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Hancock John Invt TR

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Almitas Capital LLC
INCREASED
Shares538,822 from 163,125
Change+375,697 (+230%)
Value$2.8M (+$2.0M)
Filed 2024-05-14
1607 Capital Partners, LLC
INCREASED
Shares312,903 from 311,902
Change+1,001 (+0%)
Value$1.6M (+$44.2K)
Filed 2024-05-13
SIT Investment Associates Inc
INCREASED
Shares294,649 from 98,631
Change+196,018 (+199%)
Value$1.5K (+$1.0K)
Filed 2024-05-14
Absolute Investment Advisers, LLC
NEW
Shares287,333
Change+287,333
Value$1.5M
Filed 2025-01-31
Morgan Stanley
INCREASED
Shares99,118 from 68,014
Change+31,104 (+46%)
Value$518.9K (+$171.3K)
Filed 2024-10-17
Osaic Holdings, Inc.
INCREASED
Shares92,997 from 89,485
Change+3,512 (+4%)
Value$487.0K (+$29.8K)
Filed 2024-05-10
Yakira Capital Management, Inc.
NEW
Shares82,101
Change+82,101
Value$429.8K
Filed 2024-05-14
LPL Financial LLC
DECREASED
Shares77,896 from 148,523
Change-70,627 (-48%)
Value$407.8K (-$351.2K)
Filed 2024-05-10
UBS Group AG
DECREASED
Shares77,258 from 78,773
Change-1,515 (-2%)
Value$404.4K (+$1.9K)
Filed 2024-05-13
Harbour Investments, Inc.
INCREASED
Shares67,807 from 59,563
Change+8,244 (+14%)
Value$355.0K (+$50.6K)
Filed 2024-07-22
Rivernorth Capital Management, LLC
UNCHANGED
Shares65,409 from 65,409
Change0 (0%)
Value$342.7K (+$8.5K)
Filed 2024-05-15
Commonwealth Equity Services, LLC
INCREASED
Shares38,766 from 38,371
Change+395 (+1%)
Value$203 (+$7)
Filed 2024-04-29
NWF Advisory Services Inc.
UNCHANGED
Shares37,300 from 37,300
Change0 (0%)
Value$195.3K (+$4.7K)
Filed 2025-10-06
Guggenheim Capital LLC
DECREASED
Shares33,148 from 62,940
Change-29,792 (-47%)
Value$173.7K (-$147.9K)
Filed 2024-05-14
Wells Fargo & Company
DECREASED
Shares28,915 from 30,918
Change-2,003 (-6%)
Value$151.4K (-$6.6K)
Filed 2024-05-10
Cetera Investment Advisers
NEW
Shares26,900
Change+26,900
Value$140.8K
Filed 2024-05-24
AlphaMark Advisors, LLC
UNCHANGED
Shares24,250 from 24,250
Change0 (0%)
Value$127 (+$3)
Filed 2024-04-18
H D Vest Advisory Services
INCREASED
Shares19,912 from 18,950
Change+962 (+5%)
Value$104.2K (+$7.4K)
Filed 2024-05-08
Epoch Investment Partners, Inc.
DECREASED
Shares19,577 from 66,133
Change-46,556 (-70%)
Value$102.5K (-$235.5K)
Filed 2024-05-14
Compound Planning, Inc.
INCREASED
Shares17,098 from 16,614
Change+484 (+3%)
Value$89.5K (+$4.6K)
Filed 2024-05-07
NewEdge Advisors, LLC
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$78.0K (+$1.4K)
Filed 2024-05-14
Atria Wealth Solutions, Inc.
UNCHANGED
Shares10,488 from 10,488
Change0 (0%)
Value$54.9K (+$1.3K)
Filed 2024-05-13
Samalin Investment Counsel, LLC
INCREASED
Shares10,371 from 10,060
Change+311 (+3%)
Value$54.3K (+$2.9K)
Filed 2024-05-13
Cornerstone Advisors, LLC
DECREASED
Shares9,732 from 61,915
Change-52,183 (-84%)
Value$50.9K (-$265.4K)
Filed 2024-05-10
Atlantic Trust Group, LLC
NEW
Shares7,500
Change+7,500
Value$39.2K
Filed 2024-05-10
Private Trust Co NA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$15.7K (+$375)
Filed 2024-04-24
Pathway Financial Advisers, LLC
UNCHANGED
Shares2,879 from 2,879
Change0 (0%)
Value$15.1K (+$359)
Filed 2024-05-29
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$1.5K (+$35)
Filed 2024-05-15
Clough Capital Partners L P
CLOSED
Shares0 from 369,015
Change-369,015 (-100%)
Value$0 (-$1.9M)
Filed 2024-05-15
Cetera Advisor Networks LLC
CLOSED
Shares0 from 22,700
Change-22,700 (-100%)
Value$0 (-$116.0K)
Filed 2024-05-24
City of London Investment Management Co LTD
CLOSED
Shares0 from 20,814
Change-20,814 (-100%)
Value$0 (-$106.4K)
Filed 2024-05-10
JPMorgan Chase & Co
CLOSED
Shares0 from 17,230
Change-17,230 (-100%)
Value$0 (-$88.0K)
Filed 2024-12-26
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 16,523
Change-16,523 (-100%)
Value$0 (-$84.4K)
Filed 2024-05-09
Advisory Services Network, LLC
CLOSED
Shares0 from 4,742
Change-4,742 (-100%)
Value$0 (-$24.2K)
Filed 2024-05-06
Bank of America Corp
CLOSED
Shares0 from 375
Change-375 (-100%)
Value$0 (-$1.9K)
Filed 2025-03-18
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
Almitas Capital LLC
INCREASED538,822163,125+375,697+230%$833.6K$2.8M+$2.0M2024-05-14
1607 Capital Partners, LLC
INCREASED312,903311,902+1,001+0%$1.6M$1.6M+$44.2K2024-05-13
SIT Investment Associates Inc
INCREASED294,64998,631+196,018+199%$504$1.5K+$1.0K2024-05-14
Absolute Investment Advisers, LLC
NEW287,333—+287,333——$1.5M—2025-01-31
Morgan Stanley
INCREASED99,11868,014+31,104+46%$347.6K$518.9K+$171.3K2024-10-17
Osaic Holdings, Inc.
INCREASED92,99789,485+3,512+4%$457.3K$487.0K+$29.8K2024-05-10
Yakira Capital Management, Inc.
NEW82,101—+82,101——$429.8K—2024-05-14
LPL Financial LLC
DECREASED77,896148,523-70,627-48%$759.0K$407.8K-$351.2K2024-05-10
UBS Group AG
DECREASED77,25878,773-1,515-2%$402.5K$404.4K+$1.9K2024-05-13
Harbour Investments, Inc.
INCREASED67,80759,563+8,244+14%$304.4K$355.0K+$50.6K2024-07-22
Rivernorth Capital Management, LLC
UNCHANGED65,40965,40900%$334.2K$342.7K+$8.5K2024-05-15
Commonwealth Equity Services, LLC
INCREASED38,76638,371+395+1%$196$203+$72024-04-29
NWF Advisory Services Inc.
UNCHANGED37,30037,30000%$190.6K$195.3K+$4.7K2025-10-06
Guggenheim Capital LLC
DECREASED33,14862,940-29,792-47%$321.6K$173.7K-$147.9K2024-05-14
Wells Fargo & Company
DECREASED28,91530,918-2,003-6%$158.0K$151.4K-$6.6K2024-05-10
Cetera Investment Advisers
NEW26,900—+26,900——$140.8K—2024-05-24
AlphaMark Advisors, LLC
UNCHANGED24,25024,25000%$124$127+$32024-04-18
H D Vest Advisory Services
INCREASED19,91218,950+962+5%$96.8K$104.2K+$7.4K2024-05-08
Epoch Investment Partners, Inc.
DECREASED19,57766,133-46,556-70%$337.9K$102.5K-$235.5K2024-05-14
Compound Planning, Inc.
INCREASED17,09816,614+484+3%$84.9K$89.5K+$4.6K2024-05-07
NewEdge Advisors, LLC
UNCHANGED14,90014,90000%$76.6K$78.0K+$1.4K2024-05-14
Atria Wealth Solutions, Inc.
UNCHANGED10,48810,48800%$53.6K$54.9K+$1.3K2024-05-13
Samalin Investment Counsel, LLC
INCREASED10,37110,060+311+3%$51.4K$54.3K+$2.9K2024-05-13
Cornerstone Advisors, LLC
DECREASED9,73261,915-52,183-84%$316.4K$50.9K-$265.4K2024-05-10
Atlantic Trust Group, LLC
NEW7,500—+7,500——$39.2K—2024-05-10
Private Trust Co NA
UNCHANGED3,0003,00000%$15.3K$15.7K+$3752024-04-24
Pathway Financial Advisers, LLC
UNCHANGED2,8792,87900%$14.7K$15.1K+$3592024-05-29
Steward Partners Investment Advisory, LLC
UNCHANGED28028000%$1.4K$1.5K+$352024-05-15
Clough Capital Partners L P
CLOSED0369,015-369,015-100%$1.9M$0-$1.9M2024-05-15
Cetera Advisor Networks LLC
CLOSED022,700-22,700-100%$116.0K$0-$116.0K2024-05-24
City of London Investment Management Co LTD
CLOSED020,814-20,814-100%$106.4K$0-$106.4K2024-05-10
JPMorgan Chase & Co
CLOSED017,230-17,230-100%$88.0K$0-$88.0K2024-12-26
Landscape Capital Management, L.L.C.
CLOSED016,523-16,523-100%$84.4K$0-$84.4K2024-05-09
Advisory Services Network, LLC
CLOSED04,742-4,742-100%$24.2K$0-$24.2K2024-05-06
Bank of America Corp
CLOSED0375-375-100%$1.9K$0-$1.9K2025-03-18
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 36 of 36 institutions