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 2021 | $16,000 | -5.9% | 700 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $17,000 | +21.4% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $14,000 | +7.7% | 700 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $13,000 | 0.0% | 700 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $13,000 | +8.3% | 700 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $12,000 | -36.8% | 700 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $19,000 | -5.0% | 700 | 0.0% | 0.02% | -21.1% |
| Q3 2019 | $20,000 | +11.1% | 700 | 0.0% | 0.02% | +18.8% |
| Q2 2019 | $18,000 | +5.9% | 700 | 0.0% | 0.02% | +23.1% |
| Q1 2019 | $17,000 | +21.4% | 700 | 0.0% | 0.01% | +30.0% |
| Q4 2018 | $14,000 | – | 700 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Samalin Investment Counsel, LLC | 129,995 | $2,974,000 | 1.93% |
| Shaker Financial Services, LLC | 86,564 | $1,981,000 | 0.79% |
| MRA Advisory Group | 29,829 | $682,000 | 0.58% |
| QP WEALTH MANAGEMENT, LLC | 21,990 | $503,000 | 0.54% |
| FOUNDERS FINANCIAL SECURITIES LLC | 108,162 | $2,475,000 | 0.50% |
| Live Oak Private Wealth LLC | 102,602 | $2,348,000 | 0.48% |
| Platte River Wealth Advisors, LLC | 49,555 | $1,134,000 | 0.42% |
| SMH CAPITAL ADVISORS INC | 9,487 | $217,000 | 0.40% |
| First National Bank of Mount Dora, Trust Investment Services | 27,800 | $637,000 | 0.21% |
| Abbot Financial Management, Inc. | 19,991 | $457,000 | 0.21% |