NORTHERN LTS FD TR III's ticker is LGH and the CUSIP is 66538R730. A total of 22 filers reported holding NORTHERN LTS FD TR III in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $29,000 | -6.5% | 885 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | +55.0% | 885 | +82.5% | 0.01% | +66.7% |
| Q1 2022 | $20,000 | -9.1% | 485 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | +15.8% | 485 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 485 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | +11.8% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | – | 485 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Howard Capital Management Inc. | 3,227,861 | $131,064,000 | 19.40% |
| Fulcrum Equity Management | 60,286 | $2,416,000 | 0.94% |
| Delta Investment Management, LLC | 27,700 | $1,110,000 | 0.35% |
| Triumph Capital Management | 10,415 | $417,000 | 0.20% |
| Tri-Star Advisors Inc. | 7,393 | $309,000 | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 357,780 | $14,336,000 | 0.07% |
| Orion Portfolio Solutions, LLC | 36,929 | $1,480,000 | 0.05% |
| Cetera Investment Advisers | 43,650 | $1,749,000 | 0.03% |
| Koshinski Asset Management, Inc. | 6,600 | $264,462,000 | 0.02% |
| Cetera Advisor Networks LLC | 39,033 | $1,564,000 | 0.02% |