Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
179K+ 786.06% |
$5.94M - $6.48M
|
202K
$10.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.2K+ 325.02% |
$669K - $729K
|
26.4K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 9.73% |
$575K - $626K
|
195K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.8KNew |
$523K - $570K
|
15.8K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.7K+ 8.55% |
$421K - $459K
|
161K
$8.32M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 40.7% |
$377K - $411K
|
39.3K
$2.03M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.21KNew |
$206K - $224K
|
6.21K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
4.79K+ 0.13% |
$159K - $173K
|
3.56M
$184M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.99K+ 0.76% |
$65.9K - $71.8K
|
263K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 18.53% |
$45.8K - $49.9K
|
8.83K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
390+ 8.8% |
$12.9K - $14.1K
|
4.82K
$249K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
359+ 2.32% |
$11.9K - $13K
|
15.8K
$816K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
95+ 0.57% |
$3.15K - $3.43K
|
16.8K
$867K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.3% |
$265 - $289
|
2.65K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-273- 0.28% |
$9.06K - $9.87K
|
97.5K
$5.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-332- 2.04% |
$11K - $12K
|
15.9K
$822K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-495- 7.05% |
$16.4K - $17.9K
|
6.52K
$337K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.54K- 56.33% |
$50.9K - $55.5K
|
1.19K
$61.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.64K- 17.11% |
$54.3K - $59.2K
|
7.93K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.19K- 8.53% |
$72.5K - $79K
|
23.4K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.61K- 6.59% |
$86.4K - $94.2K
|
36.9K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.88K- 18.52% |
$261K - $285K
|
34.7K
$1.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10K- 21.23% |
$333K - $363K
|
37.2K
$1.92M
|
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-10.6K- 15.46% |
$351K - $382K
|
57.8K
$2.99M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.7K- 36.39% |
$387K - $421K
|
20.4K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.5K- 8.15% |
$482K - $525K
|
164K
$8.47M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.2K- 76.47% |
$669K - $729K
|
6.21K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.7K- 5.64% |
$920K - $1M
|
464K
$24M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.7K- 16.17% |
$1.25M - $1.36M
|
195K
$10.1M
|