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Get Institutions for : 
Hancock John Patriot Select Dividend Trust (DIV)  
$17.50 0.05 (0.28%) as of 4:30 Tue 5/21


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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  : 
1.22 (7.49%)  




 
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  
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            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
   CWM LLC 1255 - 2024-03-31 20,167 $351,000 0
   C2C Wealth Management LLC 57 - 2024-03-31 20,000 $348,000 0
   Lifeworks Advisors LLC 200 - 2024-03-31 14,759 $257,000 0
   Apollon Wealth Management LLC 1035 - 2024-03-31 11,597 $202,000 0
   Retirement Group LLC 122 - 2024-03-31 10,261 $178,000 0
   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
   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
   Nordwand Advisors LLC 124 - 2024-03-31 655 $11,000 0
   Sanctuary Wealth Management L.L.C. 158 - 2024-03-31 530 $9,000 0
   COLONIAL ASSET MANAGEMENT, INC. 602 - 2024-03-31 500 $9,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1441 - 2024-03-31 355 $6,000 0
   ICA Group Wealth Management LLC 995 - 2024-03-31 350 $6,000 0
   VIMA LLC 289 - 2024-03-31 208 $4,000 0
   CALDWELL SUTTER CAPITAL INC. 735 - 2024-03-31 100 $2,000 0
   SRS Capital Advisors Inc. 1137 - 2024-03-31 64 $1,000 0
   HALLMARK CAPITAL MANAGEMENT INC 299 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 7097 - 2024-03-31 0 $0 0
   Wiser Advisor Group LLC 307 - 2024-03-31 5 $0 0

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results