Who owns John Hancock Tax-Advantage Dvd Incom Fd.?
- Ticker: HTD
- CUSIP Number: 41013V100
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Analyze quarterly positions in John Hancock Tax-Advantage Dvd Incom with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold John Hancock Tax-Advantage Dvd Incom Fd. this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Invesco | 471k | $11M | 5% | Sep 2024 |
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Bank of America Corporation | 351k | $8.1M | -6% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 346k | $8.0M | 7% | Sep 2024 |
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Morgan Stanley | 306k | $7.7M | 18% | Jun 2024 |
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CNH Partners | 272k | $6.2M | 9% | Sep 2024 |
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LPL Financial | 243k | $5.6M | -2% | Sep 2024 |
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Karpus Investment Management | 234k | $5.4M | 100% | Sep 2024 |
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Wells Fargo & Company | 198k | $4.6M | 15% | Sep 2024 |
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Captrust Financial Advisors | 180k | $4.2M | 100% | Sep 2024 |
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Raymond James & Associates | 165k | $3.8M | -61% | Sep 2024 |
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Royal Bank of Canada | 161k | $3.8M | 17% | Sep 2024 |
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Cetera Investment Advisers | 151k | $3.1M | -15% | Jun 2024 |
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Raymond James Financial Services Advisors | 126k | $2.9M | 9% | Sep 2024 |
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First Trust Advisors | 119k | $2.8M | 4% | Sep 2024 |
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Stifel Financial | 119k | $2.4M | 4% | Jun 2024 |
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Advisor Group Holdings | 111k | $2.6M | -24% | Sep 2024 |
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Live Oak Private Wealth | 103k | $2.4M | 0% | Sep 2024 |
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Central Trust & Investment | 92k | $2.1M | -4% | Sep 2024 |
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Logan Stone Capital | 61k | $1.4M | 99% | Sep 2024 |
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Commonwealth Equity Services | 58k | $1.4M | -1% | Sep 2024 |
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Hennion & Walsh Asset Management | 52k | $1.2M | -36% | Sep 2024 |
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Welch & Forbes | 50k | $1.2M | 0% | Sep 2024 |
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Cohen & Steers Capital Management | 48k | $967k | 0% | Jun 2024 |
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Wealth Enhancement Advisory Services | 43k | $873k | -1% | Jun 2024 |
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1607 Capital Partners | 40k | $927k | 100% | Sep 2024 |
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Janney Montgomery Scott | 36k | $836k | -3% | Sep 2024 |
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Landscape Capital Management | 32k | $752k | -55% | Sep 2024 |
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Founders Financial Securities | 32k | $736k | -35% | Sep 2024 |
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Fernwood Investment Management | 31k | $718k | -11% | Sep 2024 |
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Morris Retirement Advisors | 30k | $691k | -3% | Sep 2024 |
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First National Bank of Mount Dora | 28k | $646k | 0% | Sep 2024 |
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Platte River Wealth Advisors | 28k | $644k | 4% | Sep 2024 |
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Mutual Advisors | 24k | $556k | 0% | Sep 2024 |
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Nations Financial Group | 22k | $513k | 1% | Sep 2024 |
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Calamos Advisors | 21k | $476k | 17% | Sep 2024 |
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HB Wealth Management | 18k | $412k | 2% | Sep 2024 |
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Private Advisor | 17k | $398k | -4% | Sep 2024 |
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Cambridge Investment Research Advisors | 17k | $385k | -21% | Sep 2024 |
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Marcia E. Wade | 16k | $373k | 0% | Sep 2024 |
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Envestnet Asset Management | 16k | $369k | 1% | Sep 2024 |
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Abbot Financial Management | 16k | $362k | 0% | Sep 2024 |
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Goss Wealth Management | 15k | $307k | 6% | Jun 2024 |
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PFG Investments | 14k | $277k | 0% | Jun 2024 |
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Susquehanna International | 13k | $311k | 100% | Sep 2024 |
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HighTower Advisors | 13k | $253k | 6% | Jun 2024 |
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Capital CS Group | 13k | $289k | 0% | Sep 2024 |
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Kingsview Wealth Management | 12k | $285k | 1% | Sep 2024 |
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International Assets Investment Management | 12k | $510k | 1303% | Sep 2024 |
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Sowell Financial Services | 12k | $271k | -19% | Sep 2024 |
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SeaCrest Wealth Management | 12k | $267k | 0% | Sep 2024 |
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H D Vest Advisory Services | 12k | $232k | 100% | Jun 2024 |
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Conning | 11k | $261k | 0% | Sep 2024 |
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Us Bancorp | 11k | $249k | 43% | Sep 2024 |
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Keel Point | 10k | $214k | 100% | Jun 2024 |
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Powell Investment Advisors | 10k | $235k | 0% | Sep 2024 |
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Branch Banking & Trust Company | 10k | $203k | 100% | Jun 2024 |
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Institute For Wealth Management | 10k | $232k | 0% | Sep 2024 |
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Smh Capital Advisors | 9.2k | $214k | 100% | Sep 2024 |
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Ausdal Financial Partners | 9.1k | $212k | 100% | Sep 2024 |
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Global Retirement Partners | 9.1k | $210k | -3% | Sep 2024 |
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Pnc Financial Services | 8.1k | $188k | 169% | Sep 2024 |
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Steward Partners Investment Advisory | 7.1k | $143k | 23% | Jun 2024 |
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GPS Wealth Strategies Group | 5.9k | $136k | 0% | Sep 2024 |
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Geneos Wealth Management | 5.9k | $118k | 15% | Jun 2024 |
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Venturi Wealth Management | 5.3k | $124k | 0% | Sep 2024 |
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Spire Wealth Management | 5.1k | $120k | 0% | Sep 2024 |
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Brian McDonald | 4.3k | $100k | 30% | Sep 2024 |
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Nbc Securities | 4.0k | $93k | 0% | Sep 2024 |
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Beacon Capital Management | 2.9k | $67k | 0% | Sep 2024 |
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Redmont Wealth Advisors | 2.6k | $61k | 0% | Sep 2024 |
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Private Trust Co Na | 2.0k | $40k | 0% | Jun 2024 |
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D. J. St. Germain | 1.9k | $45k | 0% | Sep 2024 |
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Oakworth Capital | 1.5k | $35k | 0% | Sep 2024 |
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Washington Trust Company | 1.5k | $35k | 25% | Sep 2024 |
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Kennebec Savings Bank | 1.3k | $30k | 100% | Sep 2024 |
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Wolverine Asset Management | 1.3k | $30k | -97% | Sep 2024 |
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Jpmorgan Chase & Co | 1.1k | $26k | 100% | Sep 2024 |
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North Star Investment Management | 1.0k | $23k | 0% | Sep 2024 |
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Hanson McClain Advisors | 790.00 | $18k | 0% | Sep 2024 |
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Tucker Asset Management | 693.00 | $14k | -56% | Jun 2024 |
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Creative Financial Designs | 600.00 | $14k | -29% | Sep 2024 |
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CWM | 500.00 | $12k | 0% | Sep 2024 |
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Baldwin Brothers | 500.00 | $12k | -81% | Sep 2024 |
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McIlrath & Eck | 500.00 | $12k | 0% | Sep 2024 |
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Principal Securities | 471.00 | $11k | -17% | Sep 2024 |
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JNBA Financial Advisors | 276.00 | $6.4k | 100% | Sep 2024 |
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Fifth Third Bancorp | 175.00 | $4.1k | 100% | Sep 2024 |
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Investors Research Corp | 168.00 | $3.9k | 0% | Sep 2024 |
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Proequities | 0 | $0 | -100% | Sep 2024 |
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Who sold out of John Hancock Tax-Advantage Dvd Incom?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cornerstone Advisors | Jun 2024 | 52k | $1.1M |
Flow State Investments | Mar 2024 | 40k | $788k |
Almitas Capital | Jun 2024 | 22k | $434k |
Advisors Asset Management | Jun 2024 | 22k | $434k |
Redwood Wealth Management Group | Jun 2024 | 3.0k | $61k |
Tyler-Stone Wealth Management | Jun 2024 | 1.5k | $31k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 300.00 | $6.1k |