Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BROOKSTONE DIVID
-
Total 13F shares
-
2,830,213
-
Share change
-
+118,161
-
Total reported value
-
$91,330,640
-
Price per share
-
$32.27
-
Number of holders
-
11
-
Value change
-
+$3,819,012
-
Number of buys
-
7
-
Number of sells
-
6
Institutional Holders of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) as of Q1 2025
As of 31 Mar 2025,
NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,830,213 shares.
The largest 10 holders included
Brookstone Capital Management, Chris Bulman Inc, GTS SECURITIES LLC, Simplicity Wealth,LLC, OLD MISSION CAPITAL LLC, Triad Wealth Partners, LLC, Impact Partnership Wealth, LLC, FSA Advisors, Inc., Anfield Capital Management, LLC, and OSAIC HOLDINGS, INC..
This page lists
11
institutional shareholders reporting positions in this security
for the Q1 2025 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.