Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR III HCM DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
219K+ 277.98% |
$8.84M - $10.2M
|
298K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 51.86% |
$5.95M - $6.88M
|
433K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 418.01% |
$4.97M - $5.75M
|
153K
$7.91M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
75.4K+ 2.05% |
$3.04M - $3.51M
|
3.75M
$194M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
52.7KNew |
$2.12M - $2.45M
|
52.7K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49K+ 16.16% |
$1.97M - $2.28M
|
352K
$18.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
29.1K+ 53.24% |
$1.17M - $1.35M
|
83.8K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 38.61% |
$744K - $860K
|
66.4K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$209K - $241K
|
5.18K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.28K+ 2.11% |
$51.7K - $59.7K
|
62.2K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
645+ 3.99% |
$26K - $30K
|
16.8K
$868K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
171+ 0.64% |
$6.88K - $7.96K
|
26.9K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
70New |
$2.82K - $3.26K
|
70
$3.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
14+ 0.03% |
$564 - $652
|
42.8K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-122- 19.06% |
$4.91K - $5.68K
|
518
$26.7K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-674- 2.68% |
$27.1K - $31.4K
|
24.5K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.54K- 18.39% |
$62.1K - $71.8K
|
6.85K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.96K- 1.66% |
$119K - $138K
|
176K
$9.07M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 8.32% |
$121K - $140K
|
33K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.12K- 9.25% |
$126K - $145K
|
30.6K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.5K- 52.62% |
$743K - $859K
|
16.6K
$858K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32K- 28.83% |
$1.29M - $1.49M
|
79K
$4.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-79.4K- 19.9% |
$3.2M - $3.7M
|
320K
$16.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-204K- 90.28% |
$8.2M - $9.48M
|
21.9K
$1.13M
|