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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 — Q3 2023

1607 Capital Partners, LLC351,658
0.1% of portfolio›$1.5M
Clough Capital Partners L P300,420
0.1% of portfolio›$1.3M
LPL Financial LLC186,944
0.0% of portfolio›$822.6K
Osaic Holdings, Inc.121,985
0.0% of portfolio›$536.7K
Shaker Financial Services, LLC93,454
0.2% of portfolio›$411.2K
UBS Group AG79,088
0.0% of portfolio›$348.0K
Harbour Investments, Inc.66,843
0.0% of portfolio›$294.1K
Epoch Investment Partners, Inc.66,133
0.0% of portfolio›$291.0K
Guggenheim Capital LLC64,285
0.0% of portfolio›$282.9K
Cornerstone Advisors, LLC49,525
0.0% of portfolio›$217.9K
Morgan Stanley44,166
0.0% of portfolio›$194.3K
Commonwealth Equity Services, LLC39,615
0.0% of portfolio›$174
Wells Fargo & Company37,591
0.0% of portfolio›$165.4K
NWF Advisory Services Inc.37,300
0.0% of portfolio›$164.1K
Samalin Investment Counsel, LLC34,533
0.1% of portfolio›$151.9K
Arlington Capital Management Inc24,827
0.1% of portfolio›$109.2K
AlphaMark Advisors, LLC24,250
0.0% of portfolio›$107
Cetera Advisor Networks LLC22,700
0.0% of portfolio›$99.9K
Compound Planning, Inc.18,474
0.0% of portfolio›$81.3K
NewEdge Advisors, LLC18,200
0.0% of portfolio›$80.1K
H D Vest Advisory Services15,235
0.0% of portfolio›$67.0K
Wolverine Asset Management LLC14,469
0.0% of portfolio›$63.7K
Atria Wealth Solutions, Inc.10,488
0.0% of portfolio›$46.1K
Private Trust Co NA3,000
0.0% of portfolio›$13.2K
Pathway Financial Advisers, LLC2,879
0.0% of portfolio›$12.7K
Quarry LP2,200
0.0% of portfolio›$9.7K
Bank of America Corp376
0.0% of portfolio›$1.7K
Steward Partners Investment Advisory, LLC280
0.0% of portfolio›$1.2K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
1607 Capital Partners, LLC
351,658$1.5M0.1%YieldMediumRichmond, VA2023-11-14
Clough Capital Partners L P
300,420$1.3M0.1%ValueHighBoston, MA2023-11-14
LPL Financial LLC
186,944$822.6K0.0%IndexVery LowFort Mill, SC2023-11-13
Osaic Holdings, Inc.
121,985$536.7K0.0%IndexLowScottsdale, AZ2023-11-13
Shaker Financial Services, LLC
93,454$411.2K0.2%YieldHighArlington, VA2023-11-02
UBS Group AG
79,088$348.0K0.0%CoreMediumZurich, Switzerland2023-11-09
Harbour Investments, Inc.
66,843$294.1K0.0%ETFLowMadison, WI2023-11-15
Epoch Investment Partners, Inc.
66,133$291.0K0.0%CoreMediumNew York, NY2023-11-13
Guggenheim Capital LLC
64,285$282.9K0.0%CoreLowChicago, IL2023-11-14
Cornerstone Advisors, LLC
49,525$217.9K0.0%GrowthHighAsheville, NC2023-11-09
Morgan Stanley
44,166$194.3K0.0%CoreLowNew York, NY2023-11-15
Commonwealth Equity Services, LLC
39,615$1740.0%ETFLowWaltham, MA2023-10-23
Wells Fargo & Company
37,591$165.4K0.0%CoreLowSan Francisco, CA2023-11-13
NWF Advisory Services Inc.
37,300$164.1K0.0%GARPLowLos Angeles, CA2025-12-08
Samalin Investment Counsel, LLC
34,533$151.9K0.1%YieldMediumChappaqua, NY2023-11-13
Arlington Capital Management Inc
24,827$109.2K0.1%GARPHighArlington Heights, IL2023-10-25
AlphaMark Advisors, LLC
24,250$1070.0%GrowthVery LowFort Mitchell, KY2023-10-31
Cetera Advisor Networks LLC
22,700$99.9K0.0%N/AN/AEl Segundo, CA2023-11-14
Compound Planning, Inc.
18,474$81.3K0.0%CoreLowNew York, NY2023-11-09
NewEdge Advisors, LLC
18,200$80.1K0.0%CoreLowNew Orleans, LA2023-11-14
H D Vest Advisory Services
15,235$67.0K0.0%GrowthVery LowIrving, TX2023-11-08
Wolverine Asset Management LLC
14,469$63.7K0.0%Deep ValueVery HighChicago, IL2023-11-13
Atria Wealth Solutions, Inc.
10,488$46.1K0.0%N/AN/ANew York, NY2023-11-08
Private Trust Co NA
3,000$13.2K0.0%CoreLowCleveland, OH2023-10-18
Pathway Financial Advisers, LLC
2,879$12.7K0.0%CoreLowAuburn, IN2024-07-19
Quarry LP
2,200$9.7K0.0%YieldVery HighNew York, NY2023-11-14
Bank of America Corp
376$1.7K0.0%CoreLowCharlotte, NC2023-11-14
Steward Partners Investment Advisory, LLC
280$1.2K0.0%CoreLowStamford, CT2023-11-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-10-30