Legacy Capital Group California, Inc. Northern Lts Fd Tr Iii Hcm Def Transaction History

Legacy Capital Group California, Inc.

$328 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$44.25 - $49.86 $281,916 - $317,658	6,371 New	6,371 $286 Million

Others Institutions Holding QQH

# of Institutions

34

Shares Held

8.92M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

6.39M
Shares

$427 Million
5.69% of portfolio
Cambridge Investment Research Advisors, Inc.

593K
Shares

$39.6 Million
0.13% of portfolio
Envestnet Asset Management Inc

415K
Shares

$27.7 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

396K
Shares

$26.5 Million
0.26% of portfolio
Cetera Investment Advisers Schaumburg, IL

352K
Shares

$23.5 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

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