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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 — Q2 2023

1607 Capital Partners, LLC361,881
0.1% of portfolio›$1.7M
Clough Capital Partners L P209,620
0.1% of portfolio›$983.1K
LPL Financial LLC176,502
0.0% of portfolio›$827.8K
Shaker Financial Services, LLC144,901
0.3% of portfolio›$679.6K
Osaic Holdings, Inc.85,682
0.0% of portfolio›$401.8K
Epoch Investment Partners, Inc.84,613
0.0% of portfolio›$396.8K
UBS Group AG77,923
0.0% of portfolio›$365.5K
Guggenheim Capital LLC65,625
0.0% of portfolio›$307.8K
Harbour Investments, Inc.61,943
0.0% of portfolio›$290.5K
Wolverine Asset Management LLC61,359
0.0% of portfolio›$287.8K
Morgan Stanley45,840
0.0% of portfolio›$215.0K
Commonwealth Equity Services, LLC40,834
0.0% of portfolio›$192
RPO LLC39,188
0.2% of portfolio›$183.8K
Wells Fargo & Company37,592
0.0% of portfolio›$176.3K
NWF Advisory Services Inc.37,300
0.0% of portfolio›$174.9K
Samalin Investment Counsel, LLC35,085
0.1% of portfolio›$164.5K
NewEdge Advisors, LLC24,300
0.0% of portfolio›$114.0K
AlphaMark Advisors, LLC24,250
0.0% of portfolio›$114
Cetera Advisor Networks LLC23,520
0.0% of portfolio›$110.3K
Cornerstone Advisors, LLC20,483
0.0% of portfolio›$96.1K
Compound Planning, Inc.18,474
0.0% of portfolio›$86.6K
Saba Capital Management, L.P.A12,630
0.0% of portfolio›$59.2K
Landscape Capital Management, L.L.C.12,545
0.0% of portfolio›$58.8K
H D Vest Advisory Services11,810
0.0% of portfolio›$55.4K
Logan Stone Capital, LLC11,388
0.0% of portfolio›$53.4K
Private Trust Co NA3,000
0.0% of portfolio›$14.1K
Quarry LP2,200
0.0% of portfolio›$10.3K
Steward Partners Investment Advisory, LLC883
0.0% of portfolio›$4.1K
Bank of America Corp375
0.0% of portfolio›$1.8K
JPMorgan Chase & Co52
0.0% of portfolio›$244
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
1607 Capital Partners, LLC
361,881$1.7M0.1%YieldMediumRichmond, VA2023-08-14
Clough Capital Partners L P
209,620$983.1K0.1%ValueHighBoston, MA2023-08-14
LPL Financial LLC
176,502$827.8K0.0%IndexVery LowFort Mill, SC2023-07-31
Shaker Financial Services, LLC
144,901$679.6K0.3%YieldHighArlington, VA2023-08-07
Osaic Holdings, Inc.
85,682$401.8K0.0%IndexLowScottsdale, AZ2023-08-21
Epoch Investment Partners, Inc.
84,613$396.8K0.0%CoreMediumNew York, NY2023-08-11
UBS Group AG
77,923$365.5K0.0%CoreMediumZurich, Switzerland2023-08-11
Guggenheim Capital LLC
65,625$307.8K0.0%CoreLowChicago, IL2023-08-11
Harbour Investments, Inc.
61,943$290.5K0.0%ETFLowMadison, WI2023-08-15
Wolverine Asset Management LLC
61,359$287.8K0.0%Deep ValueVery HighChicago, IL2023-08-07
Morgan Stanley
45,840$215.0K0.0%CoreLowNew York, NY2023-08-14
Commonwealth Equity Services, LLC
40,834$1920.0%ETFLowWaltham, MA2023-08-10
RPO LLC
39,188$183.8K0.2%YieldHighStamford, CT2023-08-09
Wells Fargo & Company
37,592$176.3K0.0%CoreLowSan Francisco, CA2023-08-15
NWF Advisory Services Inc.
37,300$174.9K0.0%GARPLowLos Angeles, CA2025-12-08
Samalin Investment Counsel, LLC
35,085$164.5K0.1%YieldMediumChappaqua, NY2023-08-03
NewEdge Advisors, LLC
24,300$114.0K0.0%CoreLowNew Orleans, LA2023-08-14
AlphaMark Advisors, LLC
24,250$1140.0%GrowthVery LowFort Mitchell, KY2023-07-28
Cetera Advisor Networks LLC
23,520$110.3K0.0%N/AN/AEl Segundo, CA2023-08-10
Cornerstone Advisors, LLC
20,483$96.1K0.0%GrowthHighAsheville, NC2023-08-11
Compound Planning, Inc.
18,474$86.6K0.0%CoreLowNew York, NY2023-08-03
Saba Capital Management, L.P.Activist
12,630$59.2K0.0%YieldMediumNew York, NY2023-08-14
Landscape Capital Management, L.L.C.
12,545$58.8K0.0%ValueVery HighEnglewood, NJ2023-08-11
H D Vest Advisory Services
11,810$55.4K0.0%GrowthVery LowIrving, TX2023-08-11
Logan Stone Capital, LLC
11,388$53.4K0.0%ValueVery HighChicago, IL2023-08-14
Private Trust Co NA
3,000$14.1K0.0%CoreLowCleveland, OH2023-07-28
Quarry LP
2,200$10.3K0.0%YieldVery HighNew York, NY2023-08-14
Steward Partners Investment Advisory, LLC
883$4.1K0.0%CoreLowStamford, CT2023-08-14
Bank of America Corp
375$1.8K0.0%CoreLowCharlotte, NC2023-08-14
JPMorgan Chase & Co
52$2440.0%GrowthMediumNew York, NY2023-08-11
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-08-10