Purchases and Sales Made in Q1 2025 in Northern Lts Fd Tr Iii Hcm Def (QQH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (QQH) during Q1 2025. 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 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
101KNew |
$5.91M - $7.01M
|
101K
$6.32M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1K+ 17.95% |
$3.96M - $4.71M
|
447K
$27.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62K+ 13.37% |
$3.61M - $4.29M
|
526K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.3K+ 14.29% |
$3.57M - $4.24M
|
490K
$30.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.4KNew |
$2.7M - $3.21M
|
46.4K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.7KNew |
$2.2M - $2.61M
|
37.7K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
25.8K+ 267.58% |
$1.51M - $1.79M
|
35.5K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6K+ 16.07% |
$1.49M - $1.77M
|
185K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.2K+ 2078.38% |
$1.47M - $1.74M
|
26.4K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.39K+ 22.44% |
$489K - $580K
|
45.8K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.95K+ 3.55% |
$405K - $481K
|
203K
$12.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.19KNew |
$244K - $289K
|
4.19K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.92KNew |
$228K - $271K
|
3.92K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3KNew |
$75.7K - $89.9K
|
1.3K
$80.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 312.21% |
$62.5K - $74.2K
|
1.42K
$88.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
451New |
$26.3K - $31.2K
|
451
$28.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
438+ 1.99% |
$25.5K - $30.3K
|
22.5K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
162+ 0.84% |
$9.43K - $11.2K
|
19.4K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106+ 0.22% |
$6.17K - $7.33K
|
47.3K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
87+ 0.36% |
$5.07K - $6.01K
|
24.3K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12+ 0.27% |
$699 - $829
|
4.39K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.2% |
$58.2 - $69.1
|
502
$31.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-119- 0.59% |
$6.93K - $8.23K
|
20K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-159- 0.52% |
$9.26K - $11K
|
30.5K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 59.04% |
$11.4K - $13.5K
|
136
$8.47K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-256- 5.62% |
$14.9K - $17.7K
|
4.3K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-408- 4.94% |
$23.8K - $28.2K
|
7.86K
$489K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 50.0% |
$37.8K - $44.9K
|
650
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-710- 3.9% |
$41.3K - $49.1K
|
17.5K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.84K- 7.25% |
$107K - $127K
|
23.6K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.53K- 27.33% |
$147K - $175K
|
6.72K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.41K- 49.11% |
$199K - $236K
|
3.54K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-4.26K- 10.52% |
$248K - $294K
|
36.2K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-6.69K- 1.88% |
$390K - $463K
|
349K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 15.82% |
$663K - $787K
|
60.6K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.8K- 2.11% |
$745K - $884K
|
594K
$37M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-51.1K- 0.8% |
$2.98M - $3.53M
|
6.33M
$394M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-52.9K- 37.89% |
$3.08M - $3.66M
|
86.7K
$5.4M
|