Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103KNew |
$3.67M - $4.27M
|
103K
$5.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.7K+ 18.21% |
$1.66M - $1.93M
|
303K
$15.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
19.9K+ 0.54% |
$707K - $821K
|
3.68M
$190M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.7K+ 6.21% |
$593K - $689K
|
285K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 26.65% |
$457K - $530K
|
60.9K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5K+ 12.74% |
$446K - $518K
|
111K
$5.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10K+ 59.92% |
$356K - $414K
|
26.7K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.5K+ 86.53% |
$267K - $310K
|
16.2K
$835K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.44K+ 2.47% |
$194K - $225K
|
226K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.99K+ 13.48% |
$107K - $124K
|
25.2K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.33K+ 7.11% |
$82.9K - $96.3K
|
35.1K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
750+ 2.6% |
$26.7K - $31K
|
29.6K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
652New |
$23.2K - $27K
|
652
$33.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
640New |
$22.8K - $26.5K
|
640
$33K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
117+ 0.21% |
$4.17K - $4.84K
|
54.7K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
93+ 0.22% |
$3.31K - $3.85K
|
42.8K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-517- 1.51% |
$18.4K - $21.4K
|
33.8K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-563- 6.29% |
$20.1K - $23.3K
|
8.39K
$433K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-917- 1.88% |
$32.7K - $37.9K
|
47.9K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 55.98% |
$51.8K - $60.2K
|
1.14K
$59.1K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.26K- 1.25% |
$80.4K - $93.3K
|
179K
$9.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.7K- 22.94% |
$382K - $443K
|
36K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-143K- 26.41% |
$5.1M - $5.92M
|
399K
$20.6M
|