Institute for Wealth Management, LLC. - HANCOCK JOHN TAX-ADV DIV INC ownership

HANCOCK JOHN TAX-ADV DIV INC's ticker is HTD and the CUSIP is 41013V100. A total of 88 filers reported holding HANCOCK JOHN TAX-ADV DIV INC in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of HANCOCK JOHN TAX-ADV DIV INC
ValueSharesWeighting
Q3 2023$226,547
-12.9%
12,7560.0%0.04%
-6.8%
Q2 2023$260,223
-4.3%
12,7560.0%0.04%
-15.4%
Q1 2023$271,958
-9.6%
12,756
-3.0%
0.05%
-17.5%
Q4 2022$300,746
+9.0%
13,1560.0%0.06%
+1.6%
Q3 2022$276,000
-8.6%
13,1560.0%0.06%
+5.1%
Q2 2022$302,000
-10.1%
13,1560.0%0.06%
+9.3%
Q1 2022$336,000
-2.3%
13,1560.0%0.05%
-3.6%
Q4 2021$344,000
+13.9%
13,156
-0.3%
0.06%
+5.7%
Q3 2021$302,000
-7.9%
13,1890.0%0.05%
-8.6%
Q2 2021$328,000
+5.8%
13,189
-0.1%
0.06%
-1.7%
Q1 2021$310,000
+11.1%
13,205
-0.4%
0.06%
+7.3%
Q4 2020$279,000
+10.3%
13,2540.0%0.06%
-5.2%
Q3 2020$253,000
-0.8%
13,2540.0%0.06%
-6.5%
Q2 2020$255,000
+9.4%
13,2540.0%0.06%
-13.9%
Q1 2020$233,000
-37.7%
13,254
-3.2%
0.07%
-14.3%
Q4 2019$374,000
-3.9%
13,6910.0%0.08%
-14.3%
Q3 2019$389,000
+11.8%
13,6910.0%0.10%
+27.3%
Q2 2019$348,000
+2.4%
13,6910.0%0.08%
+4.1%
Q1 2019$340,000
+21.4%
13,6910.0%0.07%
-35.7%
Q4 2018$280,000
-12.2%
13,6910.0%0.12%
+6.5%
Q3 2018$319,000
+2.9%
13,691
+3.2%
0.11%
+9.1%
Q2 2018$310,000
+5.8%
13,2610.0%0.10%
+15.1%
Q1 2018$293,000
-10.4%
13,2610.0%0.09%
+14.7%
Q4 2017$327,000
+1.6%
13,261
+6.6%
0.08%
-28.6%
Q3 2017$322,000
+0.9%
12,4430.0%0.10%
+19.3%
Q2 2017$319,00012,4430.09%
Other shareholders
HANCOCK JOHN TAX-ADV DIV INC shareholders Q3 2018
NameSharesValueWeighting ↓
Samalin Investment Counsel, LLC 119,928$2,556,8711.54%
SMH CAPITAL ADVISORS INC 11,904$256,0001.52%
Golden Green, Inc. 46,542$992,2751.16%
MRA Advisory Group 30,164$643,1060.46%
Live Oak Private Wealth LLC 102,602$2,187,4750.45%
Platte River Wealth Advisors, LLC 53,679$1,144,4360.44%
FOUNDERS FINANCIAL SECURITIES LLC 96,103$2,048,9090.30%
Heron Bay Capital Management 34,264$730,5080.28%
Capital CS Group, LLC 12,459$265,6260.25%
Abbot Financial Management, Inc. 17,425$371,5010.25%
View complete list of HANCOCK JOHN TAX-ADV DIV INC shareholders