HANCOCK JOHN TAX-ADV DIV INC's ticker is HTD and the CUSIP is 41013V100. A total of 83 filers reported holding HANCOCK JOHN TAX-ADV DIV INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,467,548 | -29.6% | 82,632 | -19.1% | 0.84% | -25.1% |
| Q2 2023 | $2,084,001 | -18.5% | 102,157 | -14.8% | 1.13% | -27.0% |
| Q1 2023 | $2,556,871 | -14.6% | 119,928 | -8.4% | 1.54% | -18.5% |
| Q4 2022 | $2,993,391 | +6.2% | 130,944 | -2.6% | 1.89% | -8.5% |
| Q3 2022 | $2,819,000 | -8.2% | 134,501 | +0.5% | 2.07% | -4.5% |
| Q2 2022 | $3,071,000 | -7.1% | 133,809 | +3.4% | 2.16% | +8.0% |
| Q1 2022 | $3,307,000 | +0.9% | 129,392 | +3.3% | 2.00% | +1.9% |
| Q4 2021 | $3,276,000 | +10.2% | 125,278 | -3.6% | 1.97% | +1.7% |
| Q3 2021 | $2,974,000 | -8.6% | 129,995 | -0.5% | 1.93% | -8.3% |
| Q2 2021 | $3,254,000 | -0.0% | 130,680 | -5.7% | 2.11% | -3.4% |
| Q1 2021 | $3,255,000 | +13.4% | 138,585 | +1.6% | 2.18% | +1.3% |
| Q4 2020 | $2,871,000 | +16.2% | 136,468 | +5.5% | 2.16% | -2.2% |
| Q3 2020 | $2,470,000 | -9.1% | 129,376 | -8.3% | 2.20% | -22.6% |
| Q2 2020 | $2,718,000 | +15.5% | 141,161 | +5.4% | 2.85% | -9.6% |
| Q1 2020 | $2,354,000 | -33.1% | 133,866 | +3.9% | 3.15% | +6.5% |
| Q4 2019 | $3,521,000 | – | 128,799 | – | 2.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Golden Green, Inc. | 48,872 | $867,967 | 0.89% |
| Samalin Investment Counsel, LLC | 82,632 | $1,467,548 | 0.84% |
| Live Oak Private Wealth LLC | 102,602 | $1,822,212 | 0.39% |
| MRA Advisory Group | 30,418 | $540,220 | 0.39% |
| Capital CS Group, LLC | 12,459 | $221,272 | 0.26% |
| FOUNDERS FINANCIAL SECURITIES LLC | 95,370 | $1,693,765 | 0.22% |
| Abbot Financial Management, Inc. | 16,600 | $294,816 | 0.20% |
| Platte River Wealth Advisors, LLC | 28,709 | $509,872 | 0.19% |
| First National Bank of Mount Dora, Trust Investment Services | 27,800 | $493,728 | 0.15% |
| Heron Bay Capital Management | 27,681 | $491,615 | 0.13% |