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Get Institutions for : 
Hancock John Patriot Select Dividend Trust (DIV)  
$17.42 0.08 (0.46%) as of 4:30 Wed 5/22


Download
     
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 : 
 $15.87  
Last Quarter's Ending Price : 
 $17.18  
Last Quarter's Average Price : 
 $16.28  
Change from last quarter's     
avg. price to the last closing  : 
1.14 (7%)  




 
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: 3-31-2022 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 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
   FUKOKU MUTUAL LIFE INSURANCE CO 17 - 2024-03-31 1,475,000 $25,650,000 0
   AE Wealth Management LLC 119 - 2024-03-31 1,123,892 $19,544,000 -472,140
   WELLS FARGO & CO/MN 1245 - 2024-03-31 905,197 $15,741,000 322,592
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 887 - 2024-03-31 204,226 $3,551,000 -46,234
   COMMONWEALTH EQUITY SERVICES LLC. 1387 - 2024-03-31 201,008 $3,496,000 10,602
   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
   Arlington Capital Management Inc. 21 *New 2024-03-31 32,593 $1,753,000 32,593
   EWG Elevate Inc. 48 - 2024-03-31 87,612 $1,524,000 -74,587
   ROYAL BANK OF CANADA 2757 - 2024-03-31 78,955 $1,373,000 9,947
   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
   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
   NTV ASSET MANAGEMENT LLC 121 - 2024-03-31 52,450 $912,000 -2,700
   WEDBUSH MORGAN SECURITIES INC 436 - 2024-03-31 50,023 $870,000 1,856
   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
   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
   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
   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
   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
   Caitlin John LLC 80 - 2023-12-31 20,729 $358,000 0
   CWM LLC 1255 - 2024-03-31 20,167 $351,000 0
   C2C Wealth Management LLC 57 - 2024-03-31 20,000 $348,000 0
   Teamwork Financial Advisors LLC 137 - 2024-03-31 19,494 $339,000 1
   Patten Group Inc. 205 - 2024-03-31 18,575 $323,000 -1,810
   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
   M HOLDINGS SECURITIES, INC. 124 - 2024-03-31 16,333 $284,000 -6,371
   MML INVESTORS SERVICES LLC 2151 - 2024-03-31 15,957 $277,000 458
   D E SHAW & CO INC 2508 *New 2024-03-31 15,424 $268,000 15,424
   MULTIFINANCIAL SECURITIES CORP 1996 *New 2024-03-31 15,408 $268,000 15,408
   Walkner Condon Financial Advisors LLC 225 - 2024-03-31 15,332 $267,000 261
   SCOTIA CAPITAL INC. 706 - 2024-03-31 15,369 $267,000 -23,021
   Integrated Advisors Network LLC 611 *New 2024-03-31 15,219 $265,000 15,219
   NATIONAL ASSET MANAGEMENT, INC. 1117 - 2024-03-31 16,108 $261,000 -320
   Sequent Planning LLC 120 - 2024-03-31 14,867 $259,000 0
   Lifeworks Advisors LLC 200 - 2024-03-31 14,759 $257,000 0
   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
   PFG Investments LLC 849 *New 2024-03-31 12,965 $225,000 12,965
   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
   Apollon Wealth Management LLC 1035 - 2024-03-31 11,597 $202,000 0
   Kingdom Financial Group LLC. 60 - 2024-03-31 11,628 $202,000 1,377
   ADVISORY SERVICES NETWORK, LLC 1349 - 2024-03-31 10,930 $190,000 -86,191
   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
   LINCOLN NATIONAL CORP 1137 *New 2024-03-31 10,353 $180,000 10,353
   MONTICELLO WEALTH MANAGEMENT LLC 233 - 2024-03-31 10,269 $179,000 -300
   Retirement Group LLC 122 - 2024-03-31 10,261 $178,000 0
   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
   Wealth Advisory Solutions LLC 122 *New 2024-03-31 10,000 $174,000 10,000
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1650 - 2023-09-30 10,000 $162,000 -129
   Sunbelt Securities Inc. 613 - 2024-03-31 8,385 $146,000 434
   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
   JFS WEALTH ADVISORS, LLC 362 - 2024-03-31 4,508 $78,000 1,595
   Qube Research & Technologies Ltd 2902 - 2024-03-31 4,430 $77,000 -598
   NATIONAL BANK OF CANADA /FI/ 1452 - 2024-03-31 4,207 $73,000 120
   Pineridge Advisors LLC 104 - 2024-03-31 4,098 $71,000 -1,942
   PINNACLE HOLDINGS LLC 151 *New 2024-03-31 3,895 $68,000 3,895
   US BANCORP 2615 - 2024-03-31 3,190 $55,000 -1,251
   Newbridge Financial Services Group Inc. 425 - 2024-03-31 2,500 $43,000 0
   PRIVATE TRUST CO NA 1223 - 2024-03-31 2,000 $35,000 0
   Bogart Wealth LLC 498 - 2024-03-31 1,259 $22,000 22
   Cherry Tree Wealth Management LLC 316 - 2024-03-31 1,064 $19,000 0
   Tortoise Investment Management LLC 534 - 2024-03-31 1,000 $17,000 0
   PRINCIPAL SECURITIES INC. 2083 - 2024-03-31 1,000 $17,000 0
   AdvisorNet Financial Inc 1231 - 2024-03-31 699 $12,000 0
   HARBOUR INVESTMENTS INC. 2090 - 2023-12-31 660 $11,000 0
   Venturi Wealth Management LLC 916 - 2024-03-31 620 $11,000 -770
   Nordwand Advisors LLC 124 - 2024-03-31 655 $11,000 0
   FMR LLC 4130 - 2024-03-31 515 $9,000 -1,362
  100 Records found
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