Purchases and Sales Made in Q3 2025 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 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 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
214K+ 3.54% |
$11.6M - $12.9M
|
6.25M
$381M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66K+ 8.83% |
$3.58M - $4M
|
813K
$49.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.2K+ 7.78% |
$2.51M - $2.8M
|
640K
$39M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.7K+ 66.75% |
$2.21M - $2.47M
|
102K
$6.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.3K+ 14.16% |
$1.75M - $1.96M
|
260K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
25.4K+ 4.47% |
$1.38M - $1.54M
|
592K
$36.1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.9K+ 3.91% |
$810K - $904K
|
397K
$24.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.6K+ 14.0% |
$578K - $645K
|
86.6K
$5.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.68KNew |
$363K - $405K
|
6.68K
$407K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.89KNew |
$320K - $357K
|
5.89K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.57K+ 13.35% |
$303K - $338K
|
47.3K
$2.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.31KNew |
$288K - $322K
|
5.31K
$324K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
4.02KNew |
$218K - $243K
|
4.02K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.67K+ 5.2% |
$90.6K - $101K
|
33.8K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 19.78% |
$63.7K - $71.1K
|
7.1K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
568New |
$30.8K - $34.4K
|
568
$34.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
496New |
$26.9K - $30.1K
|
496
$30.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
322+ 1.28% |
$17.5K - $19.5K
|
25.5K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
100+ 0.09% |
$5.43K - $6.06K
|
106K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
99+ 13.45% |
$5.37K - $6K
|
835
$50.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$54.3 - $60.6
|
1
$61
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-35- 0.21% |
$1.9K - $2.12K
|
16.6K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-127- 2.43% |
$6.89K - $7.7K
|
5.1K
$311K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-144- 0.53% |
$7.82K - $8.73K
|
27.2K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-332- 3.17% |
$18K - $20.1K
|
10.2K
$619K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-351- 7.63% |
$19.1K - $21.3K
|
4.25K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-500- 10.22% |
$27.1K - $30.3K
|
4.39K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-735- 2.76% |
$39.9K - $44.5K
|
25.9K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.29K- 26.28% |
$69.9K - $78.1K
|
3.61K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.99K- 0.91% |
$162K - $181K
|
324K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.03K- 53.95% |
$165K - $184K
|
2.59K
$158K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.42K- 2.31% |
$185K - $207K
|
145K
$8.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.65K- 11.1% |
$198K - $221K
|
29.2K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-5.49K- 20.6% |
$298K - $333K
|
21.2K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.3K- 21.52% |
$342K - $382K
|
23K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-50.7K- 50.81% |
$2.75M - $3.07M
|
49.1K
$3M
|
|