BAMU NORTHERN LTS FD TR IV
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9 managers (9 13F filers) reported a position in BAMU shares at 2025-03-31, 2,668,911 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 3
- Reduced
- 0
- Sold out
- 4
- Shares held by filers
- 2,668,911
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Brookstone Capital Managementin group Brookstone Capital Management | 2,620,198 | $66.3M | 0.95% | +132,901 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 14,823 | $375K | 0.02% | +5,945 | 13F-HRTimeline |
| Triad Wealth Partners, LLC | 14,142 | $358K | 0.11% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 10,684 | $270K | <0.01% | new | 13F-HRTimelineGroup |
| Chris Bulman Inc | 7,994 | $202K | 0.13% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 844 | $21.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 151 | $3.82K | <0.01% | +35 | 13F-HRTimelineGroup |
| TSFG, LLC | 75 | $2K | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |