NORTHERN LTS FD TR IV - MONARCH DIVID PL (MDPL) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2025

Type / Class
Equity / MONARCH DIVID PL
Symbol
MDPL
Price per share
$27.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,087,115
Total reported value
$55,404,550
% of total 13F portfolios
0%
Share change
-92,835
Value change
-$2,464,398
Number of holders
5
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 5 institutional investors reported holding 2,087,115 shares of NORTHERN LTS FD TR IV - MONARCH DIVID PL (MDPL).

Institutional Holders of NORTHERN LTS FD TR IV - MONARCH DIVID PL (MDPL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,087,115 $55,404,550 -$2,464,398 $26.55 5
2025 Q2 2,179,950 $56,775,483 +$448,381 $26.04 4
2025 Q1 2,162,734 $56,771,761 -$5,132,917 $26.25 4
2024 Q4 2,358,655 $59,697,553 +$26,128,779 $25.31 5
2024 Q3 1,326,305 $35,509,703 -$419,325 $26.77 3
2024 Q2 1,341,967 $33,444,646 -$227,379 $25.56 2
2024 Q1 1,349,027 $35,614,313 +$35,614,313 $26.40 4