Toroso Investments, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History

Toroso Investments, LLC

$6.55 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$34.63 - $42.16 $486,239 - $591,968	-14,041 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$39.76 - $46.73 $558,270 - $656,135	14,041 New	14,041 $584,000

Others Institutions Holding LGH

# of Institutions

28

Shares Held

5.9M

Call Options Held

0

Put Options Held

0

Howard Capital Management Inc.

3.83M
Shares

$198 Million
22.97% of portfolio
Envestnet Asset Management Inc

473K
Shares

$24.4 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

366K
Shares

$18.9 Million
0.2% of portfolio
Cetera Investment Advisers Schaumburg, IL

340K
Shares

$17.6 Million
0.04% of portfolio
Cambridge Investment Research Advisors, Inc.

300K
Shares

$15.5 Million
0.05% of portfolio

About NORTHERN LTS FD TR III HCM DEF

Ticker LGH
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