Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
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Equity / INSPIRE SML/ MID
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Number of holders
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4
-
Total 13F shares, excl. options
-
32,275
-
Shares change
-
+29,795
-
Total reported value, excl. options
-
$814,000
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Value change
-
+$751,496
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Number of buys
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4
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Price
-
$25.21
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q2 2017
4 filings reported holding ISMD - NORTHERN LTS FD TR IV - INSPIRE SML/ MID as of Q2 2017.
NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32,275 shares
.
Largest 4 shareholders include M Holdings Securities, Inc. (13,124 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (8,093 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (6,273 shares), and IFP Advisors, Inc (4,785 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.