Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 16.74% |
$4.75M - $5.95M
|
614K
$44.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62K+ 13.85% |
$3.35M - $4.19M
|
509K
$36.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
35.8K+ 41.32% |
$1.94M - $2.42M
|
123K
$8.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.3K+ 73.98% |
$1.85M - $2.32M
|
80.7K
$5.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.8KNew |
$1.5M - $1.88M
|
27.8K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.7KNew |
$1.28M - $1.6M
|
23.7K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
18K+ 39.3% |
$972K - $1.22M
|
63.8K
$4.58M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
14.8KNew |
$798K - $999K
|
14.8K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.43K+ 6.71% |
$131K - $164K
|
38.7K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
864+ 3.66% |
$46.7K - $58.4K
|
24.4K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
520+ 12.42% |
$28.1K - $35.2K
|
4.71K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
470+ 1.94% |
$25.4K - $31.8K
|
24.7K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-75- 0.25% |
$4.05K - $5.07K
|
30.4K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-195- 4.45% |
$10.5K - $13.2K
|
4.19K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-450- 2.32% |
$24.3K - $30.4K
|
19K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 2.18% |
$26.4K - $33.1K
|
22K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.28K- 0.37% |
$69.1K - $86.5K
|
348K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 23.1% |
$98.1K - $123K
|
6.04K
$434K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.66K- 9.79% |
$144K - $180K
|
24.5K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.34K- 26.74% |
$289K - $361K
|
14.6K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-27.2K- 0.43% |
$1.47M - $1.84M
|
6.31M
$453M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 5.57% |
$1.79M - $2.24M
|
561K
$40.3M
|