Bison Wealth, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$34.63 - $42.16 $104,270 - $126,943	-3,011 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$39.76 - $46.73 $119,717 - $140,704	3,011 New	3,011 $125,000

Others Institutions Holding LGH

# of Institutions

30

Shares Held

8.4M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

5.99M
Shares

$319 Million
4.27% of portfolio
Envestnet Asset Management Inc

500K
Shares

$26.6 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

423K
Shares

$22.6 Million
0.23% of portfolio
Cetera Investment Advisers Schaumburg, IL

379K
Shares

$20.2 Million
0.04% of portfolio
Cambridge Investment Research Advisors, Inc.

300K
Shares

$16 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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