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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.4KNew |
$2.7M - $3.21M
|
46.4K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.39K+ 22.44% |
$489K - $580K
|
45.8K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-119- 0.59% |
$6.93K - $8.23K
|
20K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-408- 4.94% |
$23.8K - $28.2K
|
7.86K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.84K- 7.25% |
$107K - $127K
|
23.6K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-52.9K- 37.89% |
$3.08M - $3.66M
|
86.7K
$4.73M
|