As of 30 Sep 2025, 11 institutional investors reported holding 3,371,426 shares of NORTHERN LTS FD TR IV - BROOKSTONE GRWTH (BAMG).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 581 | $23,316 | +$23,316 | $40.13 | 1 |
| 2025 Q3 | 3,371,426 | $128,439,089 | +$6,664,962 | $38.10 | 11 |
| 2025 Q2 | 3,198,619 | $116,045,920 | +$6,376,472 | $36.28 | 15 |
| 2025 Q1 | 3,022,985 | $96,523,610 | +$4,919,973 | $31.93 | 14 |
| 2024 Q4 | 2,868,161 | $98,347,880 | +$8,515,619 | $34.29 | 8 |
| 2024 Q3 | 2,620,734 | $87,089,222 | -$432,771 | $33.23 | 7 |
| 2024 Q2 | 2,635,115 | $83,384,352 | +$4,207,353 | $31.14 | 14 |
| 2024 Q1 | 2,477,349 | $74,568,035 | +$6,742,351 | $30.10 | 8 |
| 2023 Q4 | 2,257,308 | $63,173,465 | +$62,355,266 | $27.99 | 6 |
| 2023 Q3 | 31,178 | $784,447 | +$784,446 | $25.12 | 2 |