Who owns NORTHERN LTS FD TR IV?

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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
Orion Portfolio Solutions 12M $167M 13% Mar 2024
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Main Management 6.0M $81M -2% Dec 2023
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Advisor Group Holdings 1.5M $21M 282% Mar 2024
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Encompass More Asset Management 1.3M $18M 42% Mar 2024
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Virtue Capital Management 1.0M $14M 100% Mar 2024
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Envestnet Asset Management 819k $11M 34% Mar 2024
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Morgan Stanley 612k $8.4M 305916% Mar 2024
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Madrona Financial Services 454k $6.2M -8% Mar 2024
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LPL Financial 435k $6.0M 202% Mar 2024
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Echo45 Advisors 285k $3.9M 1% Mar 2024
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Balyasny Asset Management 229k $3.1M -8% Mar 2024
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Columbia Advisory Partners 223k $3.0M 12% Mar 2024
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Atria Investments 170k $2.3M 100% Dec 2023
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Atria Wealth Solutions 95k $1.3M -66% Mar 2024
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Townsquare Capital 94k $1.3M 8% Mar 2024
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FTB Advisors 45k $617k 167% Mar 2024
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Envestnet Portfolio Solutions 45k $614k 15% Mar 2024
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Feltz Wealth PLAN 43k $589k 5% Mar 2024
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Allen Mooney & Barnes Investment Advisors 42k $574k 100% Mar 2024
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Atlas Financial Advisors 39k $526k -36% Mar 2024
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Mutual Advisors 37k $505k 59% Mar 2024
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CWM 27k $362k 100% Mar 2024
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H D Vest Advisory Services 25k $339k 100% Mar 2024
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Change Path 17k $223k 100% Dec 2023
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Whittier Trust Co. of Nevada 16k $218k 0% Mar 2024
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Jane Street 16k $216k -34% Mar 2024
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Whittier Trust 15k $204k 0% Mar 2024
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Cambridge Investment Research Advisors 13k $182k 31% Mar 2024
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Axiom Advisory 12k $170k 0% Mar 2024
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IFP Advisors 11k $149k 5534% Dec 2023
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ICA Group Wealth Management 4.6k $63k 2% Mar 2024
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Goss Wealth Management 4.1k $56k 100% Mar 2024
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Harbour Investments 2.3k $31k -9% Dec 2023
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UBS Group 1.6k $21k 100% Mar 2024
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Proequities 1.0k $14M 0% Mar 2024
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Us Bancorp 184.00 $2.5k 100% Mar 2024
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Gradient Investments 47.00 $642.001200 0% Mar 2024
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Coppell Advisory Solutions 17.00 $229.000200 -66% Dec 2023
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GeoWealth Management 0 $0 -100% Mar 2024
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Who sold out of Northern Lts Fd Tr Iv?

Fund or Company Name Date Sold Shares Held Valued At
Advisory Services Network Dec 2023 27k $369k
Royal Bank of Canada Dec 2023 3.4k $46k
Tennessee Valley Asset Management Partners Dec 2023 1.3k $18k
Bank of America Corporation Dec 2023 42.00 $566.000400