Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / BROOKSTONE DIVID
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Number of holders
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9
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Total 13F shares, excl. options
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2.71M
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Shares change
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+190K
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Total reported value, excl. options
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$85.6M
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Value change
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+$5.95M
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Number of buys
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6
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Number of sells
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-3
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Price
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$31.58
Significant Holders of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) as of Q4 2024
11 filings reported holding BAMD - NORTHERN LTS FD TR IV - BROOKSTONE DIVID as of Q4 2024.
NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.71M shares
.
Largest 10 shareholders include Brookstone Capital Management (2.64M shares), GTS SECURITIES LLC (31.2K shares), Chris Bulman Inc (23.1K shares), Impact Partnership Wealth, LLC (11.9K shares), CITADEL ADVISORS LLC (8.1K shares), OSAIC HOLDINGS, INC. (848 shares), UBS Group AG (312 shares), WINNOW WEALTH LLC (210 shares), TSFG, LLC (73 shares), and FMR LLC (1 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.