Security key
66538H658
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES)
CUSIP: 66538H658
Q4 2018 13F Holders as of 31 Dec 2018
- Type / Class
- Equity / INSPIRE GBL HOPE
- Total 13F shares
- 1,451,720
- Share change
- +232,171
- Total reported value
- $35,191,000
- Price per share
- $24.24
- Number of holders
- 20
- Value change
- +$4,946,854
- Number of buys
- 16
- Number of sells
- 8
Report period
Q4 2018
Institutions
20
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 66538H658
Recent filing periods:
Top shareholders of BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q4 2018
As of 31 Dec 2018,
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,451,720 shares.
The largest 10 holders included
CWM Advisors, LLC, Change Path, LLC, FLOW TRADERS U.S. LLC, ENVESTNET ASSET MANAGEMENT INC, M Holdings Securities, Inc., CREATIVE FINANCIAL DESIGNS INC /ADV, AlphaStar Capital Management, LLC, Keel Point, LLC, Cambridge Investment Research Advisors, Inc., and LPL Financial LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
19
Q4 2018 holders
20
Holder diff
1
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 Value $ | Q4 2018 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.