Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
637,598
-
Share change
-
+56,970
-
Total reported value
-
$16,724,000
-
Price per share
-
$26.22
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Number of holders
-
13
-
Value change
-
+$1,487,118
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Number of buys
-
10
-
Number of sells
-
3
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q1 2018
As of 31 Mar 2018 NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 637,598 shares of stock of the company.
Largest 10 holders included CWM Advisors, LLC, AlphaStar Capital Management, LLC, CITADEL ADVISORS LLC, Keel Point, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, Virtu Financial LLC, M Holdings Securities, Inc., LADENBURG THALMANN FINANCIAL SERVICES INC., IFP Advisors, Inc, and Stratos Wealth Partners, LTD..
This table shows 13 institutional shareholders of the security as of 31 Mar 2018.
| 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.