Avantax Advisory Services’s Northern Trust NTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.34M Buy
49,981
+13,333
+36% +$1.36M 0.03% 377
2025
Q1
$3.62M Buy
36,648
+34,587
+1,678% +$3.67M 0.02% 518
2024
Q4
$211K Sell
2,061
-4,824
-70% -$493K ﹤0.01% 2025
2024
Q3
$620K Buy
6,885
+3,159
+85% +$276K ﹤0.01% 1280
2024
Q2
$313K Buy
+3,726
New +$313K ﹤0.01% 1667
2022
Q2
Sell
-1,787
Closed -$209K 1359
2022
Q1
$209K Buy
1,787
+12
+0.7% +$1.42K ﹤0.01% 1179
2021
Q4
$212K Buy
+1,775
New +$213K ﹤0.01% 1151

Other funds holding NTRS

Avantax Advisory Services's NTRS Position: Q2 2025 in Review

Avantax Advisory Services increased its Northern Trust (NTRS) stake by 36% in Q2 2025, buying an estimated $1.36M and bringing the position to 49,981 shares worth $6.34M. The position accounts for 0.03% of the portfolio, ranked #377.

Avantax Advisory Services first reported a position in NTRS in Q4 2021 and has held it in 7 quarters since. 839 funds tracked by Wall St. Rank hold NTRS as of Q2 2025.

  • Avantax Advisory Services held 49,981 shares of Northern Trust worth $6.34M as of Q2 2025.
  • Avantax Advisory Services bought 13,333 Northern Trust shares in Q2 2025, an estimated $1.36M.
  • Northern Trust made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #377 holding.
  • Avantax Advisory Services first reported a position in Northern Trust in Q4 2021 and has held it in 7 quarters since.
  • 839 funds tracked by Wall St. Rank held Northern Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.