Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans John Hancock Tax-Advantaged Dividend Income Fund comprennent 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., et Farther Finance Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
