Who owns Lehman Brothers First Trust IOF?
- Ticker: NHS
- CUSIP Number: 64128C106
Tip: Access positions for across all investors
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 | 481k | $3.1M | -7% | Mar 2026 |
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| GraniteShares Advisors | 342k | $2.2M | -10% | Mar 2026 |
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| Invesco | 275k | $2.0M | -13% | Dec 2025 |
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| Wells Fargo & Company | 266k | $1.7M | 5% | Mar 2026 |
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| Uncommon Cents Investing | 181k | $1.2M | 1% | Mar 2026 |
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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 | $624k | 0% | Mar 2026 |
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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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| Allspring Global Investments Holdings | 49k | $315k | 100% | Mar 2026 |
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| Total Wealth Planning & Management | 48k | $310k | 5% | Mar 2026 |
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| Equitable Holdings | 46k | $342k | -7% | Dec 2025 |
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| Apollon Wealth Management | 46k | $298k | 2% | Mar 2026 |
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| Jane Street | 42k | $315k | -2% | Dec 2025 |
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| Goss Wealth Management | 42k | $312k | -3% | Dec 2025 |
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| SeaCrest Wealth Management | 40k | $259k | -6% | Mar 2026 |
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| Cetera Investment Advisers | 37k | $274k | 232% | Dec 2025 |
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| Robinson Capital Management | 33k | $214k | 100% | Mar 2026 |
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| HighTower Advisors | 31k | $198k | 0% | Mar 2026 |
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| Ameriprise Financial | 30k | $221k | -75% | Dec 2025 |
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| Commonwealth Equity Services | 27k | $172k | -5% | Mar 2026 |
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| UBS Group | 25k | $162k | 16% | Mar 2026 |
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| AlphaCore Capital | 24k | $179k | 0% | Dec 2025 |
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| Morris Retirement Advisors | 19k | $120k | 2% | Mar 2026 |
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| Creative Financial Designs | 16k | $104k | 100% | Mar 2026 |
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| Integrity Advisory Solutions | 13k | $87k | 23% | Mar 2026 |
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| Mercer Global Advisors | 13k | $99k | 24% | Dec 2025 |
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| Capital Investment Advisors | 13k | $81k | -2% | Mar 2026 |
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| Cura Wealth Advisors | 12k | $80k | 0% | Mar 2026 |
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| Bailard | 11k | $70k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 11k | $69k | 100% | Mar 2026 |
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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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| Fifth Third Bancorp | 2.7k | $18k | 100% | Mar 2026 |
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| Highline Wealth Partners | 1.5k | $9.7k | 0% | Mar 2026 |
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| Farther Finance Advisors | 772.00 | $5.0k | 4% | Mar 2026 |
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| Community Fin'l Svs | 470.00 | $3.1k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 400.00 | $3.0k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 281.00 | $1.8k | -44% | 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 |
| Hrt Financial | Sep 2025 | 19k | $143k |
| Kestra Advisory Services | Dec 2025 | 19k | $139k |
| Wealth Enhancement Advisory Services | Dec 2025 | 14k | $106k |
| Susquehanna International | Sep 2025 | 13k | $100k |
| Advisory Services Network | Sep 2025 | 1.0k | $7.5k |
| Garton & Associates Financial Advisors | Dec 2025 | 822.00 | $6.1k |
| Jones Financial Companies, L.L | Sep 2025 | 354.00 | $2.7k |