Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR III HCM DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
112KNew |
$5.37M - $6.07M
|
112K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.6K+ 20.26% |
$4.06M - $4.59M
|
502K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
80.7KNew |
$3.88M - $4.38M
|
80.7K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.8K+ 12.23% |
$3.45M - $3.9M
|
659K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.7K+ 13.35% |
$2.96M - $3.35M
|
524K
$28.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
57.6KNew |
$2.76M - $3.12M
|
57.6K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
45.5K+ 19.28% |
$2.18M - $2.47M
|
282K
$15.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
32.6K+ 663.67% |
$1.56M - $1.77M
|
37.5K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$734K - $830K
|
15.3K
$831K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.1KNew |
$535K - $605K
|
11.1K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.3K+ 23.3% |
$494K - $559K
|
54.5K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.39K+ 7.51% |
$211K - $238K
|
62.8K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.21KNew |
$202K - $228K
|
4.21K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
961+ 254.91% |
$46.1K - $52.1K
|
1.34K
$72.6K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
757+ 1610.64% |
$36.3K - $41.1K
|
804
$43.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
680+ 2.72% |
$32.6K - $36.9K
|
25.7K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
607+ 2.3% |
$29.1K - $32.9K
|
27K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
435New |
$20.9K - $23.6K
|
435
$23.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70+ 0.3% |
$3.36K - $3.8K
|
23.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
47+ 0.94% |
$2.26K - $2.55K
|
5.05K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6- 0.08% |
$288 - $325
|
7.89K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 2.39% |
$864 - $976
|
736
$40K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-137- 0.41% |
$6.58K - $7.43K
|
33.3K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-293- 5.3% |
$14.1K - $15.9K
|
5.23K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-754- 7.48% |
$36.2K - $40.9K
|
9.33K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-773- 10.02% |
$37.1K - $41.9K
|
6.95K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.24K- 4.39% |
$59.6K - $67.3K
|
27.1K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.29K- 5.81% |
$62.1K - $70.1K
|
21K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-5.23K- 10.99% |
$251K - $284K
|
42.4K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.25K- 1.7% |
$252K - $285K
|
304K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-10.8K- 3.18% |
$521K - $588K
|
330K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 79.63% |
$1.12M - $1.27M
|
5.99K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-40.8K- 0.67% |
$1.96M - $2.21M
|
6.03M
$327M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-65.7K- 38.19% |
$3.15M - $3.56M
|
106K
$5.77M
|