Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / INSPIRE GBL HOPE
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
1,047,992
-
Shares change
-
+171,306
-
Total reported value, excl. options
-
$29,565,000
-
Value change
-
+$4,792,872
-
Number of buys
-
11
-
Number of sells
-
-4
-
Price
-
$28.01
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q2 2018
17 filings reported holding BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE as of Q2 2018.
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,047,992 shares
.
Largest 10 shareholders include CWM Advisors, LLC (626,316 shares), AlphaStar Capital Management, LLC (68,226 shares), M Holdings Securities, Inc. (61,674 shares), Keel Point, LLC (61,094 shares), JANE STREET GROUP, LLC (58,586 shares), CREATIVE FINANCIAL DESIGNS INC /ADV (46,030 shares), Cornerstone Wealth Management, LLC (25,742 shares), COMMONWEALTH EQUITY SERVICES, LLC (21,946 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (20,646 shares), and LPL Financial LLC (18,153 shares).
This table shows the top 15 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.