Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / INSPIRE SML/ MID
-
Total 13F shares
-
2,356,323
-
Share change
-
+306,345
-
Total reported value
-
$45,380,969
-
Price per share
-
$19.26
-
Number of holders
-
29
-
Value change
-
+$4,532,688
-
Number of buys
-
16
-
Number of sells
-
13
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) as of Q1 2020
As of 31 Mar 2020 NORTHERN LTS FD TR IV - INSPIRE SML/ MID (ISMD) had 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,356,323 shares of stock of the company.
Largest 10 holders included Ambassador Advisors, LLC, CWM Advisors, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, UBS Group AG, LVZ Advisors, Inc., BANK OF AMERICA CORP /DE/, CITADEL ADVISORS LLC, AlphaStar Capital Management, LLC, M Holdings Securities, Inc., and Keel Point, LLC.
This table shows 29 institutional shareholders of the security as of 31 Mar 2020.
| 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.