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 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
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 299.02% |
$5.17M - $5.92M
|
143K
$9.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 40.35% |
$1.13M - $1.29M
|
81.2K
$5.41M
|
|
| Q4 2023 | |||||||
|
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
$425K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.35KNew |
$165K - $206K
|
4.35K
$290K
|
|
|
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
$9.54K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.63K- 36.5% |
$156K - $170K
|
8.05K
$537K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.22K- 98.78% |
$41K - $44.5K
|
15
$1K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.28KNew |
$44.7K - $48.8K
|
1.28K
$85.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.43K- 31.86% |
$331K - $361K
|
20.2K
$1.35M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-270KClosed |
$9.96M - $13.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.3KClosed |
$454K - $598K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.34K+ 95.36% |
$234K - $309K
|
13K
$867K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-57- 0.18% |
$2.1K - $2.77K
|
31.1K
$2.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26KClosed |
$46.3K - $61.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-390Closed |
$14.4K - $19K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-4.19KClosed |
$155K - $204K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$36.9 - $48.6
|
1
$66.7
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.91KClosed |
$174K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129New |
$5.75K - $7.39K
|
129
$8.6K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.55KClosed |
$158K - $203K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-8.46KClosed |
$377K - $485K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.28KClosed |
$57K - $73.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-69.6KClosed |
$3.33M - $3.71M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
6.2KNew |
$296K - $331K
|
6.2K
$414K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56.3KClosed |
$2.15M - $2.52M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-54Closed |
$1.31K - $1.65K
|
0
$0
|
|