NORTHERN LTS FD TR IV - BROOKSTONE YIELD (BAMY)

CUSIP: 66537J853

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / BROOKSTONE YIELD
Total 13F shares
1,367,986
Share change
+56,271
Total reported value
$35,977,967
Price per share
$26.30
Number of holders
7
Value change
+$1,479,920
Number of buys
4
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 66537J853?
CUSIP 66537J853 identifies BAMY - NORTHERN LTS FD TR IV - BROOKSTONE YIELD in SEC institutional holdings data.

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Institutional Holders of NORTHERN LTS FD TR IV - BROOKSTONE YIELD (BAMY) as of Q1 2025

As of 31 Mar 2025, NORTHERN LTS FD TR IV - BROOKSTONE YIELD (BAMY) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,367,986 shares. The largest 7 holders included Brookstone Capital Management, GTS SECURITIES LLC, Chris Bulman Inc, Anfield Capital Management, LLC, OSAIC HOLDINGS, INC., UBS Group AG, and TSFG, LLC. This page lists 7 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
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.