B. Riley Wealth Advisors, Inc. - JOHN HANCOCK HDG EQ & INC FD ownership

JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 20 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of JOHN HANCOCK HDG EQ & INC FD
ValueSharesWeighting
Q3 2023$429,079
-7.1%
44,836
+4.7%
0.01%
+20.0%
Q2 2023$461,817
-0.0%
42,840
+7.9%
0.01%
-16.7%
Q1 2023$461,930
+22.3%
39,719
+20.9%
0.01%
+9.1%
Q4 2022$377,803
+18.1%
32,852
+21.0%
0.01%
+10.0%
Q3 2022$320,000
+26.5%
27,145
+26.7%
0.01%
-9.1%
Q2 2022$253,000
+10.0%
21,420
+21.6%
0.01%
+37.5%
Q1 2022$230,0000.0%17,619
+0.0%
0.01%
+14.3%
Q4 2021$230,000
+4.5%
17,618
+0.9%
0.01%0.0%
Q3 2021$220,000
+7.3%
17,461
+13.5%
0.01%0.0%
Q2 2021$205,000
+10.2%
15,3860.0%0.01%0.0%
Q1 2021$186,000
+44.2%
15,386
+36.8%
0.01%0.0%
Q4 2020$129,00011,2480.01%
Other shareholders
JOHN HANCOCK HDG EQ & INC FD shareholders Q3 2022
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 36,795$683,0000.42%
Advisors Asset Management, Inc. 1,072,666$19,898,0000.28%
Ground Swell Capital, LLC 569$11,0000.02%
NEW ENGLAND SECURITIES CORP /MA/ 1,500$28,0000.01%
Tower Research Capital LLC (TRC) 3,500$65,0000.01%
WELLS FARGO & COMPANY/MN 910,344$16,887,0000.01%
MORGAN STANLEY 433,799$8,047,0000.00%
LPL Financial LLC 23,241$431,0000.00%
Invesco Ltd. 415,875$7,715,0000.00%
AQR Capital Management 36,866$684,0000.00%
View complete list of JOHN HANCOCK HDG EQ & INC FD shareholders