Mcdonald Partners LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$39.76 - $46.73 $60,514 - $71,123	-1,522 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$39.94 - $46.9 $60,788 - $71,381	1,522 New	1,522 $0

Others Institutions Holding LGH

# of Institutions

28

Shares Held

5.9M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

3.83M
Shares

$198 Million
22.97% of portfolio
Envestnet Asset Management Inc

473K
Shares

$24.4 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

366K
Shares

$18.9 Million
0.2% of portfolio
Cetera Investment Advisers Schaumburg, IL

340K
Shares

$17.6 Million
0.04% of portfolio
Cambridge Investment Research Advisors, Inc.

300K
Shares

$15.5 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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