Institutional Ownership Northern Lts Fd Tr Iii Hcm Def (LGH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (LGH). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 5.79 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
May 06, 2024 Q1 2024 |
3,753,098
shares
|
$186 Million
23.09% of portfolio
|
Q1 2024
Added 2.05%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
432,870
shares
|
$21.4 Million
0.01% of portfolio
|
Q1 2024
Added 51.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
351,902
shares
|
$17.4 Million
0.18% of portfolio
|
Q1 2024
Added 16.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
319,654
shares
|
$15.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 19.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
298,446
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2024
Added 277.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
175,703
shares
|
$8.69 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 19, 2024 Q1 2024 |
83,795
shares
|
$4.15 Million
3.52% of portfolio
|
Q1 2024
Added 53.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
62,225
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
52,713
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 19, 2024 Q1 2024 |
42,829
shares
|
$2.12 Million
1.18% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
36,020
shares
|
$1.78 Million
0.07% of portfolio
|
Q4 2023
Reduced 22.94%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.63 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
30,640
shares
|
$1.52 Million
1.05% of portfolio
|
Q1 2024
Reduced 9.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
26,874
shares
|
$1.33 Million
0.22% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
24,507
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.68%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
21,920
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2024
Reduced 90.28%
|
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
16,815
shares
|
$831,838
0.02% of portfolio
|
Q1 2024
Added 3.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
16,616
shares
|
$821,993
0.0% of portfolio
|
Q1 2024
Reduced 52.62%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
6,845
shares
|
$338,622
0.0% of portfolio
|
Q1 2024
Reduced 18.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
5,183
shares
|
$256,403
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,144
shares
|
$56,593
0.0% of portfolio
|
Q4 2023
Reduced 55.98%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
518
shares
|
$25,625
0.01% of portfolio
|
Q1 2024
Reduced 19.06%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
70
shares
|
$3,462
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|