Latest Institutional Purchases of Northern Lts Fd Tr Iii Hcm Def (QQH)
This list provides information on the latest institutional transactions involving Northern Lts Fd Tr Iii Hcm Def (QQH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 16.74% |
$4.75M - $5.95M
|
614K
$44.1M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.6K+ 42.95% |
$4.3M - $5.38M
|
265K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62K+ 13.85% |
$3.35M - $4.19M
|
509K
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
59.3K+ 12.1% |
$3.2M - $4.01M
|
549K
$39.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
35.8K+ 41.32% |
$1.94M - $2.42M
|
123K
$8.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.3K+ 73.98% |
$1.85M - $2.32M
|
80.7K
$5.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.8KNew |
$1.5M - $1.88M
|
27.8K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.7KNew |
$1.28M - $1.6M
|
23.7K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
18K+ 39.3% |
$972K - $1.22M
|
63.8K
$4.58M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
14.8KNew |
$798K - $999K
|
14.8K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.32K+ 11.23% |
$287K - $359K
|
52.7K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1KNew |
$221K - $277K
|
4.1K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49KNew |
$134K - $168K
|
2.49K
$179K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.43K+ 6.71% |
$131K - $164K
|
38.7K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
864+ 3.66% |
$46.7K - $58.4K
|
24.4K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
520+ 12.42% |
$28.1K - $35.2K
|
4.71K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
470+ 1.94% |
$25.4K - $31.8K
|
24.7K
$1.78M
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
287New |
$15.5K - $19.4K
|
287
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$5.4K - $6.76K
|
100
$7.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
101KNew |
$5.91M - $7.01M
|
101K
$7.28M
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.7KNew |
$2.2M - $2.61M
|
37.7K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.92KNew |
$228K - $271K
|
3.92K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 312.21% |
$62.5K - $74.2K
|
1.42K
$102K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
451New |
$26.3K - $31.2K
|
451
$32.4K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.37KNew |
$269K - $314K
|
4.37K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.28KNew |
$140K - $164K
|
2.28K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7+ 0.19% |
$431 - $503
|
3.78K
$272K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$200K - $237K
|
3.59K
$257K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.1KNew |
$210K - $256K
|
4.1K
$295K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.84KNew |
$94.5K - $115K
|
1.84K
$132K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
623+ 2.79% |
$31.9K - $38.9K
|
23K
$1.65M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 299.02% |
$5.17M - $5.92M
|
143K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.3K+ 40.35% |
$1.13M - $1.29M
|
81.2K
$5.83M
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
556New |
$24.1K - $28.2K
|
556
$39.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
83New |
$3.6K - $4.21K
|
83
$5.96K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
19.4KNew |
$861K - $970K
|
19.4K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.37KNew |
$282K - $318K
|
6.37K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16New |
$708 - $798
|
16
$1.15K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.35KNew |
$165K - $206K
|
4.35K
$312K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
807+ 13.16% |
$30.6K - $38.1K
|
6.94K
$498K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
143New |
$4.82K - $5.24K
|
143
$10.3K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.28KNew |
$44.7K - $48.8K
|
1.28K
$91.6K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.34K+ 95.36% |
$234K - $309K
|
13K
$933K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$36.9 - $48.6
|
1
$71.8
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129New |
$5.75K - $7.39K
|
129
$9.26K
|
|
| Q3 2021 | |||||||
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
6.2KNew |
$296K - $331K
|
6.2K
$445K
|
|