Q2 2019 13F Holders as of 6/30/2019
-
Type / Class
-
Equity / INSPIRE GBL HOPE
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Number of holders
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25
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Total 13F shares, excl. options
-
1.7M
-
Shares change
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+160K
-
Total reported value, excl. options
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$47.7M
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Value change
-
+$4.38M
-
Number of buys
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16
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Number of sells
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-8
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Price
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$28.18
Significant Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q2 2019
26 filings reported holding BLES - NORTHERN LTS FD TR IV - INSPIRE GBL HOPE as of Q2 2019.
NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.7M shares
.
Largest 10 shareholders include CWM Advisors, LLC (491K shares), Change Path, LLC (185K shares), ENVESTNET ASSET MANAGEMENT INC (179K shares), AlphaStar Capital Management, LLC (91.1K shares), JANE STREET GROUP, LLC (82.4K shares), M Holdings Securities, Inc. (79.3K shares), ATRIA INVESTMENTS LLC (72.8K shares), CREATIVE FINANCIAL DESIGNS INC /ADV (72.3K shares), OneAscent Financial Services LLC (70.9K shares), and Keel Point, LLC (57.5K shares).
This table shows the top 25 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.