Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / MONARCH BLUE CH
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Number of holders
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5
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Total 13F shares, excl. options
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3.57M
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Shares change
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+479K
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Total reported value, excl. options
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$119M
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Value change
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+$16M
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Number of buys
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3
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Number of sells
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-4
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Price
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$33.46
Significant Holders of NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC) as of Q1 2025
7 filings reported holding MBCC - NORTHERN LTS FD TR IV - MONARCH BLUE CH as of Q1 2025.
NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.57M shares
.
Largest 7 shareholders include Kingsview Wealth Management, LLC (2.8M shares), GOLDMAN SACHS GROUP INC (751K shares), RFG Advisory, LLC (7.7K shares), BANK OF AMERICA CORP /DE/ (5.27K shares), MORGAN STANLEY (1 shares), TWO SIGMA INVESTMENTS, LP (0 shares), and UBS Group AG (0 shares).
This table shows the top 5 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.