NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC)

Historical Holders from Q1 2021 to Q3 2025

Symbol
MBCC
Type / Class
Equity / MONARCH BLUE CH
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
3,317,070
Holdings value
$122,211,157
% of all portfolios
0%
Number of holders
7
Number of buys
4
Number of sells
5
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025 NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,317,070 shares of the company stock as of 30 Sep 2025.

Institutional Holders of NORTHERN LTS FD TR IV - MONARCH BLUE CH (MBCC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 3,317,070 $122,211,157 +$3,069,603 $36.84 7
2025 Q2 3,233,760 $118,000,879 -$12,194,427 $36.49 6
2025 Q1 3,567,942 $119,383,380 +$16,008,652 $33.46 5
2024 Q4 3,089,151 $106,452,153 -$1,338,565 $34.46 5
2024 Q3 3,127,837 $108,957,564 +$7,142,388 $34.83 2
2024 Q2 2,922,801 $95,286,510 +$12,441,356 $32.71 2
2024 Q1 2,541,161 $83,070,559 +$11,329,922 $32.69 4
2023 Q4 2,194,590 $63,602,953 +$18,304,116 $28.98 4
2023 Q3 1,564,530 $40,254,971 +$4,845,824 $25.73 3
2023 Q2 1,376,173 $37,024,450 -$1,379,178 $26.91 4
2023 Q1 1,428,659 $35,940,886 -$237,148 $25.15 4
2022 Q4 1,438,718 $34,141,246 +$655,348 $23.72 6
2022 Q3 1,410,884 $29,992,000 +$5,376,324 $21.26 5
2022 Q2 1,158,036 $26,042,000 +$2,300,072 $22.46 4
2022 Q1 1,054,677 $27,973,847 -$1,094,499 $26.40 3
2021 Q4 1,093,004 $32,463,000 +$3,289,391 $29.76 6
2021 Q3 969,967 $27,575,000 +$4,389,558 $28.43 4
2021 Q2 815,826 $22,740,000 +$6,264,786 $27.86 3
2021 Q1 591,516 $15,040,000 +$15,040,025 $25.02 2