Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / BROOKSTONE DIVID
-
Total 13F shares
-
2,998,030
-
Share change
-
+167,817
-
Total reported value
-
$92,609,146
-
Price per share
-
$30.89
-
Number of holders
-
10
-
Value change
-
+$5,164,748
-
Number of buys
-
6
-
Number of sells
-
5
Institutional Holders of NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) as of Q2 2025
As of 30 Jun 2025,
NORTHERN LTS FD TR IV - BROOKSTONE DIVID (BAMD) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,998,030 shares.
The largest 10 holders included
Brookstone Capital Management, Simplicity Wealth,LLC, Chris Bulman Inc, GTS SECURITIES LLC, Triad Wealth Partners, LLC, FSA Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, Anfield Capital Management, LLC, HARBOUR INVESTMENTS, INC., and OSAIC HOLDINGS, INC..
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 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.