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 659k $4.3M 19% Mar 2026
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Cable Car Capital 550k $3.6M 100% Mar 2026
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Guggenheim Capital, LLC Managers 489k $3.1M -8% Jun 2026
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Quarry 487k $3.2M 100% Mar 2026
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Boothbay Fund Management 487k $3.2M 100% Mar 2026
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Alpine Partners VI 481k $3.1M 100% Mar 2026
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LPL Financial 481k $3.1M -7% Mar 2026
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GraniteShares Advisors 393k $2.5M 15% Jun 2026
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Sit Investment Associates 305k $2.0M 100% Mar 2026
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Wells Fargo & Company 266k $1.7M 5% Mar 2026
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Invesco 243k $1.6M -12% Mar 2026
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Clear Street Group 199k $1.2M 100% Jun 2026
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Jpmorgan Chase & Co 198k $1.2M 100% Jun 2026
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Uncommon Cents Investing 181k $1.2M 1% Mar 2026
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Ameriprise Financial 173k $1.1M 483% Mar 2026
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Harbour Investments 169k $1.1M 54% Mar 2026
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Melfa Wealth Management 104k $651k 8% Jun 2026
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Yakira Capital Management 104k $675k 100% Mar 2026
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Bramshill Investments 99k $642k -1% Mar 2026
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Raymond James Financial 90k $581k 63% Mar 2026
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Advisor Group Holdings 86k $555k 15% Mar 2026
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Total Wealth Planning & Management 54k $339k 14% Jun 2026
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Allspring Global Investments Holdings 49k $315k 100% Mar 2026
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Jane Street 47k $305k 11% Mar 2026
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Equitable Holdings 46k $342k 0% Mar 2026
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Apollon Wealth Management 46k $298k 2% Mar 2026
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SeaCrest Wealth Management 46k $285k 14% Jun 2026
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Goss Wealth Management 45k $282k 8% Jun 2026
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Marex Group 45k $292k 100% Mar 2026
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Creative Financial Designs 33k $206k 106% Jun 2026
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Robinson Capital Management 33k $214k 100% Mar 2026
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HighTower Advisors 31k $191k 0% Jun 2026
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Intl Fcstone 29k $185k 100% Jun 2026
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Commonwealth Equity Services 29k $180k 8% Jun 2026
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UBS Group 25k $162k 16% Mar 2026
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Nomura Holdings 25k $162k 100% Mar 2026
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Cetera Investment Advisers 23k $147k -39% Mar 2026
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AlphaCore Capital 21k $131k -12% Jun 2026
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Kestra Advisory Services 19k $120k 100% Jun 2026
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CoreCap Advisors 19k $119k 100% Jun 2026
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Morris Retirement Advisors 19k $119k 3% Jun 2026
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PFG Investments 19k $115k 100% Jun 2026
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Capital Investment Advisors 16k $97k 24% Jun 2026
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Royal Bank of Canada 14k $90k 100% Mar 2026
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Mercer Global Advisors 13k $83k 0% Jun 2026
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Cura Wealth Advisors 12k $77k 0% Jun 2026
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Cambridge Investment Research Advisors 11k $69k 4% Jun 2026
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Bailard 11k $68k 0% Jun 2026
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Fifth Third Bancorp 3.0k $19k 10% Jun 2026
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CWM 2.8k $18k -3% Mar 2026
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Axiom Investment Management 2.5k $16k 0% Jun 2026
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Highline Wealth Partners 1.5k $9.7k 0% Mar 2026
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Global Retirement Partners 1.1k $7.1k 100% Jun 2026
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Farther Finance Advisors 1.1k $6.7k 38% Jun 2026
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Community Fin'l Svs 470.00 $2.9k 0% Jun 2026
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WPG Advisers 169.00 $1.1k 100% Jun 2026
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Jones Financial Companies, L.L 50.00 $317.000000 100% Mar 2026
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
J.w. Cole Advisors Dec 2025 223k $1.7M
Wealth Enhancement Advisory Services Dec 2025 14k $106k
Integrity Advisory Solutions Mar 2026 13k $87k
Landscape Capital Management Dec 2025 10k $76k
Hanson McClain Advisors Mar 2026 400.00 $2.6k
Northwestern Mutual Wealth Management Company Mar 2026 281.00 $1.8k