As of 30 Sep 2025, 4 institutional investors reported holding 3,883,048 shares of NORTHERN LTS FD TR IV - MONARCH SEL SUBS (MSSS).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 13,477 | $407,814 | -$91 | $30.26 | 1 |
| 2025 Q3 | 3,883,048 | $119,326,055 | +$24,791,617 | $30.73 | 4 |
| 2025 Q2 | 3,076,353 | $90,826,540 | -$22,372,301 | $29.52 | 4 |
| 2025 Q1 | 3,834,117 | $103,981,260 | -$1,475,545 | $27.12 | 3 |
| 2024 Q4 | 3,888,525 | $106,895,559 | +$48,239,587 | $27.49 | 3 |
| 2024 Q3 | 2,132,406 | $61,803,096 | -$1,456,850 | $28.98 | 5 |
| 2024 Q2 | 2,182,672 | $54,805,006 | -$2,347,463 | $25.09 | 5 |
| 2024 Q1 | 2,276,221 | $58,294,020 | +$58,294,020 | $25.61 | 2 |