HANCOCK JOHN PFD INCOME FD shareholder history

Current and past HANCOCK JOHN PFD INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.04%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
CITY HOLDING CO 36360.01%0.01%0.02%Q4 2014Q3 202336
TSP Capital Management Group, LLC 35350.40%0.63%0.88%Q1 2015Q3 202335
COHEN & STEERS, INC. 25100.00%0.00%0.01%Q3 2013Q2 202335
Private Advisor Group, LLC 2110.00%0.01%0.02%Q3 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.04%0.12%Q1 2016Q3 202331
RAYMOND JAMES & ASSOCIATES 31310.00%0.00%0.00%Q1 2016Q3 202331
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
BANK OF MONTREAL /CAN/ 1340.00%0.00%0.00%Q2 2013Q1 202129
Raymond James Financial Services Advisors, Inc. 2270.00%0.00%0.00%Q2 2016Q3 202329
Selway Asset Management 16130.10%1.01%2.68%Q1 2016Q3 202329
ENVESTNET ASSET MANAGEMENT INC 29290.00%0.00%0.01%Q3 2016Q3 202329
GUGGENHEIM CAPITAL LLC 18100.00%0.01%0.02%Q2 2013Q3 202328
Oxbow Advisors, LLC 1980.03%0.03%0.05%Q2 2013Q1 202027
AMERIPRISE FINANCIAL INC 2160.00%0.00%0.00%Q2 2013Q3 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
PNC FINANCIAL SERVICES GROUP, INC. 1630.00%0.00%0.00%Q1 2015Q3 202327
MCRAE CAPITAL MANAGEMENT INC 27270.06%0.11%0.17%Q1 2017Q3 202327
NWAM LLC 2160.01%0.11%0.16%Q1 2014Q4 202027
HighTower Advisors, LLC 2410.00%0.00%0.01%Q2 2013Q3 202326
ProVise Management Group, LLC 1840.02%0.04%0.06%Q2 2013Q4 202126
OPTIMUM INVESTMENT ADVISORS 25250.01%0.06%0.14%Q4 2017Q4 202325
Sound Income Strategies, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Capital Investment Advisors, LLC 24240.01%0.10%0.20%Q4 2013Q3 201924
MONROE BANK & TRUST/MI 2130.08%0.16%0.45%Q2 2013Q2 201924
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2014Q1 202324
Merit Financial Group, LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
FIFTH THIRD BANCORP 22220.00%0.00%0.00%Q1 2018Q2 202322
Cetera Advisor Networks LLC 1010.00%0.02%0.09%Q1 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
US BANCORP \DE\ 1510.00%0.00%0.00%Q2 2013Q3 202221
Global Trust Asset Management, LLC 20200.01%0.05%0.12%Q4 2017Q3 202220
Advisory Resource Group 20200.51%1.47%2.50%Q4 2018Q3 202320
CITIGROUP INC 1610.00%0.00%0.00%Q2 2013Q3 202120
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
WEDBUSH SECURITIES INC 18180.01%0.02%0.06%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
Asset Planning Services, Ltd. 17170.02%0.05%0.07%Q2 2015Q2 201917
IFP Advisors, Inc 1110.00%0.01%0.02%Q4 2015Q1 202317
WFG Advisors, LP 17170.01%0.05%0.08%Q2 2013Q2 201717
Barrett Asset Management, LLC 17170.00%0.00%0.00%Q3 2017Q3 202117
NEXT Financial Group, Inc 1410.00%0.00%0.01%Q2 2014Q4 202117
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.05%0.09%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.02%0.03%Q4 2019Q3 202316
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
VICUS CAPITAL 16160.05%0.16%0.23%Q2 2013Q1 201716
INVESTMENT CENTERS OF AMERICA INC 1510.02%0.08%0.16%Q3 2013Q3 201716
Buffington Mohr McNeal 16160.06%0.16%0.33%Q4 2018Q3 202216
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
CWM, LLC 1320.00%0.00%0.01%Q2 2018Q1 202215
PRING TURNER CAPITAL GROUP INC 14141.56%2.01%2.75%Q4 2013Q1 201714
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.01%Q2 2013Q1 202314
SeaCrest Wealth Management, LLC 1210.01%0.03%0.05%Q4 2017Q2 202214
Stonebridge Capital Advisors LLC 950.00%0.00%0.00%Q2 2019Q1 202314
AlphaMark Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Cetera Advisors LLC 910.01%0.03%0.05%Q3 2015Q2 202113
CREDIT SUISSE AG/ 12120.00%0.00%0.01%Q1 2013Q4 201512
Koshinski Asset Management, Inc. 12120.02%0.03%0.05%Q4 2020Q3 202312
Danda Trouve Investment Management, Inc. 12122.31%2.76%3.42%Q4 2019Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.04%0.07%Q4 2018Q3 202112
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q4 2016Q4 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Shaker Financial Services, LLC 410.11%0.33%0.55%Q2 2013Q3 202312
Westwind Capital 930.00%0.00%0.01%Q4 2017Q4 202012
Tower Research Capital LLC (TRC) 410.00%0.00%0.01%Q2 2013Q4 202212
Mariner, LLC 830.00%0.00%0.01%Q3 2019Q3 202311
Piscataqua Savings Bank 11110.01%0.01%0.02%Q1 2021Q3 202311
Fiera Capital Corp 11110.00%0.00%0.00%Q1 2021Q3 202311
Investors Capital Advisory Services 1010.08%0.14%0.19%Q2 2013Q2 201611
Windsor Capital Management, LLC 11110.13%0.16%0.19%Q2 2013Q4 201511
TSFG, LLC 11110.02%0.03%0.04%Q1 2019Q3 202111
Sowell Financial Services LLC 640.01%0.02%0.03%Q1 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Oakworth Capital, Inc. 10100.00%0.00%0.00%Q2 2016Q3 201810
First Horizon Advisors, Inc. 910.00%0.00%0.01%Q3 2013Q4 201910
Carroll Financial Associates, Inc. 10100.00%0.00%0.00%Q2 2019Q3 202110
Baird Financial Group, Inc. 730.00%0.00%0.00%Q3 2015Q3 202310
Annex Advisory Services, LLC 990.03%0.06%0.08%Q4 2016Q4 20189
Avior Wealth Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Regal Investment Advisors LLC 630.00%0.00%0.00%Q2 2013Q3 20159
B. Riley Wealth Advisors, Inc. 720.01%0.01%0.03%Q4 2018Q3 20239
MANNING & NAPIER ADVISORS LLC 880.00%0.00%0.00%Q2 2013Q1 20158
NewEdge Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.00%0.06%0.15%Q4 2017Q3 20198
Fusion Family Wealth LLC 530.01%0.01%0.02%Q4 2016Q4 20188
IFC Holdings Incorporated/FL 710.02%0.03%0.06%Q2 2013Q4 20178
FRONTIER INVESTMENT MGMT CO 770.94%1.14%1.36%Q2 2013Q4 20147
Kerntke Otto McGlone Wealth Management Group 770.23%0.40%0.52%Q4 2019Q2 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
Penserra Capital Management LLC 770.00%0.00%0.00%Q4 2015Q2 20177
OLD NATIONAL BANCORP /IN/ 410.01%0.01%0.01%Q1 2017Q1 20197
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.01%Q4 2016Q1 20186
WEBSTER BANK, N. A. 660.00%0.00%0.00%Q2 2022Q3 20236
Ellis Investment Partners, LLC 660.00%0.01%0.01%Q2 2019Q3 20206
Lucia Wealth Services, LLC 661.58%1.73%2.35%Q4 2017Q1 20196
Jefferies Group LLC 660.00%0.00%0.00%Q2 2017Q3 20186
CoreFirst Bank & Trust 660.01%0.01%0.02%Q4 2020Q1 20226
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 660.00%0.00%0.00%Q3 2021Q4 20226
Tradition Wealth Management, LLC 510.00%0.00%0.00%Q4 2020Q2 20226
NORTHERN TRUST CORP 510.00%0.00%0.00%Q1 2018Q1 20226
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 660.00%0.04%0.13%Q2 2018Q3 20196
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q3 2015Q4 20216
MSI Financial Services Inc 550.00%0.00%0.01%Q4 2015Q4 20165
Golden Green, Inc. 320.50%0.65%0.77%Q4 2020Q3 20235
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.01%Q1 2016Q1 20175
GIRARD SECURITIES, INC. 550.16%0.22%0.30%Q3 2016Q3 20175
CENTRAL BANK & TRUST CO 310.00%0.01%0.01%Q2 2013Q3 20205
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
FMR LLC 210.00%0.00%0.00%Q1 2020Q4 20225
LAZARD ASSET MANAGEMENT LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Destination Wealth Management 310.00%0.00%0.00%Q1 2018Q1 20194
Laurion Capital Management LP 210.00%0.01%0.01%Q4 2015Q4 20174
Pinnacle Bancorp, Inc. 310.02%0.02%0.02%Q1 2017Q2 20194
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
Newbridge Financial Services Group, Inc. 440.23%0.25%0.29%Q3 2020Q2 20214
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q4 2017Q3 20204
Altus Wealth Group LLC 310.01%0.17%0.26%Q4 2020Q2 20234
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.02%Q1 2010Q3 20234
Financial Architects, Inc 220.00%0.01%0.03%Q2 2013Q3 20144
SEI INVESTMENTS CO 310.00%0.00%0.00%Q2 2016Q2 20184
SIGNATUREFD, LLC 210.00%0.00%0.00%Q2 2013Q3 20224
Pine River Capital Management L.P. 440.01%0.02%0.02%Q4 2013Q3 20144
DELTA ASSET MANAGEMENT LLC/TN 440.00%0.00%0.01%Q2 2013Q1 20144
COUNTRY TRUST BANK 440.00%0.00%0.00%Q1 2021Q4 20214
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
Ahrens Investment Partners LLC 440.09%0.20%0.26%Q1 2019Q4 20194
D'Orazio & Associates, Inc. 440.00%0.00%0.01%Q2 2020Q1 20214
FSA Wealth Management LLC 310.02%0.02%0.02%Q4 2019Q4 20204
ROBINSON CAPITAL MANAGEMENT, LLC 310.83%1.24%1.84%Q1 2014Q4 20154
DOLIVER ADVISORS, LP 110.14%0.18%0.28%Q2 2013Q4 20204
Certified Advisory Corp 440.00%0.01%0.02%Q4 2017Q3 20184
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.02%Q1 2018Q4 20214
McGlone Suttner Wealth Management, Inc. 440.06%0.09%0.11%Q4 2022Q3 20234
PRIVATE TRUST CO NA 210.00%0.00%0.01%Q3 2014Q3 20233
Simplicity Solutions, LLC 210.01%0.02%0.02%Q1 2020Q1 20233
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20183
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20213
CX Institutional 210.01%0.01%0.01%Q2 2021Q2 20223
Avidian Wealth Solutions, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
West Branch Capital LLC 330.04%0.04%0.04%Q2 2021Q4 20213
WESTPORT RESOURCES MANAGEMENT INC 330.00%0.00%0.00%Q2 2013Q4 20133
BECK CAPITAL MANAGEMENT, LLC 330.24%0.38%0.50%Q1 2016Q3 20163
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
CORNERSTONE ADVISORS INC 330.05%0.11%0.20%Q1 2014Q3 20143
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
TRUIST FINANCIAL CORP 330.01%0.01%0.01%Q1 2017Q3 20173
Citizens Business Bank 330.23%0.26%0.28%Q4 2012Q2 20133
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20153
Weiss Asset Management LP 110.02%0.07%0.16%Q4 2013Q4 20183
Vigilant Capital Management, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Simply Money Advisors 330.00%0.01%0.02%Q2 2013Q4 20133
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 110.02%0.09%0.16%Q2 2013Q4 20132
MARINER INVESTMENT GROUP LLC 220.21%0.34%0.46%Q4 2013Q1 20142
OTA Financial Group L.P. 110.21%0.23%0.25%Q2 2013Q3 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.12%0.12%0.12%Q4 2022Q1 20232
Advocacy Wealth Management Services, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Horan Securities, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
FineMark National Bank & Trust 220.01%0.01%0.01%Q4 2013Q1 20142
D.A. DAVIDSON & CO. 220.00%0.00%0.00%Q2 2014Q3 20142
Keystone Financial Group 220.03%0.03%0.03%Q2 2023Q3 20232
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
J.W. COLE ADVISORS, INC. 110.04%0.04%0.05%Q4 2019Q3 20202
AE Wealth Management LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Donald L. Hagan, LLC 110.02%0.02%0.02%Q3 2015Q1 20162
NATIONAL PLANNING CORP 110.00%0.02%0.03%Q4 2014Q4 20152
JPMORGAN CHASE & CO 220.00%0.00%0.00%Q1 2023Q2 20232
Cetera Investment Advisers 220.08%0.09%0.09%Q1 2016Q2 20162
LEVEL FOUR ADVISORY SERVICES, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Integrated Wealth Management 220.01%0.01%0.01%Q3 2015Q4 20152
Independence Bank of Kentucky 220.01%0.01%0.01%Q4 2017Q1 20182
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Parallel Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q4 2019Q4 20202
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.07%0.07%0.07%Q4 2019Q4 20191
Core Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2014Q3 20141
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Evanson Asset Management, LLC 110.09%0.09%0.09%Q2 2015Q2 20151
Madden Advisory Services, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2018Q3 20181
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q4 20171
MCF Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Elequin Capital, LP 110.00%0.00%0.00%Q4 2022Q4 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2017Q3 20171
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
FIRST MERCHANTS CORP 110.03%0.03%0.03%Q3 2019Q3 20191
ASSETMARK, INC 110.00%0.00%0.00%Q2 2020Q2 20201
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q3 20141
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2013Q4 20131
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Virtue Capital Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.18%0.18%0.18%Q3 2017Q3 20171
KRS Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GODSEY & GIBB, INC 110.00%0.00%0.00%Q1 2023Q1 20231
NINE MASTS CAPITAL Ltd 110.02%0.02%0.02%Q2 2018Q2 20181
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q3 2013Q3 20131
SIGNET MANAGEMENT USA, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Omnia Family Wealth, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Procyon Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Squarepoint Ops LLC 110.04%0.04%0.04%Q4 2015Q4 20151
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
StellarOne CORP 110.02%0.02%0.02%Q2 2013Q2 20131
Kessler Investment Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2021Q1 20211
Marathon Trading Investment Management LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2021Q1 20211
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
External links

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