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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.2% |
$54 - $67.6
|
501
$36K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
59.3K+ 12.1% |
$3.2M - $4.01M
|
549K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
287New |
$15.5K - $19.4K
|
287
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.48K- 12.61% |
$242K - $303K
|
31K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$5.4K - $6.76K
|
100
$7.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
383New |
$20.7K - $25.9K
|
383
$27.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1KNew |
$221K - $277K
|
4.1K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.86K- 10.63% |
$101K - $126K
|
15.7K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.32K+ 11.23% |
$287K - $359K
|
52.7K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 88.57% |
$1.26M - $1.58M
|
3.02K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.6K+ 42.95% |
$4.3M - $5.38M
|
265K
$19M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.81K- 1.38% |
$152K - $190K
|
200K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49KNew |
$134K - $168K
|
2.49K
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-75- 0.25% |
$4.05K - $5.07K
|
30.4K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62K+ 13.85% |
$3.35M - $4.19M
|
509K
$36.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.66K- 9.79% |
$144K - $180K
|
24.5K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
35.8K+ 41.32% |
$1.94M - $2.42M
|
123K
$8.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-195- 4.45% |
$10.5K - $13.2K
|
4.19K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
520+ 12.42% |
$28.1K - $35.2K
|
4.71K
$338K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-27.2K- 0.43% |
$1.47M - $1.84M
|
6.31M
$453M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.28K- 0.37% |
$69.1K - $86.5K
|
348K
$25M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 5.57% |
$1.79M - $2.24M
|
561K
$40.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 16.74% |
$4.75M - $5.95M
|
614K
$44.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
470+ 1.94% |
$25.4K - $31.8K
|
24.7K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-450- 2.32% |
$24.3K - $30.4K
|
19K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.7KNew |
$1.28M - $1.6M
|
23.7K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.8KNew |
$1.5M - $1.88M
|
27.8K
$1.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 2.18% |
$26.4K - $33.1K
|
22K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
864+ 3.66% |
$46.7K - $58.4K
|
24.4K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.3K+ 73.98% |
$1.85M - $2.32M
|
80.7K
$5.79M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
14.8KNew |
$798K - $999K
|
14.8K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 23.1% |
$98.1K - $123K
|
6.04K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
18K+ 39.3% |
$972K - $1.22M
|
63.8K
$4.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.34K- 26.74% |
$289K - $361K
|
14.6K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.43K+ 6.71% |
$131K - $164K
|
38.7K
$2.78M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 50.0% |
$37.8K - $44.9K
|
650
$46.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.3K+ 14.29% |
$3.57M - $4.24M
|
490K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.4K- 15.82% |
$663K - $787K
|
60.6K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.92KNew |
$228K - $271K
|
3.92K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.7KNew |
$2.2M - $2.61M
|
37.7K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.41K- 49.11% |
$199K - $236K
|
3.54K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.53K- 27.33% |
$147K - $175K
|
6.72K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 312.21% |
$62.5K - $74.2K
|
1.42K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-256- 5.62% |
$14.9K - $17.7K
|
4.3K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-196- 59.04% |
$11.4K - $13.5K
|
136
$9.76K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
451New |
$26.3K - $31.2K
|
451
$32.4K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
101KNew |
$5.91M - $7.01M
|
101K
$7.28M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.37KNew |
$269K - $314K
|
4.37K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7+ 0.19% |
$431 - $503
|
3.78K
$272K
|
|