Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
106KNew |
$4.74M - $5.78M
|
106K
$6.02M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
100K+ 35.63% |
$4.48M - $5.46M
|
382K
$21.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.1K+ 18.14% |
$4.07M - $4.96M
|
593K
$33.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.2K+ 13.38% |
$3.94M - $4.8M
|
747K
$42.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
42.9K+ 8.19% |
$1.91M - $2.33M
|
567K
$32.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
42.3K+ 73.49% |
$1.89M - $2.3M
|
99.9K
$5.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
41.7K+ 39.25% |
$1.86M - $2.27M
|
148K
$8.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39KNew |
$1.74M - $2.12M
|
39K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33KNew |
$1.47M - $1.8M
|
33K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.8K+ 414.87% |
$1.11M - $1.35M
|
30.8K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
21.5K+ 39.46% |
$960K - $1.17M
|
76K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.82KNew |
$170K - $208K
|
3.82K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.38KNew |
$61.6K - $75.2K
|
1.38K
$78.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
878+ 17.38% |
$39.2K - $47.8K
|
5.93K
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
635+ 0.01% |
$28.3K - $34.6K
|
6.03M
$342M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-233- 28.98% |
$10.4K - $12.7K
|
571
$32.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-414- 1.53% |
$18.5K - $22.5K
|
26.6K
$1.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-415- 1.54% |
$18.5K - $22.6K
|
26.6K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-439- 1.71% |
$19.6K - $23.9K
|
25.2K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-452- 1.36% |
$20.2K - $24.6K
|
32.8K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-603- 1.42% |
$26.9K - $32.8K
|
41.8K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-662- 5.94% |
$29.5K - $36K
|
10.5K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.81K- 8.63% |
$80.8K - $98.5K
|
19.2K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.85K- 2.94% |
$82.5K - $101K
|
61K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 29.43% |
$91.2K - $111K
|
4.9K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-3.1K- 10.16% |
$138K - $168K
|
27.4K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-3.17K- 0.96% |
$141K - $173K
|
327K
$18.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.29K- 41.68% |
$147K - $179K
|
4.6K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 47.58% |
$198K - $242K
|
4.89K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.41K- 14.41% |
$241K - $294K
|
32.1K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.47K- 28.07% |
$289K - $352K
|
16.6K
$941K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-51.5K- 63.75% |
$2.3M - $2.8M
|
29.3K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76.4K- 25.11% |
$3.41M - $4.16M
|
228K
$12.9M
|