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BAMG NORTHERN LTS FD TR IV

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BROOKSTONE GRWTH (fund)

15 managers (15 13F filers) reported a position in BAMG shares at 2025-03-31, 3,022,985 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
7
Added
4
Reduced
1
Sold out
2
Shares held by filers
3,022,985

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management2,823,845$90.2M1.29%+4,01313F-HRTimelineGroup
GTS SECURITIES LLC62,782$2M0.09%+56,71513F-HRTimeline
Arkadios Wealth Advisors51,924$1.66M0.06%new13F-HRTimeline
Chris Bulman Inc22,757$727K0.46%+55413F-HRTimeline
OLD MISSION CAPITAL LLC21,956$701K0.01%new13F-HRTimeline
Simplicity Wealth,LLC15,446$493K0.04%new13F-HRTimeline
Triad Wealth Partners, LLC6,929$221K0.07%new13F-HRTimeline
Impact Partnership Wealth, LLC6,692$214K0.05%-5,09613F-HRTimeline
FSA Advisors, Inc.6,423$205K0.16%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,276$40.7K<0.01%+98613F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,164$37.2K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…883$28.2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.836$26.7K<0.01%013F-HRTimelineGroup
TSFG, LLC72$2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.