Latest Institutional Transactions on Northern Lts Fd Tr Iii Hcm Def (LGH)
This table provides information on the latest institutional transactions involving Northern Lts Fd Tr Iii Hcm Def (LGH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.3K+ 23.3% |
$494K - $559K
|
54.5K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.24K- 4.39% |
$59.6K - $67.3K
|
27.1K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
70+ 0.3% |
$3.36K - $3.8K
|
23.1K
$1.11M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.72KNew |
$386K - $424K
|
7.72K
$370K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.9K+ 37.01% |
$642K - $705K
|
47.6K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.87K+ 3.29% |
$493K - $542K
|
310K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
327+ 163.5% |
$16.3K - $17.9K
|
527
$25.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$252K - $277K
|
5.05K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 26.59% |
$52.5K - $57.7K
|
5K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
48.4K+ 39.21% |
$2.42M - $2.66M
|
172K
$8.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.2K+ 10.08% |
$1.91M - $2.1M
|
418K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.6K+ 17.52% |
$4.38M - $4.81M
|
587K
$28.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38.6K+ 9.12% |
$1.93M - $2.12M
|
462K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.52KNew |
$276K - $303K
|
5.52K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
377New |
$18.8K - $20.7K
|
377
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 21.7% |
$521K - $572K
|
58.4K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
897+ 9.77% |
$44.8K - $49.2K
|
10.1K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 10.72% |
$3.65K - $4.01K
|
754
$36.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.41K- 7.59% |
$121K - $132K
|
29.4K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
47New |
$2.35K - $2.58K
|
47
$2.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-611- 7.18% |
$30.5K - $33.5K
|
7.89K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.23K- 4.7% |
$61.5K - $67.6K
|
25K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
78.6K+ 1.31% |
$3.93M - $4.31M
|
6.07M
$291M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21K+ 9.76% |
$1.05M - $1.15M
|
236K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
27+ 0.55% |
$1.35K - $1.48K
|
4.91K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
68+ 0.22% |
$3.4K - $3.73K
|
30.5K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
378+ 1.14% |
$18.9K - $20.7K
|
33.4K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
22.3KNew |
$1.11M - $1.22M
|
22.3K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-772- 2.84% |
$38.6K - $42.4K
|
26.4K
$1.27M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 90.15% |
$100K - $114K
|
240
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
53.2K+ 504.57% |
$2.42M - $2.77M
|
63.7K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
200New |
$9.1K - $10.4K
|
200
$9.6K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.27K- 55.8% |
$405K - $462K
|
7.35K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-145- 27.99% |
$6.34K - $7.22K
|
373
$17.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.1KNew |
$354K - $403K
|
8.1K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.32K- 19.24% |
$57.6K - $65.6K
|
5.53K
$265K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18KNew |
$209K - $241K
|
5.18K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
124K+ 418.01% |
$4.97M - $5.75M
|
153K
$7.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.5K+ 38.61% |
$744K - $860K
|
66.4K
$3.19M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.46K- 55.98% |
$51.8K - $60.2K
|
1.14K
$54.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
652New |
$23.2K - $27K
|
652
$31.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.71K - $1.89K
|
46
$2.21K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.69K- 4.58% |
$62.9K - $69.3K
|
35.2K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$204K - $225K
|
5.48K
$263K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 123.37% |
$413K - $455K
|
20.1K
$965K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.17K- 98.32% |
$40.6K - $46.1K
|
20
$960
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.3% |
$265 - $289
|
2.65K
$127K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-495- 7.05% |
$16.4K - $17.9K
|
6.52K
$313K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.23KNew |
$40.9K - $43.9K
|
1.23K
$59.2K
|
|