As of 30 Sep 2025, 9 institutional investors reported holding 1,350,518 shares of NORTHERN LTS FD TR IV - BROOKSTONE ACTIV (BAMA).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,259,827 | $42,718,836 | -$1,377,295 | $33.91 | 3 |
| 2025 Q3 | 1,350,518 | $45,255,454 | -$18,474,293 | $33.51 | 9 |
| 2025 Q2 | 1,902,158 | $60,742,884 | +$19,377,017 | $31.93 | 10 |
| 2025 Q1 | 1,295,867 | $38,668,532 | +$1,418,744 | $29.84 | 8 |
| 2024 Q4 | 1,248,320 | $38,185,916 | +$322,069 | $30.59 | 7 |
| 2024 Q3 | 1,237,704 | $37,811,713 | -$748,223 | $30.55 | 8 |
| 2024 Q2 | 1,263,124 | $37,718,408 | +$733,004 | $29.29 | 14 |
| 2024 Q1 | 1,228,667 | $35,256,634 | +$2,015,252 | $28.70 | 8 |
| 2023 Q4 | 1,158,448 | $31,285,028 | +$30,744,908 | $27.01 | 5 |
| 2023 Q3 | 20,000 | $501,440 | +$501,440 | $25.07 | 1 |