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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
   AE Wealth Management LLC 119 - 2024-03-31 1,123,892 $19,544,000 -472,140
   MORGAN STANLEY 2930 - 2024-03-31 896,318 $15,587,000 -325,570
   BANK OF AMERICA CORP /DE/ 2473 - 2024-03-31 566,581 $9,853,000 -289,700
   LPL FINANCIAL CORP 1416 - 2024-03-31 506,761 $8,813,000 -66,949
   JANNEY MONTGOMERY SCOTT LLC 887 - 2024-03-31 204,226 $3,551,000 -46,234
   RAYMOND JAMES & ASSOCIATES 2049 - 2024-03-31 134,950 $2,347,000 -5,650
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1202 - 2024-03-31 114,000 $1,982,000 -18,000
   EWG Elevate Inc. 48 - 2024-03-31 87,612 $1,524,000 -74,587
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1506 - 2024-03-31 78,724 $1,369,000 -4,280
   Stratos Wealth Partners LTD. 578 - 2024-03-31 68,389 $1,189,000 -6,353
   Triumph Capital Management 49 - 2024-03-31 63,023 $1,093,000 -1,245
   NTV ASSET MANAGEMENT LLC 121 - 2024-03-31 52,450 $912,000 -2,700
   J P MORGAN CHASE & CO 3503 - 2024-03-31 44,561 $775,000 -7
   VALLEY FINANCIAL MANAGEMENT INC. 36 - 2023-06-30 44,068 $736,000 -22,488
   UBS Group AG 3771 - 2024-03-31 42,092 $732,000 -3,033
   Advisor Group Holdings Inc. 2646 - 2024-03-31 40,319 $701,000 -2,070
   FINANCIAL NETWORK 1712 - 2024-03-31 39,330 $684,000 -1,488
   H D Vest Advisory Services 931 - 2024-03-31 36,532 $635,000 -33
   Baird Financial Group Inc. 1315 - 2024-03-31 34,997 $609,000 -1,081
   Authentikos Wealth Advisory LLC 41 - 2024-03-31 25,307 $440,000 -66
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2612 - 2024-03-31 24,118 $419,000 -3,324
   Joseph P. Lucia & Associates LLC 85 - 2024-03-31 23,075 $401,000 -645
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 186 - 2024-03-31 21,636 $376,000 -129
   Foundations Investment Advisors LLC 526 - 2024-03-31 21,234 $369,000 -174
   Private Advisor Group LLC 1707 - 2024-03-31 21,084 $367,000 -79
   Patten Group Inc. 205 - 2024-03-31 18,575 $323,000 -1,810
   M HOLDINGS SECURITIES, INC. 124 - 2024-03-31 16,333 $284,000 -6,371
   SCOTIA CAPITAL INC. 706 - 2024-03-31 15,369 $267,000 -23,021
   NATIONAL ASSET MANAGEMENT, INC. 1117 - 2024-03-31 16,108 $261,000 -320
   Slagle Financial LLC 101 - 2024-03-31 13,439 $234,000 -16,719
   Csenge Advisory Group 633 - 2024-03-31 13,296 $231,000 -133
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4365 - 2024-03-31 13,198 $230,000 -140
   Cornerstone Management Inc. 49 - 2024-03-31 13,155 $229,000 -470
   Perigon Wealth Management LLC 788 - 2024-03-31 12,310 $214,000 -3,210
   J.W. COLE ADVISORS INC. 808 - 2024-03-31 12,197 $212,000 -206
   ADVISORY SERVICES NETWORK, LLC 1349 - 2024-03-31 10,930 $190,000 -86,191
   MONTICELLO WEALTH MANAGEMENT LLC 233 - 2024-03-31 10,269 $179,000 -300
   Founders Financial Alliance LLC 275 - 2024-03-31 10,200 $177,000 -173
   Simplicity WealthLLC 1079 - 2024-03-31 10,060 $175,000 -2,100
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1650 - 2023-09-30 10,000 $162,000 -129
   TOWER RESEARCH CAPITAL LLC 1669 - 2024-03-31 7,651 $133,000 -13,443
   BLAIR WILLIAM & CO/IL 1490 - 2024-03-31 6,209 $108,000 -5,500
   IFP Advisors Inc 1269 - 2023-12-31 5,262 $90,000 -214
   CITADEL ADVISORS LLC 4933 - 2024-03-31 4,668 $81,000 -31,906
   Goss Wealth Management LLC 2122 - 2024-03-31 4,567 $79,000 -1,695
   Qube Research & Technologies Ltd 2902 - 2024-03-31 4,430 $77,000 -598
   Pineridge Advisors LLC 104 - 2024-03-31 4,098 $71,000 -1,942
   US BANCORP 2615 - 2024-03-31 3,190 $55,000 -1,251
   Venturi Wealth Management LLC 916 - 2024-03-31 620 $11,000 -770
   FMR LLC 4130 - 2024-03-31 515 $9,000 -1,362
   Creekmur Asset Management LLC 540 - 2024-03-31 341 $6,000 -526
   Fortis Group Advisors LLC 380 - 2024-03-31 300 $5,000 -300
   Farther Finance Advisors LLC 3448 - 2024-03-31 11 $0 -3,279
  53 Records found
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