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Get Institutions for : 
Hancock John Patriot Select Dividend Trust (DIV)  
$17.21 0.11 (0.64%) as of 4:30 Thu 5/2


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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 : 
 $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  : 
0.93 (5.71%)  




 
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
   AE Wealth Management LLC 157 - 2023-12-31 1,596,032 $27,723,000 1,789
   FUKOKU MUTUAL LIFE INSURANCE CO 13 - 2023-12-31 1,475,000 $25,341,000 425,000
   MORGAN STANLEY 2627 - 2023-12-31 1,221,888 $20,992,000 -68,809
   BANK OF AMERICA CORP /DE/ 2028 - 2023-12-31 856,281 $14,711,000 -19,305
   WELLS FARGO & CO/MN 1496 - 2023-12-31 582,605 $10,009,000 14,380
   LPL FINANCIAL CORP 1260 - 2023-12-31 573,710 $9,856,000 -381,825
   Curran Financial Partners LLC 23 - 2023-12-31 254,305 $4,344,000 19,063
   JANNEY MONTGOMERY SCOTT LLC 786 - 2023-12-31 250,460 $4,303,000 -220
   Wealthfront Advisers LLC 313 - 2024-03-31 237,699 $4,134,000 19,589
   COMMONWEALTH EQUITY SERVICES LLC. 1344 - 2023-12-31 190,406 $3,271,000 -6,142
   RAYMOND JAMES & ASSOCIATES 2049 - 2024-03-31 134,950 $2,347,000 -5,650
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 132,000 $2,268,000 4,000
   Arlington Capital Management Inc. 21 *New 2024-03-31 32,593 $1,753,000 32,593
   ADVISORY SERVICES NETWORK, LLC 481 - 2023-12-31 97,121 $1,669,000 -602
   EWG Elevate Inc. 48 - 2024-03-31 87,612 $1,524,000 -74,587
   B.O.S.S. Retirement Advisors LLC 113 - 2023-12-31 88,424 $1,519,000 9,447
   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
   ROYAL BANK OF CANADA 2964 - 2023-12-31 69,008 $1,186,000 -12,056
   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
   NTV ASSET MANAGEMENT LLC 112 - 2023-12-31 55,150 $947,000 300
   ENVESTNET ASSET MANAGEMENT INC 2976 - 2023-12-31 53,512 $919,000 -31,989
   WEDBUSH MORGAN SECURITIES INC 377 - 2023-12-31 48,167 $828,000 -1,210
   UBS Group AG 3597 - 2023-12-31 45,125 $775,000 4,455
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 78 - 2023-12-31 44,960 $772,000 15,212
   J P MORGAN CHASE & CO 3465 - 2023-12-31 44,568 $766,000 9,796
   JANE STREET GROUP LLC 3514 - 2023-12-31 43,735 $751,000 43,735
   VALLEY FINANCIAL MANAGEMENT INC. 36 - 2023-06-30 44,068 $736,000 -22,488
   Advisor Group Holdings Inc. 2812 - 2023-12-31 42,389 $728,000 -31,162
   FINANCIAL NETWORK 1616 - 2023-12-31 40,818 $701,000 -12,602
   SCOTIA CAPITAL INC. 533 - 2023-12-31 38,390 $660,000 70
   CITADEL ADVISORS LLC 3374 - 2023-12-31 36,574 $628,000 27,191
   H D Vest Advisory Services 888 - 2023-12-31 36,565 $628,000 7,624
   Baird Financial Group Inc. 1288 - 2023-12-31 36,078 $620,000 1,544
   Global Retirement Partners LLC 525 - 2024-03-31 29,292 $509,000 286
   BB&T CORP 2025 - 2023-12-31 25,443 $437,000 7,116
   Authentikos Wealth Advisory LLC 41 - 2023-12-31 25,373 $436,000 -3,449
   MARINER WEALTH ADVISORS, LLC 2039 - 2023-12-31 25,268 $434,000 14,571
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2612 - 2024-03-31 24,118 $419,000 -3,324
   Joseph P. Lucia & Associates LLC 77 - 2023-12-31 23,720 $408,000 -2,505
   FLOW TRADERS U.S. LLC 518 *New 2023-12-31 23,555 $405,000 23,555
   M HOLDINGS SECURITIES, INC. 162 - 2023-12-31 22,704 $390,000 -3,210
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 106 - 2023-12-31 21,765 $374,000 0
   Foundations Investment Advisors LLC 494 - 2023-12-31 21,408 $366,000 -9,239
   Private Advisor Group LLC 1658 - 2023-12-31 21,163 $364,000 8,282
   TOWER RESEARCH CAPITAL LLC 1638 - 2023-12-31 21,094 $362,000 13,057
   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 71 - 2023-12-31 20,000 $346,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1313 - 2023-12-31 20,021 $344,000 -11,795
   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 178 - 2023-12-31 17,876 $306,000 -15,864
   NATIONAL ASSET MANAGEMENT, INC. 1081 - 2023-12-31 16,428 $284,000 320
   Good Life Advisors LLC 347 - 2023-12-31 16,031 $275,000 2,849
   Perigon Wealth Management LLC 687 - 2023-12-31 15,520 $267,000 0
   Walkner Condon Financial Advisors LLC 225 - 2024-03-31 15,332 $267,000 261
   MML INVESTORS SERVICES LLC 2117 - 2023-12-31 15,499 $266,000 2,423
   Slagle Financial LLC 95 - 2023-12-31 30,158 $259,000 15,208
   STIFEL FINANCIAL CORP 2910 - 2023-12-31 14,996 $258,000 -2,136
   Lifeworks Advisors LLC 176 - 2023-12-31 14,759 $254,000 0
   Buckingham Strategic Partners 369 - 2023-12-31 13,780 $237,000 1
   Cornerstone Management Inc. 46 - 2023-12-31 13,625 $234,000 13,625
   Csenge Advisory Group 591 - 2023-12-31 13,429 $231,000 168
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4721 *New 2023-12-31 13,338 $229,000 13,338
   PFG Investments LLC 849 *New 2024-03-31 12,965 $225,000 12,965
   J.W. COLE ADVISORS INC. 738 *New 2023-12-31 12,403 $213,000 12,403
   BLAIR WILLIAM & CO/IL 1392 - 2023-12-31 11,709 $201,000 -3,291
   Apollon Wealth Management LLC 1000 - 2023-12-31 11,597 $199,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 233 - 2024-03-31 10,269 $179,000 -300
   Founders Financial Alliance LLC 251 - 2023-12-31 10,373 $178,000 -20,156
   KESTRA PRIVATE WEALTH SERVICES LLC 1103 - 2023-12-31 10,388 $178,000 -2,262
   Retirement Group LLC 116 - 2023-12-31 10,261 $176,000 0
   Kingdom Financial Group LLC. 73 - 2023-12-31 10,251 $176,000 -1,233
   Ameritas Advisory Services LLC 669 *New 2023-12-31 10,254 $176,000 10,254
   Simplicity WealthLLC 1079 - 2024-03-31 10,060 $175,000 -2,100
   Mutual Advisors LLC 954 - 2023-12-31 10,128 $174,000 0
   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
   Goss Wealth Management LLC 1902 - 2023-12-31 6,262 $108,000 1,695
   Pineridge Advisors LLC - 2023-12-31 6,040 $104,000 0
   IFP Advisors Inc 1269 - 2023-12-31 5,262 $90,000 -214
   Qube Research & Technologies Ltd 2742 - 2023-12-31 5,028 $86,000 300
   US BANCORP 2443 - 2023-12-31 4,441 $76,000 1,251
   NATIONAL BANK OF CANADA /FI/ 1493 - 2023-12-31 4,087 $71,000 -1,700
   Farther Finance Advisors LLC 993 - 2023-12-31 3,290 $57,000 0
   JFS WEALTH ADVISORS, LLC 404 *New 2023-12-31 2,913 $50,000 2,913
   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
   FMR LLC 3572 - 2023-12-31 1,877 $32,000 -478
   Bogart Wealth LLC 498 - 2024-03-31 1,259 $22,000 22
   Cherry Tree Wealth Management LLC 308 - 2023-12-31 1,064 $18,000 0
   PRINCIPAL SECURITIES INC. 1991 - 2023-12-31 1,000 $17,000 0
   Tortoise Investment Management LLC 492 - 2023-12-31 1,000 $17,000 0
   Creekmur Asset Management LLC - 2023-12-31 867 $15,000 0
   AdvisorNet Financial Inc 1231 - 2024-03-31 699 $12,000 0
   HARBOUR INVESTMENTS INC. 2090 - 2023-12-31 660 $11,000 0
   Nordwand Advisors LLC 110 - 2023-12-31 655 $11,000 0
  100 Records found
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