JOHN HANCOCK HDG EQ & INC FD shareholder history

Current and past JOHN HANCOCK HDG EQ & INC FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Advisors Asset Management, Inc. 34340.01%0.13%0.28%Q2 2013Q3 202134
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
GUGGENHEIM CAPITAL LLC 2740.00%0.01%0.03%Q2 2013Q3 202331
RAYMOND JAMES & ASSOCIATES 29290.00%0.00%0.00%Q3 2016Q3 202329
AMERIPRISE FINANCIAL INC 1610.00%0.00%0.00%Q4 2013Q3 202327
LPL Financial LLC 1540.00%0.00%0.00%Q3 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 2420.00%0.00%0.00%Q2 2013Q4 201926
Shaker Financial Services, LLC 810.09%0.69%1.51%Q2 2014Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
Raymond James Financial Services Advisors, Inc. 1210.00%0.00%0.00%Q1 2016Q3 202219
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.02%0.04%Q4 2014Q3 202316
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1310.00%0.09%0.42%Q4 2013Q4 201814
Patriot Financial Group Insurance Agency, LLC 13130.00%0.00%0.01%Q2 2019Q2 202213
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q2 2013Q3 202113
B. Riley Wealth Advisors, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.00%0.00%0.00%Q2 2013Q1 201612
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Carroll Financial Associates, Inc. 12120.00%0.00%0.00%Q4 2015Q3 201812
Commonwealth Equity Services, Inc 12120.00%0.00%0.00%Q4 2014Q3 201712
DOLIVER ADVISORS, LP 510.08%0.26%0.72%Q1 2013Q4 201811
Pinnacle Bancorp, Inc. 11110.02%0.02%0.03%Q4 2018Q2 202111
ENVESTNET ASSET MANAGEMENT INC 520.00%0.00%0.00%Q2 2016Q3 202311
IFP Advisors, Inc 11110.00%0.00%0.00%Q2 2016Q4 201811
Cetera Advisor Networks LLC 10100.00%0.01%0.01%Q2 2019Q3 202110
FIDUCIARY TRUST CO 10100.01%0.01%0.01%Q1 2015Q2 201710
FineMark National Bank & Trust 990.00%0.00%0.00%Q2 2013Q2 20159
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.05%0.10%Q2 2015Q3 20239
American Portfolios Advisors 880.00%0.00%0.00%Q4 2020Q3 20228
SILVERLAKE WEALTH MANAGEMENT LLC 880.07%0.10%0.13%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Creative Planning 520.00%0.00%0.00%Q4 2014Q3 20167
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 510.01%0.02%0.03%Q1 2020Q3 20216
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.01%Q4 2018Q1 20206
Ellis Investment Partners, LLC 660.01%0.01%0.01%Q2 2019Q3 20206
STIFEL FINANCIAL CORP 660.00%0.00%0.00%Q2 2016Q3 20176
AQR Capital Management 510.00%0.00%0.01%Q4 2012Q2 20146
Advisory Services Network, LLC 210.00%0.00%0.00%Q1 2020Q1 20236
StrategIQ Financial Group, LLC 550.12%0.29%0.38%Q3 2016Q3 20175
NewEdge Advisors, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
RMB Capital Management, LLC 210.01%0.02%0.04%Q1 2015Q1 20205
BANK OF MONTREAL /CAN/ 550.00%0.00%0.00%Q2 2017Q2 20185
BOSTON PRIVATE BANK & TRUST CO 550.00%0.00%0.00%Q1 2014Q1 20155
Steward Partners Investment Advisory, LLC 410.00%0.00%0.00%Q3 2018Q1 20205
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Gradient Investments LLC 440.00%0.00%0.00%Q4 2017Q3 20184
SUNTRUST BANKS INC 440.00%0.00%0.00%Q4 2018Q3 20194
Capital Investment Advisors, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
Thomas J. Herzfeld Advisors, Inc. 440.13%0.14%0.14%Q2 2013Q1 20144
CORNERSTONE ADVISORS INC 310.04%0.14%0.26%Q2 2015Q4 20184
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q2 2013Q3 20144
Sigma Planning Corp 310.00%0.01%0.02%Q3 2017Q4 20224
SEI INVESTMENTS CO 330.00%0.00%0.00%Q3 2016Q1 20173
CX Institutional 210.00%0.00%0.00%Q2 2021Q2 20223
Eudaimonia Partners, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2013Q4 20193
FMR LLC 110.00%0.00%0.00%Q4 2020Q2 20223
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q1 2018Q3 20183
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Compass Efficient Model Portfolios, LLC 330.03%0.65%1.62%Q2 2013Q4 20133
Weiss Asset Management LP 110.02%0.03%0.05%Q4 2015Q4 20182
Moors & Cabot, Inc. 220.02%0.02%0.02%Q1 2020Q2 20202
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.08%0.13%0.17%Q2 2013Q3 20132
Glassman Wealth Services 220.01%0.01%0.01%Q4 2019Q1 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Ground Swell Capital, LLC 220.01%0.01%0.02%Q2 2014Q3 20142
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2018Q3 20182
TFS CAPITAL LLC 220.02%0.02%0.02%Q3 2013Q4 20132
COMERICA BANK 110.00%0.00%0.00%Q3 2013Q3 20232
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q3 20232
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q2 2015Q3 20152
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
1607 Capital Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2022Q2 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Squar Milner Financial Services LLC 110.06%0.06%0.06%Q2 2018Q2 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Royal Fund Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
NWAM LLC 110.06%0.06%0.06%Q1 2018Q1 20181
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Virtu Financial LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Squarepoint Ops LLC 110.02%0.02%0.02%Q4 2015Q4 20151
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2018Q1 20181
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Quarry LP 110.03%0.03%0.03%Q2 2023Q2 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Quantedge Capital Pte Ltd 110.10%0.10%0.10%Q1 2021Q1 20211
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Private Advisor Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Sunbelt Securities, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Allworth Financial LP 110.00%0.00%0.00%Q1 2017Q1 20171
Csenge Advisory Group 110.01%0.01%0.01%Q3 2022Q3 20221
Logan Stone Capital, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Cornerstone Advisors, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CLOUGH CAPITAL PARTNERS L P 110.06%0.06%0.06%Q2 2023Q2 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own JOHN HANCOCK HDG EQ & INC FD or have owned JOHN HANCOCK HDG EQ & INC FD in the past.