategic Equity Management | 55k | $14M | -3% | Sep 2025 |
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| Silver Oak Securities | 54k | $14M | 34% | Sep 2025 |
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| Stifel Financial | 47k | $12M | 100% | Sep 2025 |
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| CWM Advisors | 44k | $11M | 64% | Sep 2025 |
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| Belpointe Asset Management | 36k | $9.0M | 2% | Sep 2025 |
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| Moneywise | 32k | $8.0M | 1% | Sep 2025 |
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| Investment Research Partners | 29k | $7.3M | 100% | Sep 2025 |
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| United Capital Financial Advisers | 27k | $6.8M | 22% | Sep 2025 |
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| Legacy Wealth Asset Management | 26k | $6.6M | 2% | Sep 2025 |
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| PAX Financial Group | 24k | $6.1M | -4% | Sep 2025 |
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| Buckingham Strategic Partners | 24k | $5.9M | 100% | Sep 2025 |
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| Colony | 20k | $5.0M | 7% | Sep 2025 |
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| Commonwealth Equity Services | 18k | $4.4M | 15% | Sep 2025 |
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| Nations Financial Group | 14k | $3.6M | 669% | Sep 2025 |
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| Frontier Asset Management | 14k | $3.4M | 20% | Sep 2025 |
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| Pettinga Financial Advisors | 13k | $3.3M | 65% | Sep 2025 |
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| Raymond James Financial | 12k | $3.1M | 0% | Sep 2025 |
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| Sound Financial Strategies Group | 12k | $2.9M | -7% | Sep 2025 |
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| XY Planning Network | 11k | $2.4M | 0% | Sep 2025 |
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| Geneos Wealth Management | 10k | $2.6M | 2% | Sep 2025 |
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| ValMark Advisers | 10k | $2.5M | 6% | Sep 2025 |
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| Creative Financial Designs | 9.3k | $2.3M | 23% | Sep 2025 |
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| CWM | 9.3k | $2.3M | 8% | Sep 2025 |
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| Goldman Sachs Group | 8.5k | $2.1M | 334% | Sep 2025 |
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| Sowell Financial Services | 8.5k | $2.1M | -13% | Sep 2025 |
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| AE Wealth Management | 8.3k | $2.1M | 104% | Sep 2025 |
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| Cambridge Investment Research Advisors | 7.9k | $2.0M | -47% | Sep 2025 |
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| Envestnet Asset Management | 7.7k | $1.9M | 23% | Sep 2025 |
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| Jones Financial Companies, L.L | 6.9k | $1.7M | 160% | Sep 2025 |
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| Family Wealth Partners | 6.4k | $1.6M | 100% | Sep 2025 |
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| SageOak Financial | 5.7k | $1.4M | -2% | Sep 2025 |
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| Cetera Investment Advisers | 4.7k | $1.2M | 16% | Sep 2025 |
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| Pioneer Wealth Management Group | 4.5k | $1.1M | 28% | Sep 2025 |
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| Jane Street | 4.4k | $1.1M | 23% | Sep 2025 |
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| Advisor Group Holdings | 4.2k | $1.1M | 129% | Sep 2025 |
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| IFP Advisors | 3.5k | $878k | 1% | Sep 2025 |
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| First Heartland Consultants | 3.4k | $857k | -2% | Sep 2025 |
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| Envestnet Portfolio Solutions | 3.1k | $782k | 88% | Sep 2025 |
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| PFG Investments | 3.1k | $768k | 0% | Sep 2025 |
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| Sterling Investment Advisors | 3.1k | $766k | 0% | Sep 2025 |
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| Pensionmark Financial Group | 3.0k | $759k | 5% | Sep 2025 |
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| RMG Wealth Management | 2.8k | $701k | 100% | Sep 2025 |
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| IFG Advisory | 2.8k | $699k | 22% | Sep 2025 |
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| Schwallier Wealth Management | 2.6k | $659k | 8% | Sep 2025 |
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| Mosaic Family Wealth Partners | 2.5k | $630k | 6% | Sep 2025 |
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| OneAscent Wealth Management | 2.5k | $618k | 40% | Sep 2025 |
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| Arete Wealth Advisors | 2.2k | $552k | -7% | Sep 2025 |
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| Whitaker-Myers Wealth Managers | 1.8k | $454k | 9% | Sep 2025 |
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| Advisory Alpha | 1.8k | $454k | 100% | Sep 2025 |
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| Golden State Equity Partners | 1.7k | $420k | -1% | Sep 2025 |
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| Plan Group Financial | 1.6k | $399k | 100% | Sep 2025 |
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| Gwn Securities | 1.5k | $374k | 100% | Sep 2025 |
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| Fiduciary Alliance | 1.4k | $355k | 100% | Sep 2025 |
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| Continuum Advisory | 1.2k | $301k | -13% | Sep 2025 |
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| Tandem Investment Partners | 1.2k | $294k | 0% | Sep 2025 |
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| Courier Capital Corp | 1.1k | $271k | 100% | Sep 2025 |
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| Gts Securities | 983.00 | $245k | -59% | Sep 2025 |
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| Morris Retirement Advisors | 952.00 | $237k | 100% | Sep 2025 |
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| AlphaStar Capital Management | 879.00 | $219k | 0% | Sep 2025 |
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| Strategic Blueprint | 824.00 | $205k | 100% | Sep 2025 |
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| Creekmur Asset Management | 806.00 | $201k | 3% | Sep 2025 |
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| Centaurus Financial | 760.00 | $189k | -1% | Sep 2025 |
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| Principal Securities | 638.00 | $159k | 56% | Sep 2025 |
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| Advisory Services Network | 310.00 | $77k | 100% | Sep 2025 |
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| Clarity Asset Management | 285.00 | $71k | 89% | Sep 2025 |
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| EverSource Wealth Advisors | 281.00 | $70k | 1907% | Sep 2025 |
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| GPS Wealth Strategies Group | 249.00 | $62k | 0% | Sep 2025 |
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| CX Institutional | 228.00 | $57k | 100% | Sep 2025 |
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| Bare Financial Services | 191.00 | $48k | 12% | Sep 2025 |
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| Harbour Investments | 166.00 | $41k | 28% | Sep 2025 |
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| Ronald Blue Trust | 162.00 | $40k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 90.00 | $22k | 100% | Sep 2025 |
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| AdvisorNet Financial | 26.00 | $6.5k | 0% | Sep 2025 |
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| FMR | 11.00 | $2.9k | 120% | Sep 2025 |
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| Rockefeller Capital Management | 9.00 | $2.2k | 100% | Sep 2025 |
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Who sold out of Northern Lts Fd Tr Iv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Advocates Investment Management | Jun 2025 | 3.9k | $904k |
| Old Mission Capital | Jun 2025 | 1.8k | $405k |
| Royal Bank of Canada | Jun 2025 | 55.00 | $13k |
| Transce3nd | Jun 2025 | 16.00 | $3.7k |