Institutional Ownership Northern Lts Fd Tr Iii Hcm Def (LGH)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iii Hcm Def (LGH). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 5.9 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Aug 05, 2024 Q2 2024 |
3,833,585
shares
|
$198 Million
22.97% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
473,349
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2024
Added 9.35%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
366,259
shares
|
$18.9 Million
0.2% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
339,920
shares
|
$17.6 Million
0.04% of portfolio
|
Q2 2024
Added 13.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
299,707
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
215,069
shares
|
$11.1 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
42,910
shares
|
$2.22 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
42,128
shares
|
$2.18 Million
3.04% of portfolio
|
Q3 2024
Reduced 51.21%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
33,055
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Added 46.09%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
32,861
shares
|
$1.7 Million
0.92% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
32,233
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.2%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
30,406
shares
|
$1.57 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
27,199
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Added 24.98%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
26,576
shares
|
$1.37 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
25,184
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 23.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
25,182
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Added 2.75%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,541
shares
|
$544,337
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
9,185
shares
|
$474,313
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
9,093
shares
|
$469,562
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
8,095
shares
|
$418,025
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,345
shares
|
$379,295
0.0% of portfolio
|
Q2 2024
Reduced 55.8%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
4,884
shares
|
$252,209
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,437
shares
|
$125,846
0.0% of portfolio
|
Q2 2024
Added 3381.43%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,144
shares
|
$59,076
0.0% of portfolio
|
Q4 2023
Reduced 55.98%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
681
shares
|
$35,166
0.0% of portfolio
|
Q3 2024
New holding
|