As of 30 Sep 2025, 7 institutional investors reported holding 1,301,914 shares of NORTHERN LTS FD TR IV - BROOKSTONE OPPOR (BAMO).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,214,121 | $39,545,874 | -$1,409,275 | $32.57 | 2 |
| 2025 Q3 | 1,301,914 | $41,762,480 | +$1,688,740 | $32.08 | 7 |
| 2025 Q2 | 1,249,468 | $38,977,174 | +$657,621 | $31.20 | 9 |
| 2025 Q1 | 1,228,393 | $36,151,474 | +$579,261 | $29.43 | 7 |
| 2024 Q4 | 1,207,864 | $36,610,040 | +$1,016,597 | $30.31 | 8 |
| 2024 Q3 | 1,174,593 | $35,173,893 | -$178,258 | $29.95 | 8 |
| 2024 Q2 | 1,180,624 | $34,839,968 | +$479,157 | $29.02 | 13 |
| 2024 Q1 | 1,154,648 | $32,789,624 | +$2,276,668 | $28.37 | 6 |
| 2023 Q4 | 1,075,606 | $28,964,106 | +$28,425,546 | $26.93 | 5 |
| 2023 Q3 | 20,000 | $501,480 | +$501,480 | $25.07 | 1 |