Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di John Hancock Tax-Advantaged Dividend Income Fund meliputi Newbridge Financial Services Group, Inc., Presper Financial Architects, LLC, Wiley Bros.-aintree Capital, Llc, Fortis Group Advisors, LLC, Avalon Trust Co, Evolution Wealth Management Inc., dan Farther Finance Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 10,292 | 241 | ||||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 27,574 | 1 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 150 | 4 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,868 | 1.40 | 301 | -0.99 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,098 | 4.86 | 1,432 | 2.88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,802 | 0.54 | 393 | -1.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,303 | 1.19 | 54 | 3.92 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 120,175 | 2.28 | 2,811 | -0.04 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 23,443 | 548 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,500 | 1.69 | 175 | -0.57 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 8,036 | 188 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 42,329 | 0.35 | 1,011 | 0.10 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 96,535 | 2,258 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 46,577 | 1.38 | 1 | 0.00 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 2,612 | 63 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,700 | 100.00 | 274 | 96.40 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 897 | 21 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 84,010 | 31.41 | 2 | 0.00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 670 | 16 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 12,039 | 1.82 | 282 | -0.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166,155 | 29.95 | 3,887 | 27.03 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 25,404 | 22.09 | 594 | 19.52 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 29,728 | 17.87 | 695 | 15.26 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 27,100 | 11.71 | 634 | 9.14 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 545,627 | 5.18 | 12,762 | 2.81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,958 | 6,724.14 | 93 | 9,100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 522 | 12 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,090 | 3.51 | 517 | 1.18 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 26,741 | 625 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 395,174 | 0.04 | 9,243 | -2.21 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14,960 | 24.12 | 350 | 21.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 311,297 | 4.25 | 7,281 | 1.90 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 163,056 | 2.19 | 3,814 | -0.13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,717 | 414 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 24,362 | 1.60 | 589 | 8.47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 9,090 | 221 |
