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 | $179,376 | -17.2% | 10,100 | -5.0% | 0.11% | -15.0% |
| Q2 2023 | $216,768 | -4.2% | 10,626 | +0.1% | 0.13% | +0.8% |
| Q1 2023 | $226,324 | -6.7% | 10,616 | +0.1% | 0.13% | -10.6% |
| Q4 2022 | $242,453 | +9.2% | 10,606 | +0.1% | 0.14% | -3.4% |
| Q3 2022 | $222,000 | -8.6% | 10,597 | +0.1% | 0.15% | -0.7% |
| Q2 2022 | $243,000 | -10.0% | 10,588 | +0.1% | 0.15% | -6.4% |
| Q1 2022 | $270,000 | -2.2% | 10,581 | +0.1% | 0.16% | 0.0% |
| Q4 2021 | $276,000 | +14.0% | 10,573 | +0.1% | 0.16% | +5.4% |
| Q3 2021 | $242,000 | -11.7% | 10,565 | -4.1% | 0.15% | -11.3% |
| Q2 2021 | $274,000 | +6.2% | 11,014 | +0.1% | 0.17% | -0.6% |
| Q1 2021 | $258,000 | +3.6% | 10,998 | -6.5% | 0.17% | -10.6% |
| Q4 2020 | $249,000 | +4.2% | 11,767 | -6.0% | 0.19% | -7.8% |
| Q3 2020 | $239,000 | -0.8% | 12,522 | +0.1% | 0.20% | -12.0% |
| Q2 2020 | $241,000 | +9.5% | 12,504 | +0.2% | 0.23% | -12.4% |
| Q1 2020 | $220,000 | -35.9% | 12,485 | +0.1% | 0.27% | -25.7% |
| Q4 2019 | $343,000 | – | 12,477 | – | 0.36% | – |
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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% |