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
Guggenheim Capital, LLC Managers 568k $4.2M 38% Dec 2025
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LPL Financial 515k $3.8M -7% Dec 2025
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GraniteShares Advisors 381k $2.8M 100% Dec 2025
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Invesco 275k $2.0M -13% Dec 2025
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Wells Fargo & Company 255k $1.9M 0% Dec 2025
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J.w. Cole Advisors 223k $1.7M -6% Dec 2025
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Uncommon Cents Investing 180k $1.3M 0% Dec 2025
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Harbour Investments 110k $816k 4% Dec 2025
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Bramshill Investments 100k $743k 1% Dec 2025
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Melfa Wealth Management 96k $716k 18% Dec 2025
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Advisor Group Holdings 74k $553k 86% Dec 2025
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Raymond James Financial 55k $409k 67% Dec 2025
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Shaker Financial Services 54k $402k 100% Dec 2025
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Equitable Holdings 46k $342k -7% Dec 2025
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Total Wealth Planning & Management 45k $337k 8% Dec 2025
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Apollon Wealth Management 45k $336k -9% Dec 2025
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Jane Street 42k $315k -2% Dec 2025
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SeaCrest Wealth Management 42k $314k 0% Dec 2025
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Goss Wealth Management 42k $312k -3% Dec 2025
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Cetera Investment Advisers 37k $274k 232% Dec 2025
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HighTower Advisors 31k $228k 2% Dec 2025
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Ameriprise Financial 30k $221k -75% Dec 2025
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Commonwealth Equity Services 28k $209k 1% Dec 2025
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AlphaCore Capital 24k $179k 0% Dec 2025
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UBS Group 22k $161k 22% Dec 2025
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Kestra Advisory Services 19k $139k 18% Dec 2025
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Morris Retirement Advisors 18k $134k 5% Dec 2025
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Royal Bank of Canada 14k $107k 23% Sep 2025
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Wealth Enhancement Advisory Services 14k $106k 1% Dec 2025
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Mercer Global Advisors 13k $99k 24% Dec 2025
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Capital Investment Advisors 13k $95k -28% Dec 2025
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Cura Wealth Advisors 12k $91k 100% Dec 2025
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Integrity Advisory Solutions 11k $81k 100% Dec 2025
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Bailard 11k $81k 0% Dec 2025
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Landscape Capital Management 10k $76k -16% Dec 2025
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Brian McDonald 2.9k $22k 0% Dec 2025
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CWM 2.9k $21k -42% Dec 2025
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Highline Wealth Partners 1.5k $11k 0% Dec 2025
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Garton & Associates Financial Advisors 822.00 $6.1k 100% Dec 2025
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Farther Finance Advisors 743.00 $5.5k 100% Dec 2025
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Northwestern Mutual Wealth Management Company 500.00 $3.7k 100% Dec 2025
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Hanson McClain Advisors 400.00 $3.0k 100% Dec 2025
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Balyasny Asset Management Jun 2025 45k $338k
Hrt Financial Sep 2025 19k $143k
PFG Investments Sep 2025 16k $120k
Susquehanna International Sep 2025 13k $100k
CoreCap Advisors Sep 2025 13k $94k
Advisory Services Network Sep 2025 1.0k $7.5k