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Get Institutions for : 
Hancock John Patriot Select Dividend Trust (DIV)  
$16.96 0.16 (0.93%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 108    7
Total shares held : 
 9,528,483  
% of shares held : 
 34.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -223,885  
% of shares held change : 
   -0.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.28  
Last Quarter's Ending Price : 
 $17.39  
Last Quarter's Average Price : 
 $16.96  
Change from last quarter's     
avg. price to the last closing  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 147,603
 1.55%
 
Increased Positions :
40
 726,205
 7.62%
 
Unchanged Positions :
25
 157,757
 1.66%
 
Decreased Positions :
34
-765,450
-8.03%
 
Closed Positions :
16
-332,243
-3.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1245 - 2024-03-31 905,197 $15,741,000 322,592
   Curran Financial Partners LLC 21 - 2024-03-31 262,751 $4,569,000 8,446
   Wealthfront Advisers LLC 313 - 2024-03-31 237,699 $4,134,000 19,589
   COMMONWEALTH EQUITY SERVICES LLC. 1387 - 2024-03-31 201,008 $3,496,000 10,602
   ROYAL BANK OF CANADA 2757 - 2024-03-31 78,955 $1,373,000 9,947
   RFG Advisory Group LLC 357 - 2024-03-31 57,796 $1,005,000 943
   ENVESTNET ASSET MANAGEMENT INC 3011 - 2024-03-31 57,782 $1,005,000 4,270
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 95 - 2024-03-31 56,641 $985,000 11,681
   Cetera Investment Advisers 2096 - 2024-03-31 54,893 $955,000 54,893
   WEDBUSH MORGAN SECURITIES INC 436 - 2024-03-31 50,023 $870,000 1,856
   Global Retirement Partners LLC 525 - 2024-03-31 29,292 $509,000 286
   MARINER WEALTH ADVISORS, LLC 2019 - 2024-03-31 28,668 $499,000 3,400
   BB&T CORP 1974 - 2024-03-31 26,931 $468,000 1,488
   Good Life Advisors LLC 287 - 2024-03-31 24,034 $418,000 8,003
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1301 - 2024-03-31 23,417 $407,000 3,396
   Castle Rock Wealth Management LLC 181 - 2024-03-31 18,283 $313,000 407
   STIFEL FINANCIAL CORP 2905 - 2024-03-31 17,085 $297,000 2,089
   MML INVESTORS SERVICES LLC 2151 - 2024-03-31 15,957 $277,000 458
   Walkner Condon Financial Advisors LLC 225 - 2024-03-31 15,332 $267,000 261
   Kingdom Financial Group LLC. 60 - 2024-03-31 11,628 $202,000 1,377
   Mutual Advisors LLC 1034 - 2024-03-31 10,830 $188,000 702
   KESTRA PRIVATE WEALTH SERVICES LLC 1199 - 2024-03-31 10,735 $187,000 347
   Sunbelt Securities Inc. 613 - 2024-03-31 8,385 $146,000 434
   JFS WEALTH ADVISORS, LLC 362 - 2024-03-31 4,508 $78,000 1,595
   NATIONAL BANK OF CANADA /FI/ 1452 - 2024-03-31 4,207 $73,000 120
   Bogart Wealth LLC 498 - 2024-03-31 1,259 $22,000 22
   FSA Wealth Management LLC 411 - 2024-03-31 338 $6,000 6
   TSFG LLC 587 - 2024-03-31 237 $4,000 4
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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