John Hancock Tax Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALMITAS CAPITAL LLC | 05/14/2024 | 538.82 K | $2.82 M | 230.31% | 4.93% |
| 1607 CAPITAL PARTNERS, LLC | 05/13/2024 | 312.90 K | $1.64 M | 0.32% | 2.87% |
| SIT INVESTMENT ASSOCIATES INC | 05/14/2024 | 294.65 K | $1.54 M | 198.74% | 2.70% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/31/2025 | 287.33 K | $1.50 M | 100.00% | 2.63% |
| MORGAN STANLEY | 10/17/2024 | 99.12 K | $518.88 K | 45.73% | 0.91% |
| ADVISOR GROUP HOLDINGS, INC. | 05/10/2024 | 93.00 K | $487.03 K | 3.92% | 0.85% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2024 | 82.10 K | $429.80 K | 100.00% | 0.75% |
| LPL FINANCIAL LLC | 05/10/2024 | 77.90 K | $407.79 K | -47.55% | 0.71% |
| UBS GROUP AG | 05/13/2024 | 77.26 K | $404.45 K | -1.92% | 0.71% |
| HARBOUR INVESTMENTS, INC. | 07/22/2024 | 67.81 K | $354.97 K | 13.84% | 0.62% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2024 | 65.41 K | $342.74 K | 0.00% | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/29/2024 | 38.77 K | $203.00 K | 100.00% | 0.35% |
| NWF ADVISORY SERVICES INC. | 10/06/2025 | 37.30 K | $195.27 K | 0.00% | 0.34% |
| GUGGENHEIM CAPITAL LLC | 05/14/2024 | 33.15 K | $173.70 K | -47.33% | 0.30% |
| WELLS FARGO & COMPANY/MN | 05/10/2024 | 28.92 K | $151.37 K | -6.48% | 0.26% |
| CETERA INVESTMENT ADVISERS | 05/24/2024 | 26.90 K | $140.82 K | 100.00% | 0.25% |
| ALPHAMARK ADVISORS, LLC | 04/18/2024 | 24.25 K | $127.00 K | 0.00% | 0.22% |
| CETERA ADVISOR NETWORKS LLC | 05/15/2024 | 24.10 K | $126.16 K | 6.17% | 0.22% |
| AVANTAX ADVISORY SERVICES, INC. | 05/08/2024 | 19.91 K | $104.24 K | 5.08% | 0.18% |
| EPOCH INVESTMENT PARTNERS, INC. | 05/14/2024 | 19.58 K | $102.49 K | -70.40% | 0.18% |
| ATOMI FINANCIAL GROUP, INC. | 05/07/2024 | 17.10 K | $89.51 K | 2.91% | 0.16% |
| NEWEDGE ADVISORS, LLC | 05/14/2024 | 14.90 K | $78.00 K | 0.00% | 0.14% |
| ATRIA WEALTH SOLUTIONS, INC. | 05/13/2024 | 10.49 K | $54.90 K | 0.00% | 0.10% |
| SAMALIN INVESTMENT COUNSEL, LLC | 05/13/2024 | 10.37 K | $54.29 K | 3.09% | 0.10% |
| CORNERSTONE ADVISORS, LLC | 05/10/2024 | 9.73 K | $50.95 K | -84.28% | 0.09% |
| CIBC PRIVATE WEALTH GROUP, LLC | 05/10/2024 | 7.50 K | $39.15 K | 100.00% | 0.07% |
| PRIVATE TRUST CO NA | 04/24/2024 | 3.00 K | $15.71 K | 0.00% | 0.03% |
| PATHWAY FINANCIAL ADVISERS, LLC | 05/29/2024 | 2.88 K | $15.07 K | 0.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/15/2024 | 280 | $1.47 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/10/2024 | 0 | $0 | -100.00% | 0.00% |
| CLOUGH CAPITAL PARTNERS L P | 05/15/2024 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/09/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/06/2024 | 0 | $0 | -100.00% | 0.00% |
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John Hancock Tax institutional Ownership - FAQ's
During the previous two years, 13 institutional investors and hedge funds held shares of John Hancock Tax. The most heavily invested institutionals were:
Cetera Advisor Networks LLC: 24,100
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV: 68,700
Advisor Group, Inc.: 6,700
NEXT Financial Holdings: 430
NATIONAL PLANNING CORP: 0
Commonwealth Equity Services, Inc: 61,412
21.29% of John Hancock Tax stock is owned by institutional investors.
Institutional investors have bought a total of 222.42 K shares in the last 24 months. This purchase volume represents approximately $220.19 K in transactions.