Institutional Ownership Northern Lts Fd Tr Iii Hcm Def (LGH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (LGH). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 9.37 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,888
shares
|
$399,369
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,945
shares
|
$351,625
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,985
shares
|
$303,020
0.0% of portfolio
|
Q1 2025
Reduced 79.63%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,231
shares
|
$264,845
0.15% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,051
shares
|
$255,732
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,208
shares
|
$213,051
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,338
shares
|
$67,742
0.0% of portfolio
|
Q1 2025
Added 254.91%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,144
shares
|
$57,920
0.0% of portfolio
|
Q4 2023
Reduced 55.98%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
804
shares
|
$40,706
0.0% of portfolio
|
Q1 2025
Added 1610.64%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
736
shares
|
$37,263
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
435
shares
|
$22,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
373
shares
|
$18,884
0.0% of portfolio
|
Q2 2024
Reduced 27.99%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$10,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|