Geneos Wealth Management Inc. - 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 3 filers reported holding HANCOCK JOHN TAX-ADV DIV INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of HANCOCK JOHN TAX-ADV DIV INC
ValueSharesWeighting
Q3 2023$79,920
-12.9%
4,5000.0%0.00%
-20.0%
Q2 2023$91,800
+761.2%
4,500
+800.0%
0.01%
+400.0%
Q1 2023$10,660
-89.6%
500
-88.9%
0.00%
-83.3%
Q4 2022$102,870
+9.4%
4,5000.0%0.01%0.0%
Q3 2022$94,000
-26.0%
4,500
-17.5%
0.01%0.0%
Q2 2022$127,000
-8.6%
5,4530.0%0.01%0.0%
Q1 2022$139,000
-5.4%
5,453
-3.5%
0.01%0.0%
Q4 2021$147,000
+13.1%
5,6520.0%0.01%
+20.0%
Q3 2021$130,000
-9.1%
5,6520.0%0.01%
-16.7%
Q2 2021$143,000
+4.4%
5,6520.0%0.01%
+50.0%
Q1 2021$137,000
+3.8%
5,6520.0%0.00%
-20.0%
Q4 2020$132,000
+36.1%
5,652
+9.7%
0.01%0.0%
Q3 2020$97,000
+3.2%
5,152
+0.1%
0.01%0.0%
Q2 2020$94,000
+3.3%
5,146
+0.3%
0.01%
-16.7%
Q1 2020$91,000
+237.0%
5,129
+401.9%
0.01%
+500.0%
Q4 2019$27,000
-3.6%
1,022
+1.5%
0.00%
-50.0%
Q3 2019$28,000
+12.0%
1,007
+0.8%
0.00%0.0%
Q2 2019$25,000
+4.2%
999
+1.2%
0.00%0.0%
Q1 2019$24,000
+26.3%
987
+1.3%
0.00%
+100.0%
Q4 2018$19,0000.0%974
+14.9%
0.00%0.0%
Q3 2018$19,0000.0%848
+1.4%
0.00%0.0%
Q2 2018$19,000
+11.8%
836
+1.5%
0.00%0.0%
Q1 2018$17,000
-15.0%
824
+1.5%
0.00%
-50.0%
Q4 2017$20,0000.0%812
+2.9%
0.00%0.0%
Q3 2017$20,000
+33.3%
789
+30.2%
0.00%0.0%
Q2 2017$15,000
+7.1%
606
+1.7%
0.00%
+100.0%
Q1 2017$14,000
+7.7%
596
+1.7%
0.00%
-50.0%
Q4 2016$13,0000.0%586
+2.6%
0.00%0.0%
Q3 2016$13,000
-7.1%
571
+1.4%
0.00%0.0%
Q2 2016$14,000
+16.7%
563
+1.6%
0.00%0.0%
Q1 2016$12,0005540.00%
Other shareholders
HANCOCK JOHN TAX-ADV DIV INC shareholders Q4 2023
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 404,830$10,356,0004.46%
FOUNDERS FINANCIAL SECURITIES LLC 170,167$4,353,0001.65%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 44,805$1,146,0000.94%
Vident Investment Advisory, LLC 271,574$6,947,0000.58%
Abbot Financial Management, Inc. 24,805$635,0000.57%
CENTRAL TRUST Co 192,767$4,931,0000.33%
Mathes Company, Inc. 15,250$390,0000.19%
Advisors Asset Management, Inc. 317,249$8,115,0000.14%
Capital Advisors, Ltd. LLC 12,926$331,0000.12%
Allegis Investment Advisors, LLC 16,786$429,0000.11%
View complete list of HANCOCK JOHN TAX-ADV DIV INC shareholders