Purchases and Sales Made in Q3 2025 in Northern Lts Fd Tr Iii Hcm Def (QQH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (QQH) during Q3 2025. The information is specifically focused on institutions that hold shares of NORTHERN LTS FD TR III HCM DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.9K+ 8.46% |
$3.46M - $3.99M
|
666K
$53.1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.05K+ 3.42% |
$604K - $695K
|
274K
$21.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.96K+ 14.05% |
$597K - $688K
|
72.7K
$5.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.27KNew |
$552K - $635K
|
8.27K
$660K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.79KNew |
$453K - $522K
|
6.79K
$542K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.39KNew |
$360K - $414K
|
5.39K
$430K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.51K+ 3.9% |
$101K - $116K
|
40.2K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
763+ 2.46% |
$50.9K - $58.6K
|
31.8K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
627+ 4.24% |
$41.8K - $48.1K
|
15.4K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
501+ 2.03% |
$33.4K - $38.5K
|
25.2K
$2.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 0.74% |
$7.27K - $8.37K
|
14.5K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-124- 0.51% |
$8.27K - $9.52K
|
24.4K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-124- 2.89% |
$8.27K - $9.52K
|
4.17K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-613- 3.23% |
$40.9K - $47.1K
|
18.3K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 19.05% |
$76.8K - $88.4K
|
4.89K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.82K- 3.12% |
$255K - $293K
|
119K
$9.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 13.64% |
$277K - $319K
|
26.3K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-5.84K- 23.89% |
$390K - $448K
|
18.6K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-41K- 50.85% |
$2.74M - $3.15M
|
39.7K
$3.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-105K- 1.67% |
$7.02M - $8.08M
|
6.2M
$495M
|