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

Mcdonald Partners LLC

$381 Million
Q4 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

33

Shares Held

8.7M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.07M
Shares

$295 Million
4.2% of portfolio
Envestnet Asset Management Inc

587K
Shares

$28.5 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

462K
Shares

$22.4 Million
0.25% of portfolio
Cetera Investment Advisers Schaumburg, IL

418K
Shares

$20.3 Million
0.05% of portfolio
Cambridge Investment Research Advisors, Inc.

310K
Shares

$15 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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