Who owns Lattice Strategies Tr dev mk x us st?
- Ticker: RODM
- CUSIP Number: 518416102
Tip: Access positions for across all investors
Analyze quarterly positions in Lattice Strategies Tr dev mk x us st with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Lattice Strategies Tr dev mk x us st stock
Who bought or sold Lattice Strategies Tr dev mk x us st this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| HPM Partners | 5.1M | $142M | -37% | Mar 2024 |
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| Morgan Stanley | 3.8M | $106M | -10% | Mar 2024 |
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| Hartford Funds Management | 3.3M | $94M | 0% | Mar 2024 |
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| Bank of America Corporation | 2.8M | $79M | 2% | Mar 2024 |
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| Foster & Motley | 1.9M | $53M | 3% | Mar 2024 |
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| UBS Group | 1.9M | $52M | -6% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.3M | $36M | -35% | Mar 2024 |
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| Trilogy Capital | 1.1M | $30M | -6% | Mar 2024 |
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| Raymond James & Associates | 1.0M | $29M | -1% | Mar 2024 |
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| Baystate Wealth Management | 899k | $25M | 4% | Dec 2023 |
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| Mariner Wealth Advisors | 870k | $24M | 3437% | Mar 2024 |
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| LPL Financial | 781k | $22M | 3% | Mar 2024 |
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| WCG Wealth Advisors | 780k | $22M | -25% | Mar 2024 |
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| Arden Trust | 663k | $19M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 462k | $13M | 230736% | Mar 2024 |
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| H D Vest Advisory Services | 449k | $13M | -91% | Mar 2024 |
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| Captrust Financial Advisors | 448k | $13M | -1% | Mar 2024 |
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| Private Advisor | 441k | $12M | 3% | Mar 2024 |
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| Royal Bank of Canada | 427k | $12M | -7% | Mar 2024 |
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| Goldstein Advisors | 342k | $9.6M | 7% | Mar 2024 |
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| Clarius | 335k | $9.4M | -47% | Mar 2024 |
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| Cornerstone Wealth Management | 253k | $7.1M | 4% | Mar 2024 |
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| Envestnet Asset Management | 223k | $6.2M | -6% | Mar 2024 |
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| Vawter Financial | 219k | $6.1M | 253% | Mar 2024 |
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| Lido Advisors | 214k | $6.0M | 20% | Mar 2024 |
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| Jane Street | 211k | $5.9M | -69% | Mar 2024 |
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| Citadel Advisors | 200k | $5.6M | 43% | Mar 2024 |
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| Feltz Wealth PLAN | 196k | $5.5M | 3% | Mar 2024 |
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| Bennett Associates Wealth Management | 186k | $5.2M | 9% | Mar 2024 |
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| IAG Wealth Partners | 176k | $4.9M | -1% | Mar 2024 |
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| Goss Wealth Management | 148k | $4.1M | 54% | Mar 2024 |
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| Howard Financial Services | 144k | $4.0M | -7% | Mar 2024 |
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| Resource Planning Group | 128k | $3.5M | -18% | Dec 2023 |
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| Mercer Global Advisors | 121k | $3.4M | -13% | Mar 2024 |
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| Branch Banking & Trust Company | 117k | $3.3M | 0% | Mar 2024 |
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| Sowa Financial Group | 111k | $3.0M | 0% | Mar 2024 |
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| Susquehanna International | 101k | $2.8M | 328% | Mar 2024 |
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| WESCAP Management | 101k | $2.8M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 99k | $2.8M | -10% | Mar 2024 |
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| Ameriprise Financial | 84k | $2.3M | -71% | Mar 2024 |
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| Coldstream Capital Management | 83k | $2.3M | -46% | Dec 2023 |
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| Resources Investment Advisors | 82k | $2.3M | -25% | Mar 2024 |
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| Fermata Advisors | 71k | $2.0M | -7% | Mar 2024 |
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| Jpmorgan Chase & Co | 64k | $1.8M | -8% | Mar 2024 |
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| Cobblestone Capital Advisors | 57k | $1.6M | 7% | Mar 2024 |
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| Signature Securities Group Corporation | 54k | $1.5M | -2% | Mar 2024 |
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| Wells Fargo & Company | 51k | $1.4M | -50% | Mar 2024 |
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| Advisor Group Holdings | 44k | $1.2M | -11% | Mar 2024 |
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| Hanson McClain Advisors | 43k | $1.2M | -16% | Mar 2024 |
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| Cambridge Investment Research Advisors | 38k | $1.1M | -4% | Mar 2024 |
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| Kestra Advisory Services | 35k | $953k | -40% | Dec 2023 |
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| Rockefeller Capital Management | 34k | $934k | 15% | Dec 2023 |
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| HighTower Advisors | 33k | $937k | 14% | Mar 2024 |
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| Cranbrook Wealth Management | 32k | $887k | -62% | Mar 2024 |
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| First PREMIER Bank | 31k | $864k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 30k | $830k | -14% | Mar 2024 |
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| Qube Research & Technologies | 29k | $809k | 252% | Mar 2024 |
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| Citigroup | 27k | $755k | -1% | Mar 2024 |
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| Client 1st Advisory Group | 21k | $588k | -3% | Mar 2024 |
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| Kmg Fiduciary Partners | 21k | $581k | -37% | Mar 2024 |
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| D.A. Davidson & Co. | 20k | $562k | -47% | Mar 2024 |
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| David J.Sculati | 18k | $506k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 17k | $470k | -36% | Mar 2024 |
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| Aptus Capital Advisors | 17k | $466k | -18% | Mar 2024 |
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| Stifel Financial | 17k | $465k | 2% | Mar 2024 |
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| Raymond James Trust | 16k | $448k | 0% | Mar 2024 |
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| Arkadios Wealth Advisors | 15k | $410k | -8% | Mar 2024 |
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| Davenport & Co | 14k | $396k | -6% | Mar 2024 |
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| Hrt Financial | 12k | $346k | 100% | Mar 2024 |
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| SlateStone Wealth | 12k | $340k | -17% | Mar 2024 |
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| MB Generational Wealth | 12k | $37k | 100% | Mar 2024 |
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| Gladstone Institutional Advisory | 11k | $313k | -2% | Dec 2023 |
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| IFP Advisors | 11k | $302k | -44% | Dec 2023 |
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| PCA Investment Advisory Services | 11k | $301k | -34% | Mar 2024 |
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| Brian McDonald | 11k | $293k | -41% | Mar 2024 |
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| Janney Montgomery Scott | 9.6k | $267k | -2% | Mar 2024 |
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| Ieq Capital | 9.2k | $257k | 0% | Mar 2024 |
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| AdvisorNet Financial | 8.7k | $243k | -16% | Mar 2024 |
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| BKM Wealth Management | 8.6k | $241k | 2% | Mar 2024 |
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| Financial Advocates Investment Management | 8.4k | $236k | 0% | Mar 2024 |
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| Kathleen S. Wright Associates | 8.3k | $232k | 0% | Mar 2024 |
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| Keystone Financial Group | 7.2k | $202k | 100% | Mar 2024 |
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| Wagner Wealth Management | 6.6k | $186k | -97% | Mar 2024 |
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| Harbour Investments | 5.4k | $149k | 0% | Dec 2023 |
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| Parallel Advisors | 5.2k | $147k | 0% | Mar 2024 |
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| Evermay Wealth Management | 4.4k | $120k | -4% | Dec 2023 |
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| Global Retirement Partners | 4.0k | $113k | 93% | Mar 2024 |
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| Spire Wealth Management | 2.3k | $64k | 0% | Mar 2024 |
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| Private Trust Co Na | 1.9k | $55k | 0% | Mar 2024 |
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| FMR | 1.7k | $49k | 88% | Mar 2024 |
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| Close Asset Management | 1.2k | $33k | 0% | Mar 2024 |
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| Vima | 1.2k | $31k | 122% | Mar 2024 |
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| Tucker Asset Management | 1.1k | $29k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 986.00 | $28k | 641% | Mar 2024 |
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| SageView Advisory Group | 770.00 | $748k | 100% | Mar 2024 |
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| Creative Financial Designs | 545.00 | $15k | -14% | Mar 2024 |
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| Sunbelt Securities | 543.00 | $15k | 0% | Mar 2024 |
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| CWM | 450.00 | $13k | -82% | Mar 2024 |
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| Able Wealth Management | 433.00 | $12k | 100% | Dec 2023 |
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| Gen-Wealth Partners | 380.00 | $11k | 100% | Mar 2024 |
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| Wetzel Investment Advisors | 360.00 | $9.7k | 0% | Mar 2024 |
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| Sound Income Strategies | 207.00 | $5.8k | 100% | Mar 2024 |
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| Farther Finance Advisors | 162.00 | $4.5k | 0% | Mar 2024 |
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| Geneos Wealth Management | 142.00 | $4.0k | 100% | Mar 2024 |
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| Fernwood Investment Management | 17.00 | $476.000000 | 100% | Mar 2024 |
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| Gradient Investments | 1.00 | $21.000000 | 100% | Mar 2024 |
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Who sold out of Lattice Strategies Tr dev mk x us st?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2023 | 159k | $4.3M |
| Baker Tilly Financial | Dec 2023 | 153k | $4.2M |
| Wellington Management Company | Sep 2023 | 51k | $1.3M |
| Eagle Strategies | Dec 2023 | 19k | $532k |
| Bank of New York Mellon | Dec 2023 | 10k | $283k |
| Ameritas Advisory Services | Sep 2023 | 10k | $256k |
| Advisor Resource Council | Dec 2023 | 8.7k | $237k |
| Amplius Wealth Advisors | Dec 2023 | 7.5k | $207k |
| WealthPlan Investment Management | Dec 2023 | 7.3k | $201k |
| Us Bancorp | Dec 2023 | 951.00 | $26k |
| Hoey Investments | Sep 2023 | 939.00 | $24k |
| Smithfield Trust Company | Dec 2023 | 451.00 | $12k |
| Fortitude Family Office | Dec 2023 | 116.00 | $3.2k |