Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / INSPIRE GBL HOPE
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
1,766,524
-
Shares change
-
-120,945
-
Total reported value, excl. options
-
$49,126,390
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Value change
-
-$3,351,705
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Number of buys
-
14
-
Number of sells
-
22
-
Price
-
$27.77
Institutional Holders of NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) as of Q3 2020
As of 30 Sep 2020 NORTHERN LTS FD TR IV - INSPIRE GBL HOPE (BLES) had 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,766,524 shares of stock of the company.
Largest 10 holders included CWM Advisors, LLC, Change Path, LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, Keel Point, LLC, OneAscent Financial Services LLC, ATRIA INVESTMENTS LLC, ENVESTNET ASSET MANAGEMENT INC, AlphaStar Capital Management, LLC, Financial Advocates Investment Management, and Harvest Investment Services, LLC.
This table shows 39 institutional shareholders of the security as of 30 Sep 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.