Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / BROOKSTONE DIVID
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Total 13F shares
-
2,998,030
-
Share change
-
+167,817
-
Total reported value
-
$92,609,146
-
Price per share
-
$30.89
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Number of holders
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10
-
Value change
-
+$5,164,748
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Number of buys
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6
-
Number of sells
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5
Institutional Holders of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) as of Q2 2025
As of 30 Jun 2025 NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,998,030 shares of stock of the company.
Largest 10 holders included Brookstone Capital Management, Simplicity Wealth,LLC, Chris Bulman Inc, GTS SECURITIES LLC, Triad Wealth Partners, LLC, FSA Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Anfield Capital Management, LLC, HARBOUR INVESTMENTS, INC., and OSAIC HOLDINGS, INC..
This table shows 10 institutional shareholders of the security as of 30 Jun 2025.
| 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.