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 30 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
5,993,332
shares
|
$325 Million
4.27% of portfolio
|
Q3 2024
Added 56.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
499,796
shares
|
$27.1 Million
0.01% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
423,477
shares
|
$23 Million
0.23% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
379,418
shares
|
$20.6 Million
0.04% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
299,707
shares
|
$16.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
215,069
shares
|
$11.7 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
123,508
shares
|
$6.7 Million
3.3% of portfolio
|
Q2 2024
Added 2.56%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
63,728
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Added 504.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
48,012
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Added 90.66%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
42,910
shares
|
$2.33 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
42,128
shares
|
$2.28 Million
3.04% of portfolio
|
Q3 2024
Reduced 51.21%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
34,733
shares
|
$1.88 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
33,055
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Added 46.09%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.78 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,799
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
30,406
shares
|
$1.65 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
27,199
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
26,576
shares
|
$1.44 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
25,184
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2024
Reduced 23.74%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
9,185
shares
|
$498,102
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,505
shares
|
$461,226
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
4,884
shares
|
$264,859
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,953
shares
|
$214,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$62,039
0.0% of portfolio
|
Q4 2023
Reduced 55.98%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
681
shares
|
$36,930
0.0% of portfolio
|
Q3 2024
New holding
|