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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.34K- 26.74% |
$289K - $361K
|
14.6K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
18K+ 39.3% |
$972K - $1.22M
|
63.8K
$4.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.43K+ 6.71% |
$131K - $164K
|
38.7K
$2.58M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 50.0% |
$37.8K - $44.9K
|
650
$43.4K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.19KNew |
$244K - $289K
|
4.19K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.2% |
$58.2 - $69.1
|
502
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.7KNew |
$2.2M - $2.61M
|
37.7K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-6.69K- 1.88% |
$390K - $463K
|
349K
$23.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 15.82% |
$663K - $787K
|
60.6K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.3K+ 14.29% |
$3.57M - $4.24M
|
490K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.92KNew |
$228K - $271K
|
3.92K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.53K- 27.33% |
$147K - $175K
|
6.72K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-256- 5.62% |
$14.9K - $17.7K
|
4.3K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 312.21% |
$62.5K - $74.2K
|
1.42K
$94.6K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
87+ 0.36% |
$5.07K - $6.01K
|
24.3K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.41K- 49.11% |
$199K - $236K
|
3.54K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 59.04% |
$11.4K - $13.5K
|
136
$9.07K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-710- 3.9% |
$41.3K - $49.1K
|
17.5K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106+ 0.22% |
$6.17K - $7.33K
|
47.3K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-51.1K- 0.8% |
$2.98M - $3.53M
|
6.33M
$422M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.95K+ 3.55% |
$405K - $481K
|
203K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-159- 0.52% |
$9.26K - $11K
|
30.5K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
451New |
$26.3K - $31.2K
|
451
$30.1K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12+ 0.27% |
$699 - $829
|
4.39K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1K+ 17.95% |
$3.96M - $4.71M
|
447K
$29.8M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
101KNew |
$5.91M - $7.01M
|
101K
$6.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6K+ 16.07% |
$1.49M - $1.77M
|
185K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
438+ 1.99% |
$25.5K - $30.3K
|
22.5K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62K+ 13.37% |
$3.61M - $4.29M
|
526K
$35.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
162+ 0.84% |
$9.43K - $11.2K
|
19.4K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
25.8K+ 267.58% |
$1.51M - $1.79M
|
35.5K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.8K- 2.11% |
$745K - $884K
|
594K
$39.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-408- 4.94% |
$23.8K - $28.2K
|
7.86K
$524K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-52.9K- 37.89% |
$3.08M - $3.66M
|
86.7K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.4KNew |
$2.7M - $3.21M
|
46.4K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.84K- 7.25% |
$107K - $127K
|
23.6K
$1.57M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.3K- 92.0% |
$1.5M - $1.75M
|
2.11K
$141K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.37KNew |
$269K - $314K
|
4.37K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
466New |
$28.7K - $33.5K
|
466
$31.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
284New |
$17.5K - $20.4K
|
284
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.22% |
$431 - $503
|
3.24K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7+ 0.19% |
$431 - $503
|
3.78K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
36+ 0.13% |
$2.22K - $2.59K
|
27.2K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.28KNew |
$140K - $164K
|
2.28K
$152K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$200K - $237K
|
3.59K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.96K- 30.71% |
$109K - $130K
|
4.41K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 5.2% |
$148K - $175K
|
48.2K
$3.22M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-123- 29.78% |
$6.3K - $7.68K
|
290
$19.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$210K - $256K
|
4.1K
$274K
|
|