Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MONARCH BLUE CH
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Number of holders
-
4
-
Total 13F shares, excl. options
-
969,967
-
Shares change
-
+154,141
-
Total reported value, excl. options
-
$27,575,000
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Value change
-
+$4,389,563
-
Number of buys
-
4
-
Number of sells
-
-1
-
Price
-
$28.43
Significant Holders of NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC) as of Q3 2021
5 filings reported holding MBCC - NORTHERN LTS FD TR IV - MONARCH BLUE CH as of Q3 2021.
NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 969,967 shares
.
Largest 5 shareholders include Kingsview Wealth Management, LLC (910,657 shares), Brookstone Capital Management (46,892 shares), CITADEL ADVISORS LLC (10,903 shares), MORGAN STANLEY (1,515 shares), and SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares).
This table shows the top 4 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.