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 | 8.0M | $220M | -2% | Dec 2023 |
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| H D Vest Advisory Services | 5.0M | $138M | -15% | Dec 2023 |
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| Hartford Funds Management | 3.3M | $92M | 0% | Dec 2023 |
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| Bank of America Corporation | 2.8M | $76M | 1% | Dec 2023 |
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| UBS Group | 2.0M | $55M | -7% | Dec 2023 |
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| Raymond James Financial Services Advisors | 2.0M | $54M | -1% | Dec 2023 |
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| Foster & Motley | 1.9M | $53M | 3% | Mar 2024 |
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| Trilogy Capital | 1.1M | $30M | -6% | Mar 2024 |
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| Raymond James & Associates | 1.1M | $29M | 1% | Dec 2023 |
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| WCG Wealth Advisors | 1.0M | $28M | -15% | Dec 2023 |
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| Baystate Wealth Management | 899k | $25M | 4% | Dec 2023 |
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| Jane Street | 688k | $19M | 86% | Dec 2023 |
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| Arden Trust | 663k | $19M | 0% | Mar 2024 |
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| Royal Bank of Canada | 460k | $13M | -15% | Dec 2023 |
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| Captrust Financial Advisors | 452k | $12M | 1% | Dec 2023 |
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| Private Advisor | 428k | $12M | 1% | Dec 2023 |
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| Clarius | 335k | $9.4M | -47% | Mar 2024 |
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| Goldstein Advisors | 319k | $8.7M | 1% | Dec 2023 |
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| Cornerstone Wealth Management | 244k | $6.7M | 6% | Dec 2023 |
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| Wagner Wealth Management | 198k | $5.4M | 3% | Dec 2023 |
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| Feltz Wealth PLAN | 190k | $5.2M | 66% | Dec 2023 |
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| IAG Wealth Partners | 179k | $4.9M | -3% | Dec 2023 |
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| Lido Advisors | 178k | $4.9M | -1% | Dec 2023 |
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| Bennett Associates Wealth Management | 170k | $4.7M | 100% | Dec 2023 |
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| Flow Traders US | 159k | $4.3M | 87% | Dec 2023 |
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| Baker Tilly Financial | 153k | $4.2M | -39% | Dec 2023 |
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| Howard Financial Services | 144k | $4.0M | -7% | Mar 2024 |
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| Citadel Advisors | 141k | $3.9M | 100% | Dec 2023 |
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| Mercer Global Advisors | 140k | $3.8M | -18% | Dec 2023 |
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| Resource Planning Group | 128k | $3.5M | -18% | Dec 2023 |
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| Branch Banking & Trust Company | 117k | $3.2M | -15% | Dec 2023 |
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| Sowa Financial Group | 111k | $3.0M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 110k | $3.0M | -26% | Dec 2023 |
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| WESCAP Management | 102k | $2.8M | 0% | Dec 2023 |
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| Wells Fargo & Company | 102k | $2.8M | -43% | Dec 2023 |
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| Coldstream Capital Management | 83k | $2.3M | -46% | Dec 2023 |
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| Fermata Advisors | 71k | $2.0M | -7% | Mar 2024 |
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| Jpmorgan Chase & Co | 70k | $1.9M | 686% | Dec 2023 |
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| Signature Securities Group Corporation | 54k | $1.5M | -2% | Mar 2024 |
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| Cobblestone Capital Advisors | 53k | $1.5M | -1% | Dec 2023 |
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| Hanson McClain Advisors | 52k | $1.4M | -17% | Dec 2023 |
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| Advisor Group Holdings | 50k | $1.4M | 15% | Dec 2023 |
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| Cambridge Investment Research Advisors | 40k | $1.1M | -8% | Dec 2023 |
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| D.A. Davidson & Co. | 38k | $1.0M | -2% | Dec 2023 |
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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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| 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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| HighTower Advisors | 29k | $808k | -10% | Dec 2023 |
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| Citigroup | 27k | $746k | -7% | Dec 2023 |
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| Mariner Wealth Advisors | 25k | $675k | 9% | Dec 2023 |
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| Kmg Fiduciary Partners | 21k | $581k | -37% | Mar 2024 |
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| Eagle Strategies | 19k | $532k | -2% | Dec 2023 |
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| David J.Sculati | 18k | $496k | 0% | Dec 2023 |
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| PCA Investment Advisory Services | 16k | $449k | -25% | Dec 2023 |
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| Stifel Financial | 16k | $445k | -60% | Dec 2023 |
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| Raymond James Trust | 16k | $439k | 0% | Dec 2023 |
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| Arkadios Wealth Advisors | 16k | $435k | 2% | Dec 2023 |
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| Davenport & Co | 15k | $413k | -8% | Dec 2023 |
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| SlateStone Wealth | 15k | $401k | -35% | Dec 2023 |
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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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| Bank of New York Mellon | 10k | $283k | 8% | Dec 2023 |
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| Janney Montgomery Scott | 9.8k | $267k | -8% | Dec 2023 |
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| Ieq Capital | 9.2k | $252k | -25% | Dec 2023 |
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| AdvisorNet Financial | 8.7k | $243k | -16% | Mar 2024 |
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| Advisor Resource Council | 8.7k | $237k | 100% | Dec 2023 |
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| BKM Wealth Management | 8.6k | $241k | 2% | Mar 2024 |
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| Financial Advocates Investment Management | 8.4k | $231k | 1% | Dec 2023 |
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| Kathleen S. Wright Associates | 8.3k | $232k | 0% | Mar 2024 |
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| WealthPlan Investment Management | 7.3k | $201k | 100% | Dec 2023 |
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| Harbour Investments | 5.4k | $149k | 0% | Dec 2023 |
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| Parallel Advisors | 5.2k | $144k | 0% | Dec 2023 |
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| Evermay Wealth Management | 4.4k | $120k | -4% | Dec 2023 |
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| Spire Wealth Management | 2.3k | $61k | 0% | Dec 2023 |
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| Global Retirement Partners | 2.1k | $56k | 61% | Dec 2023 |
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| Private Trust Co Na | 1.9k | $53k | 0% | Dec 2023 |
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| Close Asset Management | 1.2k | $32k | 0% | Dec 2023 |
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| Tucker Asset Management | 1.1k | $29k | 0% | Dec 2023 |
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| Us Bancorp | 951.00 | $26k | 626% | Dec 2023 |
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| Creative Financial Designs | 634.00 | $17k | 0% | Dec 2023 |
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| Sunbelt Securities | 543.00 | $15k | 0% | Mar 2024 |
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| Vima | 525.00 | $14k | 100% | Dec 2023 |
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| Smithfield Trust Company | 451.00 | $12k | 0% | Dec 2023 |
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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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| Wetzel Investment Advisors | 360.00 | $10k | 100% | Dec 2023 |
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| Sound Income Strategies | 207.00 | $5.8k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 200.00 | $5.5k | 0% | Dec 2023 |
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| Farther Finance Advisors | 162.00 | $4.4k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 133.00 | $3.0k | 0% | Dec 2023 |
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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 |
|---|---|---|---|
| Wellington Management Company | Sep 2023 | 51k | $1.3M |
| Ameritas Advisory Services | Sep 2023 | 10k | $256k |
| Claris Advisors, Llc / Mo / | Sep 2023 | 8.8k | $225k |
| Buckingham Strategic Partners | Sep 2023 | 8.8k | $225k |
| Mutual Advisors | Sep 2023 | 8.7k | $223k |
| Keystone Financial Group | Sep 2023 | 8.2k | $210k |
| Amplius Wealth Advisors | Dec 2023 | 7.5k | $207k |
| GPS Wealth Strategies Group | Sep 2023 | 143.00 | $3.7k |