Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i John Hancock Tax-Advantaged Dividend Income Fund, omfatter 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., og Farther Finance Advisors, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
