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Hancock John Invt TR

CUSIP: 41013P749 | 125 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
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Institutional Holders — Q1 2023

1607 Capital Partners, LLC276,080
0.1% of portfolio›$1.4M
Clough Capital Partners L P207,420
0.1% of portfolio›$1.0M
LPL Financial LLC173,344
0.0% of portfolio›$851.1K
Shaker Financial Services, LLC117,825
0.3% of portfolio›$578.5K
Osaic Holdings, Inc.86,331
0.0% of portfolio›$423.9K
Epoch Investment Partners, Inc.84,613
0.0% of portfolio›$415.5K
UBS Group AG73,664
0.0% of portfolio›$361.7K
Harbour Investments, Inc.57,991
0.0% of portfolio›$284.7K
Guggenheim Capital LLC57,405
0.0% of portfolio›$281.9K
Morgan Stanley48,334
0.0% of portfolio›$237.3K
Commonwealth Equity Services, LLC41,834
0.0% of portfolio›$205
Wells Fargo & Company37,590
0.0% of portfolio›$184.6K
NWF Advisory Services Inc.37,300
0.0% of portfolio›$174.9K
Samalin Investment Counsel, LLC35,575
0.1% of portfolio›$174.7K
Susquehanna International Group, LLP29,464
0.0% of portfolio›$144.7K
AlphaMark Advisors, LLC24,250
0.0% of portfolio›$119
NewEdge Advisors, LLC23,100
0.0% of portfolio›$108.8K
Cetera Advisor Networks LLC22,350
0.0% of portfolio›$109.7K
Compound Planning, Inc.18,474
0.1% of portfolio›$90.7K
H D Vest Advisory Services11,175
0.0% of portfolio›$54.9K
Wolverine Asset Management LLC9,430
0.0% of portfolio›$46.3K
Advisory Services Network, LLC4,742
0.0% of portfolio›$23.3K
Optimum Investment Advisors4,000
0.0% of portfolio›$19.6K
Royal Bank of Canada3,284
0.0% of portfolio›$16.0K
Private Trust Co NA3,000
0.0% of portfolio›$14.7K
Pathway Financial Advisers, LLC2,879
0.0% of portfolio›$14.1K
Belpointe Asset Management LLC2,000
0.0% of portfolio›$9.8K
City Holding Co1,200
0.0% of portfolio›$5.9K
Steward Partners Investment Advisory, LLC863
0.0% of portfolio›$4.2K
Ameritas Advisory Services, LLC100
0.0% of portfolio›$491
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
1607 Capital Partners, LLC
276,080$1.4M0.1%YieldMediumRichmond, VA2023-05-15
Clough Capital Partners L P
207,420$1.0M0.1%ValueHighBoston, MA2023-05-15
LPL Financial LLC
173,344$851.1K0.0%IndexVery LowFort Mill, SC2023-05-10
Shaker Financial Services, LLC
117,825$578.5K0.3%YieldHighArlington, VA2023-05-08
Osaic Holdings, Inc.
86,331$423.9K0.0%IndexLowScottsdale, AZ2023-05-12
Epoch Investment Partners, Inc.
84,613$415.5K0.0%CoreMediumNew York, NY2023-05-12
UBS Group AG
73,664$361.7K0.0%CoreMediumZurich, Switzerland2023-05-12
Harbour Investments, Inc.
57,991$284.7K0.0%ETFLowMadison, WI2023-05-15
Guggenheim Capital LLC
57,405$281.9K0.0%CoreLowChicago, IL2023-05-11
Morgan Stanley
48,334$237.3K0.0%CoreLowNew York, NY2023-05-15
Commonwealth Equity Services, LLC
41,834$2050.0%ETFLowWaltham, MA2023-05-11
Wells Fargo & Company
37,590$184.6K0.0%CoreLowSan Francisco, CA2023-05-12
NWF Advisory Services Inc.
37,300$174.9K0.0%GARPLowLos Angeles, CA2025-12-08
Samalin Investment Counsel, LLC
35,575$174.7K0.1%YieldMediumChappaqua, NY2023-05-09
Susquehanna International Group, LLP
29,464$144.7K0.0%GrowthHighBala Cynwyd, PA2023-05-16
AlphaMark Advisors, LLC
24,250$1190.0%GrowthVery LowFort Mitchell, KY2023-05-04
NewEdge Advisors, LLC
23,100$108.8K0.0%CoreLowNew Orleans, LA2023-05-12
Cetera Advisor Networks LLC
22,350$109.7K0.0%N/AN/AEl Segundo, CA2023-05-15
Compound Planning, Inc.
18,474$90.7K0.1%CoreLowNew York, NY2023-06-07
H D Vest Advisory Services
11,175$54.9K0.0%GrowthVery LowIrving, TX2023-04-28
Wolverine Asset Management LLC
9,430$46.3K0.0%Deep ValueVery HighChicago, IL2023-05-08
Advisory Services Network, LLC
4,742$23.3K0.0%GrowthLowAtlanta, GA2023-05-17
Optimum Investment Advisors
4,000$19.6K0.0%N/AN/AChicago, IL2023-05-03
Royal Bank of Canada
3,284$16.0K0.0%CoreLowToronto, Australia2023-05-15
Private Trust Co NA
3,000$14.7K0.0%CoreLowCleveland, OH2023-04-12
Pathway Financial Advisers, LLC
2,879$14.1K0.0%CoreLowAuburn, IN2024-07-19
Belpointe Asset Management LLC
2,000$9.8K0.0%CoreMediumReno, NV2023-05-15
City Holding Co
1,200$5.9K0.0%CoreLowCharleston, WV2023-04-17
Steward Partners Investment Advisory, LLC
863$4.2K0.0%CoreLowStamford, CT2023-05-15
Ameritas Advisory Services, LLC
100$4910.0%ETFHighLincoln, NE2023-04-28
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-05-15