Live Oak Private Wealth 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 93 filers reported holding HANCOCK JOHN TAX-ADV DIV INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Live Oak Private Wealth LLC ownership history of HANCOCK JOHN TAX-ADV DIV INC
ValueSharesWeighting
Q3 2023$1,822,212
-12.9%
102,6020.0%0.39%
-7.0%
Q2 2023$2,093,081
-4.3%
102,6020.0%0.42%
-7.7%
Q1 2023$2,187,475
-6.7%
102,6020.0%0.45%
-6.8%
Q4 2022$2,345,482
+9.0%
102,6020.0%0.48%
+0.4%
Q3 2022$2,151,000
-8.7%
102,6020.0%0.48%
-2.6%
Q2 2022$2,355,000
-10.2%
102,6020.0%0.50%
-2.4%
Q1 2022$2,623,000
-2.2%
102,6020.0%0.51%
+1.2%
Q4 2021$2,683,000
+14.3%
102,6020.0%0.50%
+5.2%
Q3 2021$2,348,000
-8.1%
102,6020.0%0.48%
-15.4%
Q2 2021$2,555,000
+6.0%
102,6020.0%0.56%
-4.6%
Q1 2021$2,410,000
+11.6%
102,6020.0%0.59%
-2.3%
Q4 2020$2,159,000
+10.2%
102,6020.0%0.60%
-10.1%
Q3 2020$1,959,000
-0.9%
102,6020.0%0.67%
-6.1%
Q2 2020$1,976,000102,6020.72%
Other shareholders
HANCOCK JOHN TAX-ADV DIV INC shareholders Q1 2022
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