Latest Institutional Transactions on Northern Lts Fd Tr Iii Hcm Def (LGH)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iii Hcm Def (LGH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
34.7KNew |
$1.58M - $1.81M
|
34.7K
$1.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
57.2K+ 15.62% |
$2.6M - $2.98M
|
423K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200New |
$9.1K - $10.4K
|
200
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 90.15% |
$100K - $114K
|
240
$12.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-434- 1.35% |
$19.8K - $22.6K
|
31.8K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.95KNew |
$180K - $206K
|
3.95K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.5K+ 11.62% |
$1.8M - $2.05M
|
379K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.2K+ 504.57% |
$2.42M - $2.77M
|
63.7K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.16M+ 56.34% |
$98.3M - $112M
|
5.99M
$321M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 90.66% |
$1.04M - $1.19M
|
48K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.4K+ 5.59% |
$1.2M - $1.38M
|
500K
$26.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-588- 6.47% |
$26.8K - $30.6K
|
8.51K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-317- 0.73% |
$14.4K - $16.5K
|
42.9K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-234- 0.76% |
$10.7K - $12.2K
|
30.4K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.88KNew |
$222K - $254K
|
4.88K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.21K- 0.73% |
$100K - $115K
|
300K
$16.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
681New |
$31K - $35.4K
|
681
$36.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.19KNew |
$418K - $478K
|
9.19K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.2K- 1.01% |
$100K - $114K
|
215K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 46.09% |
$475K - $543K
|
33.1K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-44.2K- 51.21% |
$2.01M - $2.3M
|
42.1K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
200New |
$9.1K - $10.4K
|
200
$10.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.28K- 7.89% |
$104K - $118K
|
26.6K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.44K+ 24.98% |
$247K - $283K
|
27.2K
$1.46M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.16K+ 2.56% |
$138K - $157K
|
127K
$6.79M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.27K- 55.8% |
$405K - $462K
|
7.35K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-145- 27.99% |
$6.34K - $7.22K
|
373
$20K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.1KNew |
$354K - $403K
|
8.1K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 19.24% |
$57.6K - $65.6K
|
5.53K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.84K- 23.74% |
$343K - $390K
|
25.2K
$1.35M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$209K - $241K
|
5.18K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 418.01% |
$4.97M - $5.75M
|
153K
$8.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 38.61% |
$744K - $860K
|
66.4K
$3.56M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 55.98% |
$51.8K - $60.2K
|
1.14K
$61.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
652New |
$23.2K - $27K
|
652
$34.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.71K - $1.89K
|
46
$2.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.69K- 4.58% |
$62.9K - $69.3K
|
35.2K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$204K - $225K
|
5.48K
$293K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 123.37% |
$413K - $455K
|
20.1K
$1.08M
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.17K- 98.32% |
$40.6K - $46.1K
|
20
$1.07K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.3% |
$265 - $289
|
2.65K
$142K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-495- 7.05% |
$16.4K - $17.9K
|
6.52K
$349K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.23KNew |
$40.9K - $43.9K
|
1.23K
$66.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$50.5K - $54.2K
|
1.52K
$81.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.58K- 14.49% |
$85.6K - $92K
|
15.2K
$816K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-14KClosed |
$486K - $592K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-306KClosed |
$10.6M - $12.9M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-62- 0.19% |
$2.15K - $2.61K
|
32.9K
$1.76M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-7KClosed |
$242K - $295K
|
0
$0
|
|