HANCOCK JOHN TAX-ADV DIV INC's ticker is HTD and the CUSIP is 41013V100. A total of 81 filers reported holding HANCOCK JOHN TAX-ADV DIV INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,770 | -12.9% | 888 | 0.0% | 0.00% | – |
| Q2 2023 | $18,116 | -4.3% | 888 | 0.0% | 0.00% | – |
| Q1 2023 | $18,932 | -6.7% | 888 | 0.0% | 0.00% | – |
| Q4 2022 | $20,300 | +12.8% | 888 | 0.0% | 0.00% | – |
| Q3 2022 | $18,000 | -10.0% | 888 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -9.1% | 888 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -8.3% | 888 | 0.0% | 0.00% | – |
| Q4 2021 | $24,000 | +20.0% | 888 | 0.0% | 0.00% | – |
| Q3 2021 | $20,000 | -86.0% | 888 | -84.5% | 0.00% | – |
| Q2 2021 | $143,000 | -70.8% | 5,738 | -72.5% | 0.00% | – |
| Q1 2021 | $489,000 | -6.5% | 20,853 | -16.2% | 0.00% | -100.0% |
| Q4 2020 | $523,000 | -13.3% | 24,897 | -21.1% | 0.00% | 0.0% |
| Q3 2020 | $603,000 | -11.1% | 31,558 | -10.5% | 0.00% | 0.0% |
| Q2 2020 | $678,000 | +0.7% | 35,258 | -7.8% | 0.00% | 0.0% |
| Q1 2020 | $673,000 | +79.9% | 38,258 | +179.9% | 0.00% | – |
| Q4 2019 | $374,000 | -4.1% | 13,668 | 0.0% | 0.00% | – |
| Q3 2019 | $390,000 | +0.5% | 13,668 | -10.5% | 0.00% | – |
| Q2 2019 | $388,000 | +9.0% | 15,266 | +6.2% | 0.00% | – |
| Q1 2019 | $356,000 | +169.7% | 14,368 | +121.8% | 0.00% | – |
| Q4 2018 | $132,000 | -7.7% | 6,478 | +4.7% | 0.00% | – |
| Q3 2018 | $143,000 | -17.3% | 6,188 | -16.8% | 0.00% | – |
| Q2 2018 | $173,000 | +3.0% | 7,438 | -3.2% | 0.00% | – |
| Q1 2018 | $168,000 | -13.4% | 7,686 | -2.5% | 0.00% | – |
| Q4 2017 | $194,000 | -4.9% | 7,886 | 0.0% | 0.00% | – |
| Q3 2017 | $204,000 | -1.4% | 7,886 | -3.1% | 0.00% | – |
| Q2 2017 | $207,000 | +6.7% | 8,136 | +3.2% | 0.00% | – |
| Q1 2017 | $194,000 | +6.6% | 7,886 | 0.0% | 0.00% | – |
| Q4 2016 | $182,000 | -11.2% | 7,886 | -6.0% | 0.00% | – |
| Q3 2016 | $205,000 | -1.9% | 8,386 | 0.0% | 0.00% | – |
| Q2 2016 | $209,000 | +9.4% | 8,386 | 0.0% | 0.00% | – |
| Q1 2016 | $191,000 | +10.4% | 8,386 | 0.0% | 0.00% | – |
| Q4 2015 | $173,000 | +22.7% | 8,386 | +16.7% | 0.00% | – |
| Q3 2015 | $141,000 | -13.5% | 7,186 | -13.4% | 0.00% | – |
| Q2 2015 | $163,000 | +5.8% | 8,296 | +15.4% | 0.00% | – |
| Q1 2015 | $154,000 | +54.0% | 7,186 | +60.1% | 0.00% | – |
| Q4 2014 | $100,000 | +8.7% | 4,488 | 0.0% | 0.00% | – |
| Q3 2014 | $92,000 | -2.1% | 4,488 | 0.0% | 0.00% | – |
| Q2 2014 | $94,000 | -14.5% | 4,488 | -18.2% | 0.00% | – |
| Q1 2014 | $110,000 | +34.1% | 5,488 | +22.3% | 0.00% | – |
| Q4 2013 | $82,000 | +41.4% | 4,488 | +36.5% | 0.00% | – |
| Q3 2013 | $58,000 | -23.7% | 3,288 | -18.0% | 0.00% | – |
| Q2 2013 | $76,000 | – | 4,012 | – | 0.00% | – |
Download | ||||||
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% |