NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / BROOKSTONE DIVID
Total 13F shares
2,711,842
Share change
+190,035
Total reported value
$85,650,616
Price per share
$31.58
Number of holders
9
Value change
+$5,950,188
Number of buys
6
Number of sells
3

Institutional Holders of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) as of Q4 2024

As of 31 Dec 2024, NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,711,842 shares. The largest 10 holders included Brookstone Capital Management, GTS SECURITIES LLC, Chris Bulman Inc, Impact Partnership Wealth, LLC, CITADEL ADVISORS LLC, OSAIC HOLDINGS, INC., UBS Group AG, WINNOW WEALTH LLC, TSFG, LLC, and FMR LLC. This page lists 10 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.