Latest Institutional Transactions on Northern Lts Fd Tr Iii Hcm Def (QQH)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iii Hcm Def (QQH) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.1K+ 16.89% |
$1.42M - $1.66M
|
160K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-221- 2.24% |
$13.6K - $15.9K
|
9.66K
$645K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
36+ 0.13% |
$2.22K - $2.59K
|
27.2K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.28KNew |
$140K - $164K
|
2.28K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
230+ 0.76% |
$14.2K - $16.5K
|
30.7K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
446+ 1.21% |
$27.5K - $32.1K
|
37.4K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
18.2KNew |
$1.12M - $1.31M
|
18.2K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-12.9K- 33.67% |
$795K - $928K
|
25.4K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-29- 0.15% |
$1.79K - $2.08K
|
19.2K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.54K- 14.98% |
$218K - $255K
|
20.1K
$1.34M
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
31.1KNew |
$1.74M - $2.06M
|
31.1K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
48.5K+ 13.95% |
$2.71M - $3.21M
|
396K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8KNew |
$1.89M - $2.24M
|
33.8K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.72KNew |
$431K - $511K
|
7.72K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-9- 0.21% |
$502 - $596
|
4.24K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$200K - $237K
|
3.59K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 23.1% |
$75.9K - $90.1K
|
4.53K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.24KNew |
$181K - $215K
|
3.24K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.6K+ 10.57% |
$1.88M - $2.23M
|
352K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
44.4K+ 192.93% |
$2.48M - $2.94M
|
67.5K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
2.48M+ 63.77% |
$138M - $164M
|
6.37M
$425M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.1K+ 71.49% |
$1.57M - $1.86M
|
67.3K
$4.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.96K- 30.71% |
$109K - $130K
|
4.41K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 4.85% |
$1.07M - $1.27M
|
415K
$27.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-601- 10.73% |
$33.6K - $39.8K
|
5K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.6K- 3.35% |
$1.15M - $1.36M
|
593K
$39.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.61KNew |
$425K - $504K
|
7.61K
$509K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 5.2% |
$148K - $175K
|
48.2K
$3.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.06K+ 2.97% |
$157K - $191K
|
106K
$7.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145- 22.41% |
$7.43K - $9.06K
|
502
$33.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$210K - $256K
|
4.1K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.94KNew |
$99.6K - $121K
|
1.94K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-123- 29.78% |
$6.3K - $7.68K
|
290
$19.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.84KNew |
$94.5K - $115K
|
1.84K
$123K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
623+ 2.79% |
$31.9K - $38.9K
|
23K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.1K- 23.92% |
$364K - $443K
|
22.6K
$1.51M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.78KNew |
$182K - $209K
|
3.78K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 299.02% |
$5.17M - $5.92M
|
143K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 40.35% |
$1.13M - $1.29M
|
81.2K
$5.42M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.39K+ 50.22% |
$234K - $273K
|
16.1K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
83New |
$3.6K - $4.21K
|
83
$5.54K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
556New |
$24.1K - $28.2K
|
556
$37.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16New |
$708 - $798
|
16
$1.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
19.4KNew |
$861K - $970K
|
19.4K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.37KNew |
$282K - $318K
|
6.37K
$426K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.35KNew |
$165K - $206K
|
4.35K
$291K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
807+ 13.16% |
$30.6K - $38.1K
|
6.94K
$463K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
143New |
$4.82K - $5.24K
|
143
$9.55K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.63K- 36.5% |
$156K - $170K
|
8.05K
$537K
|
|