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
Clough Capital Partners 521k $4.0M 11% Dec 2023
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Guggenheim Capital, LLC Managers 231k $1.8M 42% Dec 2023
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Shaker Financial Services 196k $1.5M 100% Dec 2023
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Uncommon Cents Investing 185k $1.4M 0% Dec 2023
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Quarry 144k $1.1M 28% Dec 2023
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Landscape Capital Management 126k $974k 100% Dec 2023
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Advisor Group Holdings 88k $680k 22% Dec 2023
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HighTower Advisors 79k $609k 0% Dec 2023
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Harbour Investments 60k $466k -2% Dec 2023
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Melfa Wealth Management 60k $462k 1% Dec 2023
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SFI Advisors 49k $378k 30% Dec 2023
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Wells Fargo & Company 41k $315k 110% Dec 2023
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Wolverine Asset Management 39k $299k 100% Dec 2023
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Commonwealth Equity Services 37k $285k 0% Dec 2023
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SeaCrest Wealth Management 34k $276k 3% Mar 2024
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CSS 31k $238k -14% Dec 2023
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AEGON USA Investment Management 29k $222k 0% Dec 2023
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Neuberger Berman Group 27k $207k 100% Dec 2023
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Capital Investment Advisors 27k $216k -3% Mar 2024
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Atria Wealth Solutions 17k $131k -30% Dec 2023
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National Asset Management 15k $119k 25% Dec 2023
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Raymond James Financial Services Advisors 14k $111k -17% Dec 2023
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Royal Bank of Canada 13k $99k 55% Dec 2023
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Raymond James & Associates 12k $93k 0% Dec 2023
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UBS Group 12k $93k 4% Dec 2023
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Janney Montgomery Scott 12k $92k 0% Dec 2023
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Kestra Advisory Services 12k $90k 1% Dec 2023
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Bailard 11k $84k 0% Dec 2023
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Bank of America Corporation 5.5k $42k 0% Dec 2023
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CWM 5.5k $44k 79% 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 $3.3k 0% Dec 2023
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Who sold out of Lehman Brothers First Trust IOF?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2023 22k $167k
Wealth Enhancement Advisory Services Dec 2023 11k $84k
AdvisorNet Financial Dec 2023 1.2k $9.6k