Raymond James Financial Services Advisors, Inc. Northern Lts Fd Tr Iii Hcm Def Transaction History

Raymond James Financial Services Advisors, Inc.

$66.3 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 25, 2022	SELL	N/A	-9,429 Reduced 31.86%	20,166 $707,000
Q2 2022 Aug 12, 2022	BUY	N/A	3,827 Added 14.85%	29,595 $1.09 Million
Q1 2022 May 11, 2022	BUY	N/A	18,134 Added 237.54%	25,768 $1.23 Million
Q4 2021 Feb 08, 2022	BUY	N/A	7,634 New	7,634 $430,000

Others Institutions Holding QQH

# of Institutions

Shares Held

6.05M

Call Options Held

Put Options Held

Howard Capital Management Inc.

3.84M
Shares

$250 Million
27.88% of portfolio
Cambridge Investment Research Advisors, Inc.

614K
Shares

$40 Million
0.13% of portfolio
Envestnet Asset Management Inc

363K
Shares

$23.7 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

335K
Shares

$21.8 Million
0.21% of portfolio
Cetera Investment Advisers Schaumburg, IL

289K
Shares

$18.8 Million
0.04% of portfolio

View Full List

About NORTHERN LTS FD TR III HCM DEF

Ticker QQH
Sector ETFs
Industry ETFs

More about QQH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Account