Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.6K+ 17.52% |
$4.38M - $4.81M
|
587K
$30.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
78.6K+ 1.31% |
$3.93M - $4.31M
|
6.07M
$320M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
48.4K+ 39.21% |
$2.42M - $2.66M
|
172K
$9.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38.6K+ 9.12% |
$1.93M - $2.12M
|
462K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.2K+ 10.08% |
$1.91M - $2.1M
|
418K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
22.3KNew |
$1.11M - $1.22M
|
22.3K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21K+ 9.76% |
$1.05M - $1.15M
|
236K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 21.7% |
$521K - $572K
|
58.4K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.87K+ 3.29% |
$493K - $542K
|
310K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.52KNew |
$276K - $303K
|
5.52K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$252K - $277K
|
5.05K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.29K+ 3.0% |
$64.4K - $70.7K
|
44.2K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 26.59% |
$52.5K - $57.7K
|
5K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
897+ 9.77% |
$44.8K - $49.2K
|
10.1K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
378+ 1.14% |
$18.9K - $20.7K
|
33.4K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
377New |
$18.8K - $20.7K
|
377
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
327+ 163.5% |
$16.3K - $17.9K
|
527
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 10.72% |
$3.65K - $4.01K
|
754
$39.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
68+ 0.22% |
$3.4K - $3.73K
|
30.5K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
47New |
$2.35K - $2.58K
|
47
$2.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 0.55% |
$1.35K - $1.48K
|
4.91K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-611- 7.18% |
$30.5K - $33.5K
|
7.89K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-772- 2.84% |
$38.6K - $42.4K
|
26.4K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.23K- 4.7% |
$61.5K - $67.6K
|
25K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.41K- 7.59% |
$121K - $132K
|
29.4K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.58K- 13.48% |
$179K - $197K
|
23K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-13.8K- 32.84% |
$691K - $759K
|
28.3K
$1.49M
|