Who owns Lehman Brothers First Trust IOF?

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Analyze quarterly positions in Lehman Brothers First Trust IOF with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Lehman Brothers First Trust IOF stock

Who bought or sold Lehman Brothers First Trust IOF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 696k $5.6M 4% Mar 2024
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LPL Financial 545k $4.4M 29% Mar 2024
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Guggenheim Capital, LLC Managers 231k $1.8M 42% Dec 2023
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Uncommon Cents Investing 185k $1.5M 0% Mar 2024
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Wells Fargo & Company 151k $1.2M 270% Mar 2024
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Quarry 103k $831k -29% Mar 2024
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Melfa Wealth Management 92k $743k 54% Mar 2024
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Advisor Group Holdings 90k $726k 2% Mar 2024
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HighTower Advisors 79k $636k 0% Mar 2024
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Harbour Investments 60k $466k -2% Dec 2023
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Goss Wealth Management 56k $447k -15% Mar 2024
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Cetera Investment Advisers 39k $318k 5% Mar 2024
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Commonwealth Equity Services 37k $301k 1% Mar 2024
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SeaCrest Wealth Management 34k $276k 3% Mar 2024
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PFG Investments 30k $237k 100% Mar 2024
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Capital Investment Advisors 27k $216k -3% Mar 2024
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Raymond James Financial Services Advisors 26k $212k 83% Mar 2024
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SFI Advisors 18k $142k -64% Mar 2024
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UBS Group 18k $142k 46% Mar 2024
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Royal Bank of Canada 14k $116k 12% Mar 2024
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Atria Wealth Solutions 14k $110k -20% Mar 2024
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National Asset Management 12k $93k -20% Mar 2024
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Raymond James & Associates 12k $97k 0% Mar 2024
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Kestra Advisory Services 12k $90k 1% Dec 2023
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Bailard 11k $87k 0% Mar 2024
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Brian McDonald 8.7k $70k -7% Mar 2024
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Bank of America Corporation 5.5k $44k 0% Mar 2024
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CWM 5.5k $44k 79% Mar 2024
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Hanson McClain Advisors 1.3k $10k 100% Mar 2024
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Baystate Wealth Management 512.00 $4.0k 100% Dec 2023
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GPS Wealth Strategies Group 425.00 $3.4k 0% Mar 2024
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Clough Capital Partners Dec 2023 521k $4.0M
Shaker Financial Services Dec 2023 196k $1.5M
Landscape Capital Management Dec 2023 126k $974k
Ameriprise Financial Sep 2023 65k $489k
Wolverine Asset Management Dec 2023 39k $299k
CSS Dec 2023 31k $238k
AEGON USA Investment Management Dec 2023 29k $222k
Neuberger Berman Group Dec 2023 27k $207k
Janney Montgomery Scott Dec 2023 12k $92k
Wealth Enhancement Advisory Services Dec 2023 11k $84k
AdvisorNet Financial Dec 2023 1.2k $9.6k