Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.16M+ 56.34% |
$98.3M - $112M
|
5.99M
$316M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
124KNew |
$5.62M - $6.42M
|
124K
$6.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
57.2K+ 15.62% |
$2.6M - $2.98M
|
423K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.2K+ 504.57% |
$2.42M - $2.77M
|
63.7K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.5K+ 11.62% |
$1.8M - $2.05M
|
379K
$20M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
34.7KNew |
$1.58M - $1.81M
|
34.7K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.4K+ 5.59% |
$1.2M - $1.38M
|
500K
$26.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 90.66% |
$1.04M - $1.19M
|
48K
$2.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 46.09% |
$475K - $543K
|
33.1K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.19KNew |
$418K - $478K
|
9.19K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.44K+ 24.98% |
$247K - $283K
|
27.2K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.88KNew |
$222K - $254K
|
4.88K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95KNew |
$180K - $206K
|
3.95K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
681New |
$31K - $35.4K
|
681
$35.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200New |
$9.1K - $10.4K
|
200
$10.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
200New |
$9.1K - $10.4K
|
200
$10.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-234- 0.76% |
$10.7K - $12.2K
|
30.4K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-317- 0.73% |
$14.4K - $16.5K
|
42.9K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-434- 1.35% |
$19.8K - $22.6K
|
31.8K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-588- 6.47% |
$26.8K - $30.6K
|
8.51K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 90.15% |
$100K - $114K
|
240
$12.7K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.2K- 1.01% |
$100K - $114K
|
215K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.21K- 0.73% |
$100K - $115K
|
300K
$15.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.28K- 7.89% |
$104K - $118K
|
26.6K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-44.2K- 51.21% |
$2.01M - $2.3M
|
42.1K
$2.22M
|