Who owns NORTHERN LTS FD TR III?

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Analyze quarterly positions in Northern Lts Fd Tr Iii with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Northern Lts Fd Tr Iii stock

Who bought or sold NORTHERN LTS FD TR III this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
CWM 67k $3.7M 74% Dec 2025
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Swan Wealth Advisors 24k $1.3M -3% Mar 2026
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Camarda Wealth Advisory 23k $1.3M -3% Dec 2025
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Jane Street 21k $1.1M 29% Mar 2026
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Cambridge Investment Research Advisors 18k $949k -14% Mar 2026
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Kestra Advisory Services 5.4k $282k 3% Mar 2026
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Morgan Stanley 2.4k $124k 100% Mar 2026
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Advisor Group Holdings 100.00 $5.5k -96% Dec 2025
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Who sold out of Northern Lts Fd Tr Iii?

Fund or Company Name Date Sold Shares Held Valued At
Cetera Investment Advisers Dec 2025 4.4k $240k
UBS Group Dec 2025 102.00 $5.6k