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

Mcdonald Partners LLC

$374 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$44.54 - $57.3 $57,011 - $73,344	-1,280 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$47.65 - $58.05 $60,992 - $74,304	1,280 New	1,280 $0

Others Institutions Holding QQH

# of Institutions

41

Shares Held

9.85M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.33M
Shares

$357 Million
7.4% of portfolio
Cambridge Investment Research Advisors, Inc.

594K
Shares

$33.4 Million
0.12% of portfolio
Envestnet Asset Management Inc

526K
Shares

$29.6 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

490K
Shares

$27.6 Million
0.31% of portfolio
Cetera Investment Advisers Schaumburg, IL

447K
Shares

$25.2 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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