HANCOCK JOHN FINL OPPTYS FD shareholder history

Current and past HANCOCK JOHN FINL OPPTYS FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
FCA CORP /TX 42420.70%1.30%1.92%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.12%0.48%1.25%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.02%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 27140.00%0.00%0.01%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 1780.00%0.03%0.05%Q2 2013Q3 202339
ORLEANS CAPITAL MANAGEMENT CORP/LA 27120.25%1.06%1.79%Q2 2013Q1 202339
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Janney Montgomery Scott LLC 35350.02%0.05%0.08%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 34340.00%0.00%0.01%Q2 2015Q3 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q2 2013Q3 202333
Geneos Wealth Management Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
WEDBUSH SECURITIES INC 1540.01%0.03%0.06%Q1 2015Q3 202331
Cambridge Investment Research Advisors, Inc. 2830.00%0.00%0.01%Q2 2013Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 2020.00%0.00%0.00%Q2 2013Q3 202331
Point View Wealth Management, Inc. 29290.24%0.56%0.93%Q4 2013Q4 202029
Winslow, Evans & Crocker, Inc. 29290.03%0.09%0.19%Q4 2013Q4 202029
Patten Group, Inc. 2170.08%0.20%0.34%Q4 2014Q3 202228
Invesco Ltd. 1530.00%0.00%0.00%Q2 2013Q3 202328
Community Bank of Raymore 28280.11%0.20%0.26%Q4 2014Q3 202128
US BANCORP \DE\ 27270.00%0.00%0.00%Q2 2013Q4 201927
PATTEN & PATTEN INC/TN 27270.95%1.16%1.39%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
BB&T SECURITIES, LLC 26260.00%0.01%0.01%Q2 2013Q3 201926
STIFEL FINANCIAL CORP 2050.00%0.00%0.01%Q1 2014Q3 202325
Steward Partners Investment Advisory, LLC 1870.00%0.02%0.05%Q1 2017Q3 202325
Institute for Wealth Management, LLC. 1960.05%0.08%0.14%Q2 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
Creative Planning 820.00%0.00%0.00%Q2 2013Q2 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
NEXT Financial Group, Inc 1310.00%0.01%0.05%Q3 2014Q4 202123
Oakworth Capital, Inc. 22220.00%0.00%0.01%Q4 2016Q1 202222
BANK OF MONTREAL /CAN/ 1620.00%0.00%0.00%Q3 2013Q1 202122
AMERIPRISE FINANCIAL INC 1910.00%0.00%0.00%Q2 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
NICOLET BANKSHARES INC 1730.06%0.20%0.39%Q4 2015Q3 202120
BENJAMIN F. EDWARDS & COMPANY, INC. 18180.00%0.00%0.00%Q4 2018Q1 202318
American Portfolios Advisors 1080.00%0.00%0.01%Q4 2017Q3 202218
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
TimeScale Financial, Inc. 17170.00%0.00%0.01%Q2 2019Q2 202317
People's United Financial, Inc. 17170.00%0.00%0.01%Q2 2013Q2 201717
Concert Wealth Management Inc. 16160.03%0.05%0.09%Q2 2013Q1 201716
HSBC HOLDINGS PLC 16160.00%0.01%0.01%Q1 2012Q4 201516
FIRST MANHATTAN CO. LLC. 16160.00%0.00%0.00%Q1 2014Q4 201716
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.03%Q4 2013Q4 202216
AdvisorNet Financial, Inc 1510.00%0.00%0.01%Q4 2018Q3 202316
Sharkey, Howes & Javer 16160.01%0.01%0.01%Q3 2015Q2 201916
Private Advisor Group, LLC 610.00%0.01%0.02%Q2 2017Q3 202316
Commonwealth Equity Services, Inc 1510.00%0.00%0.01%Q3 2013Q3 201716
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Allworth Financial LP 15150.00%0.00%0.00%Q1 2020Q3 202315
CITIGROUP INC 610.00%0.00%0.00%Q2 2013Q2 202015
COHEN & STEERS, INC. 14140.00%0.01%0.02%Q3 2017Q4 202014
STEPHENS INC /AR/ 1310.00%0.02%0.03%Q3 2017Q3 202314
CENTRAL TRUST Co 1310.00%0.00%0.00%Q2 2013Q1 202114
OPPENHEIMER & CO INC 1130.01%0.01%0.01%Q2 2013Q3 202314
B. Riley Wealth Advisors, Inc. 1110.00%0.02%0.03%Q2 2014Q3 202313
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q1 2012Q1 202112
First Horizon Advisors, Inc. 12120.01%0.01%0.02%Q3 2013Q2 201612
Rockefeller Capital Management L.P. 720.00%0.00%0.00%Q1 2019Q4 202212
Bulldog Investors, LLP 12120.08%0.17%0.31%Q4 2009Q3 201212
Highlander Capital Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
FIRST TRUST ADVISORS LP 910.00%0.00%0.00%Q1 2017Q2 202112
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
TRUIST FINANCIAL CORP 11110.00%0.00%0.00%Q4 2019Q2 202211
North Star Investment Management Corp. 920.00%0.00%0.00%Q1 2017Q4 201911
WINTRUST INVESTMENTS LLC 920.03%0.06%0.11%Q2 2020Q1 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.02%0.02%Q1 2021Q3 202311
Advisory Services Network, LLC 410.00%0.01%0.01%Q2 2017Q3 202311
Global Retirement Partners, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
FIFTH THIRD BANCORP 1010.00%0.00%0.00%Q4 2013Q4 201911
Aurora Investment Counsel 710.23%0.94%1.43%Q2 2013Q3 202311
Advisor Group, Inc. 1010.00%0.00%0.00%Q4 2016Q4 201911
Royal Fund Management, LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
DOLIVER ADVISORS, LP 410.09%0.61%1.85%Q1 2014Q2 201910
GUGGENHEIM CAPITAL LLC 730.00%0.00%0.00%Q3 2018Q3 202110
Formidable Asset Management, LLC 320.04%0.23%0.54%Q1 2018Q3 202310
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 730.03%0.06%0.09%Q3 2014Q1 202010
Wealthcare Advisory Partners LLC 810.00%0.00%0.00%Q2 2018Q1 20219
First City Capital Management, Inc. 990.00%0.00%0.00%Q1 2014Q1 20169
Csenge Advisory Group 990.02%0.06%0.09%Q1 2021Q1 20239
HighTower Advisors, LLC 720.00%0.00%0.00%Q1 2021Q3 20239
Sargent Bickham Lagudis LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Bartlett & Co. LLC 990.00%0.00%0.00%Q2 2013Q2 20159
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q2 2013Q2 20228
PARAMETRIC PORTFOLIO ASSOCIATES LLC 410.00%0.00%0.00%Q2 2015Q4 20198
CORNERSTONE ADVISORS INC 710.04%0.31%0.60%Q1 2014Q4 20188
Regal Investment Advisors LLC 880.00%0.00%0.00%Q2 2013Q1 20158
LINCOLN NATIONAL CORP 710.01%0.02%0.02%Q4 2017Q3 20238
Avidian Wealth Solutions, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
ADVANTAGE INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Manchester Capital Management LLC 880.00%0.00%0.01%Q1 2014Q4 20158
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Tower Research Capital LLC (TRC) 210.00%0.00%0.01%Q4 2013Q3 20238
Moors & Cabot, Inc. 710.02%0.02%0.02%Q2 2020Q3 20228
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
Mariner, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.00%0.01%Q1 2019Q3 20207
BUCKINGHAM STRATEGIC WEALTH, LLC 430.02%0.03%0.05%Q1 2018Q4 20197
J.W. COLE ADVISORS, INC. 770.02%0.02%0.03%Q3 2021Q1 20237
L.M. KOHN & COMPANY 770.09%0.12%0.14%Q1 2022Q3 20237
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2014Q3 20237
Cordasco Financial Network 770.03%0.03%0.04%Q1 2018Q3 20197
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q3 2015Q1 20177
Stratos Wealth Partners, LTD. 610.00%0.02%0.05%Q4 2016Q3 20187
Hudson Capital Management LLC 430.12%0.17%0.20%Q4 2017Q3 20197
Atria Wealth Solutions, Inc. 330.00%0.01%0.01%Q1 2022Q3 20236
FinTrust Capital Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Hudock, Inc. 660.01%0.02%0.03%Q2 2013Q3 20146
Legacy Financial Advisors, Inc. 660.02%0.03%0.04%Q4 2017Q1 20196
GLENMEDE TRUST CO NA 660.00%0.00%0.00%Q2 2018Q3 20196
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Shaker Financial Services, LLC 660.13%0.32%0.47%Q3 2013Q4 20146
Carroll Financial Associates, Inc. 310.00%0.00%0.00%Q3 2013Q4 20216
Eudaimonia Partners, LLC 660.00%0.01%0.03%Q4 2019Q1 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Smith Salley Wealth Management 660.16%0.22%0.28%Q4 2013Q1 20156
SeaBridge Investment Advisors LLC 660.03%0.03%0.03%Q3 2013Q4 20146
FMR LLC 110.00%0.00%0.00%Q4 2018Q2 20235
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q1 2014Q1 20155
VSR Financial Services, Inc. 550.03%0.04%0.05%Q1 2014Q1 20155
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
FNY Investment Advisers, LLC 310.01%0.03%0.04%Q2 2019Q2 20215
CSS LLC/IL 210.01%0.01%0.01%Q4 2013Q2 20154
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
AMERICAN NATIONAL BANK & TRUST CO /VA/ 440.10%0.20%0.25%Q2 2014Q1 20154
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q4 2013Q2 20154
Karpus Management, Inc. 210.02%0.07%0.11%Q4 2014Q1 20204
&PARTNERS 440.27%0.28%0.29%Q1 2019Q4 20194
IFP Advisors, Inc 210.00%0.00%0.00%Q4 2015Q3 20234
Parallel Advisors, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
BANK OF NOVA SCOTIA 210.00%0.01%0.01%Q2 2016Q3 20184
Lebenthal Asset Management, LLC 440.15%0.27%0.32%Q2 2016Q1 20174
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
Tradition Wealth Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Jacobi Capital Management LLC 440.00%0.00%0.00%Q2 2017Q1 20184
Concorde Financial Corp 220.00%0.00%0.00%Q4 2021Q4 20224
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q3 20214
Arlington Financial Advisors, LLC 440.91%1.08%1.21%Q4 2017Q3 20184
Plante Moran Financial Advisors, LLC 310.00%0.02%0.03%Q4 2016Q4 20204
American Research & Management Co. 440.00%0.01%0.01%Q3 2020Q2 20214
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.00%0.00%Q3 2014Q4 20194
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
DFPG INVESTMENTS, LLC 440.02%0.06%0.12%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.00%Q3 2017Q2 20184
Baird Financial Group, Inc. 440.01%0.01%0.02%Q4 2015Q3 20164
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q1 2023Q3 20233
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q4 2010Q2 20113
NWAM LLC 330.09%0.10%0.10%Q2 2012Q4 20123
CULLEN/FROST BANKERS, INC. 330.01%0.01%0.01%Q3 2017Q1 20183
SANDERS MORRIS HARRIS LLC 330.09%0.11%0.12%Q2 2019Q4 20193
Lebenthal Holdings,LLC 210.29%0.45%0.57%Q1 2015Q2 20163
Global Trust Asset Management, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
HERITAGE WEALTH MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Ancora Advisors LLC 110.00%0.01%0.01%Q4 2016Q4 20193
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
NATIONAL PLANNING CORP 330.02%0.02%0.02%Q4 2016Q2 20173
Proficio Capital Partners LLC 330.02%0.02%0.02%Q3 2018Q1 20193
Oxbow Advisors, LLC 330.06%0.08%0.09%Q3 2019Q1 20203
V Wealth Advisors LLC 210.01%0.03%0.05%Q2 2017Q1 20233
Spire Wealth Management 330.00%0.00%0.00%Q1 2023Q3 20233
Cetera Advisor Networks LLC 330.00%0.01%0.01%Q1 2020Q3 20203
US FINANCIAL ADVISORS, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
M&T BANK CORP 330.00%0.00%0.00%Q4 2017Q2 20183
USCA RIA LLC 210.03%0.05%0.07%Q2 2016Q4 20173
Essex Savings Bank 330.01%0.01%0.02%Q4 2018Q2 20193
Weiss Asset Management LP 110.02%0.04%0.05%Q1 2018Q3 20193
AMERICAN INTERNATIONAL GROUP, INC. 210.00%0.00%0.00%Q2 2013Q4 20153
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q4 20213
Sound Income Strategies, LLC 330.03%0.04%0.04%Q4 2018Q2 20193
All Season Financial Advisors, Inc. 220.30%0.32%0.35%Q2 2023Q3 20232
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q3 2018Q4 20182
Stonebridge Financial Planning Group, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Bedel Financial Consulting, Inc. 220.03%0.03%0.03%Q4 2021Q1 20222
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20142
CENTAURUS FINANCIAL, INC. 220.01%0.01%0.01%Q3 2021Q4 20212
Mendota Financial Group, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Tradewinds Capital Management, LLC 110.00%0.02%0.03%Q4 2017Q3 20202
SIGNATUREFD, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MML INVESTORS SERVICES, LLC 220.01%0.02%0.02%Q2 2018Q3 20182
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2021Q3 20232
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q4 2019Q1 20202
Samalin Investment Counsel, LLC 220.14%0.19%0.24%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Marathon Trading Investment Management LLC 220.02%0.02%0.03%Q1 2014Q2 20142
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
FIRST INTERSTATE BANK 220.00%0.00%0.01%Q1 2017Q2 20172
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Belpointe Asset Management LLC 110.00%0.00%0.01%Q2 2021Q1 20232
NINE MASTS CAPITAL Ltd 220.18%0.21%0.23%Q2 2018Q3 20182
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2023Q3 20232
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
AMUSSEN HUNSAKER ASSOCIATES LLC 220.01%0.01%0.01%Q2 2018Q3 20182
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q2 2023Q3 20232
1832 Asset Management L.P. 220.01%0.01%0.01%Q4 2014Q1 20152
CLOUGH CAPITAL PARTNERS L P 110.04%0.07%0.10%Q1 2015Q3 20182
Cedar Wealth Management, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Total Clarity Wealth Management, Inc. 220.00%0.01%0.02%Q3 2021Q4 20212
Horan Securities, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Redwood Wealth Management Group, LLC 220.25%0.28%0.30%Q4 2022Q1 20232
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.01%0.01%Q4 2014Q4 20141
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q1 2020Q1 20201
FIRST HORIZON CORP 110.02%0.02%0.02%Q2 2013Q2 20131
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
TFS CAPITAL LLC 110.10%0.10%0.10%Q1 2017Q1 20171
CERTUITY, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2015Q4 20151
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2019Q1 20191
Elequin Capital, LP 110.06%0.06%0.06%Q4 2022Q4 20221
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Euro Pacific Asset Management, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
C-J Advisory, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q1 2019Q1 20191
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
FLAGSHIP HARBOR ADVISORS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Widmann Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2014Q1 20141
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q3 2016Q3 20161
LODESTAR INVESTMENT COUNSEL LLC/IL 110.10%0.10%0.10%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Winthrop Partners - WNY, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q4 2013Q4 20131
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
TSFG, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
WADE G W & INC 110.06%0.06%0.06%Q3 2016Q3 20161
ClearBridge Investments 110.00%0.00%0.00%Q4 2014Q4 20141
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
IAG Wealth Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Axiom Investment Management LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Live Your Vision, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JNBA Financial Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Paloma Partners Management Co 110.02%0.02%0.02%Q4 2013Q4 20131
Gradient Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Cetera Advisors LLC 110.04%0.04%0.04%Q4 2019Q4 20191
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TUCKER ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q3 2021Q3 20211
External links

This page lists all the filers that currently own HANCOCK JOHN FINL OPPTYS FD or have owned HANCOCK JOHN FINL OPPTYS FD in the past.