As of 30 Sep 2025, 8 institutional investors reported holding 1,457,716 shares of NORTHERN LTS FD TR IV - BROOKSTONE YIELD (BAMY).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,457,716 | $40,320,191 | +$669,863 | $27.66 | 8 |
| 2025 Q2 | 1,434,189 | $38,966,928 | +$1,798,823 | $27.17 | 7 |
| 2025 Q1 | 1,367,986 | $35,977,967 | +$1,479,921 | $26.30 | 7 |
| 2024 Q4 | 1,311,602 | $34,718,158 | +$1,802,503 | $26.47 | 6 |
| 2024 Q3 | 1,243,375 | $33,198,037 | -$65,080 | $26.70 | 7 |
| 2024 Q2 | 1,245,827 | $33,197,458 | +$712,548 | $26.50 | 12 |
| 2024 Q1 | 1,209,311 | $32,722,532 | +$3,171,720 | $27.06 | 8 |
| 2023 Q4 | 1,093,253 | $28,380,819 | +$27,861,610 | $25.96 | 7 |
| 2023 Q3 | 20,000 | $502,760 | +$502,760 | $25.14 | 1 |