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Lehman Brothers First Trust IOF shares owned by Morgan Stanley

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Lehman Brothers First Trust IOF

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All positions including Lehman Brothers First Trust IOF held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.4M 688k 7.82
2024-03-31 $5.6M 696k 8.06
2023-12-31 $5.2M 667k 7.72
2023-09-30 $5.0M 669k 7.53
2023-06-30 $4.6M 619k 7.49
2022-12-31 $4.8M 563k 8.52
2022-06-30 $3.2M 376k 8.38
2022-03-31 $2.8M 247k 11.42
2021-06-30 $3.2M 243k 13.27
2020-12-31 $2.9M 246k 11.70
2020-09-30 $2.6M 238k 10.81
2020-06-30 $2.4M 225k 10.81
2020-03-31 $2.5M 231k 10.81
2019-12-31 $2.9M 232k 12.35
2019-09-30 $2.9M 234k 12.40
2019-03-31 $2.8M 249k 11.29
2018-12-31 $2.5M 261k 9.67
2018-09-30 $3.2M 294k 10.95
2018-06-30 $2.9M 271k 10.82
2018-03-31 $3.4M 302k 11.14
2017-12-31 $8.2M 696k 11.76
2017-03-31 $5.8M 488k 11.90
2016-12-31 $6.6M 562k 11.67
2016-09-30 $6.3M 411k 15.38
2016-06-30 $1.8M 161k 10.95
2016-03-31 $0 116k 0.00
2015-12-31 $1.4M 131k 10.79
2015-09-30 $2.6M 128k 20.00
2015-06-30 $2.6M 132k 20.00
2014-12-31 $1.6M 133k 12.30
2014-09-30 $1.7M 135k 12.93
2014-06-30 $2.3M 163k 13.88
2014-03-31 $2.1M 154k 13.62
2013-12-31 $2.3M 171k 13.25
2013-09-30 $2.4M 184k 13.02

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Top funds holding Lehman Brothers First Trust IOF

Guggenheim Capital, LLC Managers
Morgan Stanley
LPL Financial
GraniteShares Advisors
Wells Fargo & Company
Uncommon Cents Investing
Invesco
Melfa Wealth Management
J.w. Cole Advisors
HighTower Advisors
Harbour Investments
Goss Wealth Management
SeaCrest Wealth Management
Equitable Holdings
Commonwealth Equity Services

View all funds holding Lehman Brothers First Trust IOF