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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 — Q4 2023

Clough Capital Partners L P369,015
0.2% of portfolio›$1.9M
1607 Capital Partners, LLC311,902
0.1% of portfolio›$1.6M
Almitas Capital LLC163,125
0.3% of portfolio›$833.6K
LPL Financial LLC148,523
0.0% of portfolio›$759.0K
SIT Investment Associates Inc98,631
0.0% of portfolio›$504
Osaic Holdings, Inc.89,485
0.0% of portfolio›$457.3K
UBS Group AG78,773
0.0% of portfolio›$402.5K
Morgan Stanley68,014
0.0% of portfolio›$347.6K
Epoch Investment Partners, Inc.66,133
0.0% of portfolio›$337.9K
Rivernorth Capital Management, LLC65,409
0.0% of portfolio›$334.2K
Guggenheim Capital LLC62,940
0.0% of portfolio›$321.6K
Cornerstone Advisors, LLC61,915
0.0% of portfolio›$316.4K
Harbour Investments, Inc.59,563
0.0% of portfolio›$304.4K
Commonwealth Equity Services, LLC38,371
0.0% of portfolio›$196
NWF Advisory Services Inc.37,300
0.0% of portfolio›$190.6K
Wells Fargo & Company30,918
0.0% of portfolio›$158.0K
AlphaMark Advisors, LLC24,250
0.0% of portfolio›$124
Cetera Advisor Networks LLC22,700
0.0% of portfolio›$116.0K
City of London Investment Management Co LTD20,814
0.0% of portfolio›$106.4K
H D Vest Advisory Services18,950
0.0% of portfolio›$96.8K
JPMorgan Chase & Co17,230
0.0% of portfolio›$88.0K
Compound Planning, Inc.16,614
0.0% of portfolio›$84.9K
Landscape Capital Management, L.L.C.16,523
0.0% of portfolio›$84.4K
NewEdge Advisors, LLC14,900
0.0% of portfolio›$76.6K
Atria Wealth Solutions, Inc.10,488
0.0% of portfolio›$53.6K
Samalin Investment Counsel, LLC10,060
0.0% of portfolio›$51.4K
Advisory Services Network, LLC4,742
0.0% of portfolio›$24.2K
Private Trust Co NA3,000
0.0% of portfolio›$15.3K
Pathway Financial Advisers, LLC2,879
0.0% of portfolio›$14.7K
Bank of America Corp375
0.0% of portfolio›$1.9K
Steward Partners Investment Advisory, LLC280
0.0% of portfolio›$1.4K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Clough Capital Partners L P
369,015$1.9M0.2%ValueHighBoston, MA2024-02-14
1607 Capital Partners, LLC
311,902$1.6M0.1%YieldMediumRichmond, VA2024-02-13
Almitas Capital LLC
163,125$833.6K0.3%YieldMediumSanta Monica, CA2024-02-14
LPL Financial LLC
148,523$759.0K0.0%IndexVery LowFort Mill, SC2024-02-14
SIT Investment Associates Inc
98,631$5040.0%YieldLowMinneapolis, MN2024-02-13
Osaic Holdings, Inc.
89,485$457.3K0.0%IndexLowScottsdale, AZ2024-02-12
UBS Group AG
78,773$402.5K0.0%CoreMediumZurich, Switzerland2024-02-09
Morgan Stanley
68,014$347.6K0.0%CoreLowNew York, NY2024-08-16
Epoch Investment Partners, Inc.
66,133$337.9K0.0%CoreMediumNew York, NY2024-02-13
Rivernorth Capital Management, LLC
65,409$334.2K0.0%YieldHighWest Palm Beach, FL2024-02-14
Guggenheim Capital LLC
62,940$321.6K0.0%CoreLowChicago, IL2024-02-14
Cornerstone Advisors, LLC
61,915$316.4K0.0%GrowthHighAsheville, NC2024-02-09
Harbour Investments, Inc.
59,563$304.4K0.0%ETFLowMadison, WI2024-02-16
Commonwealth Equity Services, LLC
38,371$1960.0%ETFLowWaltham, MA2024-02-06
NWF Advisory Services Inc.
37,300$190.6K0.0%GARPLowLos Angeles, CA2025-12-08
Wells Fargo & Company
30,918$158.0K0.0%CoreLowSan Francisco, CA2024-02-09
AlphaMark Advisors, LLC
24,250$1240.0%GrowthVery LowFort Mitchell, KY2024-01-19
Cetera Advisor Networks LLC
22,700$116.0K0.0%N/AN/AEl Segundo, CA2024-02-13
City of London Investment Management Co LTD
20,814$106.4K0.0%YieldMediumLondon, United Kingdom2024-02-09
H D Vest Advisory Services
18,950$96.8K0.0%GrowthVery LowIrving, TX2024-02-07
JPMorgan Chase & Co
17,230$88.0K0.0%GrowthMediumNew York, NY2024-12-26
Compound Planning, Inc.
16,614$84.9K0.0%CoreLowNew York, NY2024-02-08
Landscape Capital Management, L.L.C.
16,523$84.4K0.0%ValueVery HighEnglewood, NJ2024-02-05
NewEdge Advisors, LLC
14,900$76.6K0.0%CoreLowNew Orleans, LA2024-02-13
Atria Wealth Solutions, Inc.
10,488$53.6K0.0%N/AN/ANew York, NY2024-02-02
Samalin Investment Counsel, LLC
10,060$51.4K0.0%YieldMediumChappaqua, NY2024-02-14
Advisory Services Network, LLC
4,742$24.2K0.0%GrowthLowAtlanta, GA2024-02-09
Private Trust Co NA
3,000$15.3K0.0%CoreLowCleveland, OH2024-01-24
Pathway Financial Advisers, LLC
2,879$14.7K0.0%CoreLowAuburn, IN2024-07-19
Bank of America Corp
375$1.9K0.0%CoreLowCharlotte, NC2024-02-14
Steward Partners Investment Advisory, LLC
280$1.4K0.0%CoreLowStamford, CT2024-02-12
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-02-07