As of 30 Sep 2025, 10 institutional investors reported holding 3,018,752 shares of NORTHERN LTS FD TR IV - BROOKSTONE VALUE (BAMV).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,823,222 | $91,500,622 | -$2,905,134 | $32.41 | 3 |
| 2025 Q3 | 3,018,752 | $96,449,474 | -$6,854,182 | $31.95 | 10 |
| 2025 Q2 | 3,233,433 | $102,823,145 | +$10,838,643 | $31.80 | 13 |
| 2025 Q1 | 2,892,862 | $90,309,438 | +$8,803,312 | $31.22 | 14 |
| 2024 Q4 | 2,610,872 | $79,658,421 | +$2,607,265 | $30.51 | 9 |
| 2024 Q3 | 2,524,017 | $79,708,229 | -$1,822,529 | $31.58 | 8 |
| 2024 Q2 | 2,583,458 | $78,274,141 | +$3,583,697 | $29.09 | 14 |
| 2024 Q1 | 2,438,577 | $73,839,935 | +$4,119,318 | $30.28 | 9 |
| 2023 Q4 | 2,302,551 | $64,997,315 | +$62,455,975 | $28.23 | 6 |
| 2023 Q3 | 90,028 | $2,235,961 | +$2,235,961 | $24.87 | 2 |