John Hancock Tax-Advantaged Dividend Income Fund(HTD)

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John Hancock Tax-Advantaged Dividend Income Fund(HTD)

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$25.52—

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HTD(HTD)

HTD

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 141 Institutional Holders

Holder	Shares	Date	Change	% Held
UBS Group AG	819.90K	Jun 30, 26	+43.46K	2.31%
CAPTRUST FINANCIAL ADVISORS	545.91K	Jun 30, 26	+52.91K	1.54%
MORGAN STANLEY	477.05K	Jun 30, 26	-5.25K	1.35%
LPL Financial LLC	374.65K	Jun 30, 26	+2.23K	1.06%
Invesco Ltd.	369.67K	Jun 30, 26	-100.81K	1.04%
RAYMOND JAMES FINANCIAL INC	357.83K	Jun 30, 26	+16.74K	1.01%
GUGGENHEIM CAPITAL LLC	322.63K	Jun 30, 26	-3.25K	0.91%
WELLS FARGO & COMPANY/MN	314.63K	Jun 30, 26	-229	0.89%
BANK OF AMERICA CORP /DE/	273.08K	Jun 30, 26	+10.28K	0.77%
Cetera Investment Advisers	233.07K	Jun 30, 26	+8.88K	0.66%
ROYAL BANK OF CANADA	158.72K	Jun 30, 26	-22.98K	0.45%
FIRST TRUST ADVISORS LP	156.60K	Jun 30, 26	+4.79K	0.44%
ADVISOR GROUP HOLDINGS, INC.	152.79K	Jun 30, 26	+36.22K	0.43%
STIFEL FINANCIAL CORP	128.74K	Jun 30, 26	+1.28K	0.36%
Live Oak Private Wealth LLC	102.60K	Jun 30, 26	--	0.29%
Janney Montgomery Scott LLC	88.67K	Jun 30, 26	-2.44K	0.25%
CENTRAL TRUST Co	82.51K	Jun 30, 26	-3.02K	0.23%
Sanctuary Advisors, LLC	54.15K	Jun 30, 26	+2.77K	0.15%
WELCH & FORBES LLC	50.00K	Jun 30, 26	--	0.14%
Samalin Investment Counsel, LLC	46.52K	Jun 30, 26	-1.51K	0.13%
Hennion & Walsh Asset Management, Inc.	44.00K	Jun 30, 26	+29.87K	0.12%
WILEY BROS.-AINTREE CAPITAL, LLC	40.79K	Jun 30, 26	+2.07K	0.12%
Advisors Asset Management, Inc.	36.54K	Jun 30, 26	+16.06K	0.10%
Spire Wealth Management	35.69K	Jun 30, 26	-79	0.10%
ENVESTNET ASSET MANAGEMENT INC	35.44K	Jun 30, 26	+10.35K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.43K	Jun 30, 26	+656	0.09%
Pensionmark Financial Group, LLC	30.89K	Jun 30, 26	--	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	28.72K	Jun 30, 26	-721	0.08%
First National Bank of Mount Dora, Trust Investment Services	27.80K	Jun 30, 26	--	0.08%
MRA Advisory Group	27.58K	Jun 30, 26	-43	0.08%
AMERIPRISE FINANCIAL INC	26.31K	Jun 30, 26	+1.79K	0.07%
Cerity Partners LLC	24.93K	Jun 30, 26	+24.93K	0.07%
Private Advisor Group, LLC	22.27K	Jun 30, 26	+8.35K	0.06%
Savvy Advisors, Inc.	21.54K	Jun 30, 26	-202	0.06%
Mutual Advisors, LLC	21.53K	Jun 30, 26	+250	0.06%
Cambridge Investment Research Advisors, Inc.	21.23K	Jun 30, 26	+74	0.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	19.57K	Jun 30, 26	-1.80K	0.06%
FOUNDERS FINANCIAL SECURITIES LLC	18.66K	Jun 30, 26	--	0.05%
Beacon Pointe Advisors, LLC	15.52K	Jun 30, 26	+15.52K	0.04%
Abbot Financial Management, Inc.	15.47K	Jun 30, 26	--	0.04%
MML INVESTORS SERVICES, LLC	15.20K	Jun 30, 26	+1.51K	0.04%
Steward Partners Investment Advisory, LLC	14.40K	Jun 30, 26	+500	0.04%
BENJAMIN EDWARDS INC	14.33K	Jun 30, 26	+78	0.04%
Sowell Financial Services LLC	13.22K	Jun 30, 26	+3.54K	0.04%
PFG Investments, LLC	13.20K	Jun 30, 26	--	0.04%
Mezzasalma Advisors, LLC	12.99K	Jun 30, 26	+237	0.04%
Lido Advisors, LLC	12.67K	Jun 30, 26	--	0.04%
CONNING INC.	11.15K	Jun 30, 26	--	0.03%
Geneos Wealth Management Inc.	10.95K	Jun 30, 26	+250	0.03%
B. Riley Wealth Advisors, Inc.	10.22K	Jun 30, 26	+10.22K	0.03%
Powell Investment Advisors, LLC	10.10K	Jun 30, 26	--	0.03%
MAI Capital Management	10.00K	Jun 30, 26	+10.00K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.00K	Jun 30, 26	+9.90K	0.03%
Concurrent Investment Advisors, LLC	9.98K	Jun 30, 26	--	0.03%
HighTower Advisors, LLC	9.71K	Jun 30, 26	+9.71K	0.03%
SMH CAPITAL ADVISORS INC	9.13K	Jun 30, 26	+384	0.03%
XTX Topco Ltd	9.02K	Jun 30, 26	+9.02K	0.03%
Institute for Wealth Management, LLC.	8.95K	Jun 30, 26	--	0.03%
SILVER OAK SECURITIES, INCORPORATED	8.87K	Jun 30, 26	+27	0.03%
Ausdal Financial Partners, Inc.	8.84K	Jun 30, 26	+50	0.02%
Creative Planning	8.74K	Jun 30, 26	+8.74K	0.02%
Advisory Services Network, LLC	8.66K	Jun 30, 26	--	0.02%
WealthTrust Asset Management, LLC	8.59K	Jun 30, 26	--	0.02%
Kestra Advisory Services, LLC	8.54K	Jun 30, 26	+8.54K	0.02%
NewEdge Advisors, LLC	5.25K	Jun 30, 26	--	0.01%
Allworth Financial LP	4.22K	Jun 30, 26	+30	0.01%
NBC SECURITIES, INC.	4.03K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	3.44K	Jun 30, 26	+1.01K	0.01%
FIFTH THIRD BANCORP	3.20K	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.79K	Jun 30, 26	+1.91K	0.01%
FIRST HORIZON CORP	2.47K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	2.00K	Jun 30, 26	--	0.01%
ST GERMAIN D J CO INC	1.92K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	1.67K	Jun 30, 26	+1.67K	0.00%
Oakworth Capital, Inc.	1.50K	Jun 30, 26	--	0.00%
Integrated Wealth Concepts LLC	1.30K	Jun 30, 26	+1.30K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	1.27K	Jun 30, 26	+1.27K	0.00%
North Star Investment Management Corp.	1.00K	Jun 30, 26	--	0.00%
Axiom Investment Management LLC	919	Jun 30, 26	--	0.00%
ASSETMARK, INC	682	Jun 30, 26	-540	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	600	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	500	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	500	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	300	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	282	Jun 30, 26	+3	0.00%
SRS Capital Advisors, Inc.	201	Jun 30, 26	-1.89K	0.00%
Kennebec Savings Bank	200	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	125	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	66	Jun 30, 26	+66	0.00%
JPMORGAN CHASE & CO	42	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-5	--
JONES FINANCIAL COMPANIES LLLP	--	Jun 30, 26	-2.15K	--
Argentarii, LLC	--	Jun 30, 26	-10.82K	--
Western Wealth Management, LLC	--	Jun 30, 26	-7.50K	--
WOLVERINE ASSET MANAGEMENT LLC	--	Jun 30, 26	-23.60K	--
VANGUARD ADVISERS INC	--	Jun 30, 26	-28	--
Kingsview Wealth Management, LLC	13.40K	Mar 31, 26	+198	0.04%
Sunbelt Securities, Inc.	11.61K	Mar 31, 26	+11.61K	0.03%
CWM, LLC	855	Mar 31, 26	+355	0.00%
McIlrath & Eck, LLC	500	Mar 31, 26	--	0.00%
COMERICA BANK	2.80K	Dec 31, 25	-1.30K	0.01%
REDMONT WEALTH ADVISORS LLC	2.61K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-7.50K	--
Congress Wealth Management LLC / DE /	29.73K	Jun 30, 25	+4.51K	0.08%
AVANTAX ADVISORY SERVICES, INC.	12.29K	Jun 30, 25	-303	0.03%
Fernwood Investment Management, LLC	25.21K	Dec 31, 24	-5.71K	0.07%
RE Dickinson Investment Advisors, LLC	20	Dec 31, 24	+20	0.00%
RAYMOND JAMES & ASSOCIATES	164.50K	Sep 30, 24	-257.99K	0.46%
Raymond James Financial Services Advisors, Inc.	126.11K	Sep 30, 24	+10.39K	0.36%
Platte River Wealth Advisors, LLC	27.72K	Sep 30, 24	+1.00K	0.08%
Flow State Investments, L.P.	--	Sep 30, 24	-38.22K	--
Cetera Advisor Networks LLC	173.57K	Mar 31, 24	-17.09K	0.49%
Golden Green, Inc.	48.87K	Sep 30, 23	+2.35K	0.14%
Ahrens Investment Partners LLC	10.74K	Mar 31, 23	-1.79K	0.03%
TRUSTCORE FINANCIAL SERVICES, LLC	4	Dec 31, 22	+4	0.00%
FourThought Financial, LLC	494	Sep 30, 22	+119	0.00%
Strategic Asset Management, LLC	--	Sep 30, 22	-500	--
NEXT Financial Group, Inc	1.52K	Dec 31, 21	+200	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	9.35K	Sep 30, 21	+9.35K	0.03%
SECURITY NATIONAL TRUST CO	1.20K	Sep 30, 21	--	0.00%
Jolley Asset Management, LLC	102.60K	Mar 31, 20	+200	0.29%
LADENBURG THALMANN FINANCIAL SERVICES INC.	57.24K	Dec 31, 19	+10.28K	0.16%
Advisor Group, Inc.	26.68K	Dec 31, 19	+545	0.08%
NEXT Financial Holdings	165	Mar 31, 19	+165	0.00%
FNY Managed Accounts LLC	5.30K	Mar 31, 18	+5.30K	0.01%
Commonwealth Equity Services, Inc	44.35K	Jun 30, 17	-1.30K	0.13%
FIRST FINANCIAL EQUITY CORPORATION	19.34K	Mar 31, 17	+19.34K	0.05%
MSI Financial Services Inc	1.70K	Dec 31, 16	--	0.00%
KANALY TRUST CO	1.53K	Dec 31, 16	--	0.00%
HIGH POINT BANK & TRUST CO	55	Dec 31, 16	--	0.00%
Investors Capital Advisory Services	8.08K	Jun 30, 16	+8.08K	0.02%
Gupta Wealth Management LLC	8.80K	Mar 31, 16	--	0.02%
Pinnacle Summer Investments, Inc.	201	Dec 31, 15	+201	0.00%
COHEN & STEERS CAPITAL MANAGEMENT INC	761.45K	Mar 31, 15	+761.45K	2.15%
NEW ENGLAND SECURITIES CORP /MA/	1.60K	Dec 31, 14	--	0.00%
UBS AG	681.49K	Sep 30, 14	+72.36K	1.92%
Stifel Trust Company, N.A.	600	Sep 30, 14	+600	0.00%
STIFEL NICOLAUS & CO INC \MO\	11.80K	Sep 30, 13	+11.80K	0.03%
KNIGHT CAPITAL GROUP LLC	31.06K	Jun 30, 13	+31.06K	0.09%
First Allied Securities, Inc.	1.72K	Jun 30, 12	+500	0.00%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	751.57K	Jun 30, 10	-69.58K	2.12%

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Holder

Date

Change

% Held

UBS Group AG

819.90K

Jun 30, 26

+43.46K

2.31%

CAPTRUST FINANCIAL ADVISORS

545.91K

Jun 30, 26

+52.91K

1.54%

MORGAN STANLEY

477.05K

Jun 30, 26

-5.25K

1.35%

LPL Financial LLC

374.65K

Jun 30, 26

+2.23K

1.06%

Invesco Ltd.

369.67K

Jun 30, 26

-100.81K

1.04%

RAYMOND JAMES FINANCIAL INC

357.83K

Jun 30, 26

+16.74K

1.01%

GUGGENHEIM CAPITAL LLC

322.63K

Jun 30, 26

-3.25K

0.91%

WELLS FARGO & COMPANY/MN

314.63K

Jun 30, 26

-229

0.89%

BANK OF AMERICA CORP /DE/

273.08K

Jun 30, 26

+10.28K

0.77%

Cetera Investment Advisers

233.07K

Jun 30, 26

+8.88K

0.66%

ROYAL BANK OF CANADA

158.72K

Jun 30, 26

-22.98K

0.45%

FIRST TRUST ADVISORS LP

156.60K

Jun 30, 26

+4.79K

0.44%

ADVISOR GROUP HOLDINGS, INC.

152.79K

Jun 30, 26

+36.22K

0.43%

STIFEL FINANCIAL CORP

128.74K

Jun 30, 26

+1.28K

0.36%

Live Oak Private Wealth LLC

102.60K

Jun 30, 26

0.29%

Janney Montgomery Scott LLC

88.67K

Jun 30, 26

-2.44K

0.25%

CENTRAL TRUST Co

82.51K

Jun 30, 26

-3.02K

0.23%

Sanctuary Advisors, LLC

54.15K

Jun 30, 26

+2.77K

0.15%

WELCH & FORBES LLC

50.00K

Jun 30, 26

0.14%

Samalin Investment Counsel, LLC

46.52K

Jun 30, 26

-1.51K

0.13%

Hennion & Walsh Asset Management, Inc.

44.00K

Jun 30, 26

+29.87K

0.12%

WILEY BROS.-AINTREE CAPITAL, LLC

40.79K

Jun 30, 26

+2.07K

0.12%

Advisors Asset Management, Inc.

36.54K

Jun 30, 26

+16.06K

0.10%

Spire Wealth Management

35.69K

Jun 30, 26

-79

0.10%

ENVESTNET ASSET MANAGEMENT INC

35.44K

Jun 30, 26

+10.35K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.43K

Jun 30, 26

+656

0.09%

Pensionmark Financial Group, LLC

30.89K

Jun 30, 26

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

28.72K

Jun 30, 26

-721

0.08%

First National Bank of Mount Dora, Trust Investment Services

27.80K

Jun 30, 26

0.08%

MRA Advisory Group

27.58K

Jun 30, 26

-43

0.08%

AMERIPRISE FINANCIAL INC

26.31K

Jun 30, 26

+1.79K

0.07%

Cerity Partners LLC

24.93K

Jun 30, 26

+24.93K

0.07%

Private Advisor Group, LLC

22.27K

Jun 30, 26

+8.35K

0.06%

Savvy Advisors, Inc.

21.54K

Jun 30, 26

-202

0.06%

Mutual Advisors, LLC

21.53K

Jun 30, 26

+250

0.06%

Cambridge Investment Research Advisors, Inc.

21.23K

Jun 30, 26

+74

0.06%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

19.57K

Jun 30, 26

-1.80K

0.06%

FOUNDERS FINANCIAL SECURITIES LLC

18.66K

Jun 30, 26

0.05%

Beacon Pointe Advisors, LLC

15.52K

Jun 30, 26

+15.52K

0.04%

Abbot Financial Management, Inc.

15.47K

Jun 30, 26

0.04%

MML INVESTORS SERVICES, LLC

15.20K

Jun 30, 26

+1.51K

0.04%

Steward Partners Investment Advisory, LLC

14.40K

Jun 30, 26

+500

0.04%

BENJAMIN EDWARDS INC

14.33K

Jun 30, 26

+78

0.04%

Sowell Financial Services LLC

13.22K

Jun 30, 26

+3.54K

0.04%

PFG Investments, LLC

13.20K

Jun 30, 26

0.04%

Mezzasalma Advisors, LLC

12.99K

Jun 30, 26

+237

0.04%

Lido Advisors, LLC

12.67K

Jun 30, 26

0.04%

CONNING INC.

11.15K

Jun 30, 26

0.03%

Geneos Wealth Management Inc.

10.95K

Jun 30, 26

+250

0.03%

B. Riley Wealth Advisors, Inc.

10.22K

Jun 30, 26

+10.22K

0.03%

Powell Investment Advisors, LLC

10.10K

Jun 30, 26

0.03%

MAI Capital Management

10.00K

Jun 30, 26

+10.00K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.00K

Jun 30, 26

+9.90K

0.03%

Concurrent Investment Advisors, LLC

9.98K

Jun 30, 26

0.03%

HighTower Advisors, LLC

9.71K

Jun 30, 26

+9.71K

0.03%

SMH CAPITAL ADVISORS INC

9.13K

Jun 30, 26

+384

0.03%

XTX Topco Ltd

9.02K

Jun 30, 26

+9.02K

0.03%

Institute for Wealth Management, LLC.

8.95K

Jun 30, 26

0.03%

SILVER OAK SECURITIES, INCORPORATED

8.87K

Jun 30, 26

+27

0.03%

Ausdal Financial Partners, Inc.

8.84K

Jun 30, 26

+50

0.02%

Creative Planning

8.74K

Jun 30, 26

+8.74K

0.02%

Advisory Services Network, LLC

8.66K

Jun 30, 26

0.02%

WealthTrust Asset Management, LLC

8.59K

Jun 30, 26

0.02%

Kestra Advisory Services, LLC

8.54K

Jun 30, 26

+8.54K

0.02%

NewEdge Advisors, LLC

5.25K

Jun 30, 26

0.01%

Allworth Financial LP

4.22K

Jun 30, 26

+30

0.01%

NBC SECURITIES, INC.

4.03K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

3.44K

Jun 30, 26

+1.01K

0.01%

FIFTH THIRD BANCORP

3.20K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.79K

Jun 30, 26

+1.91K

0.01%

FIRST HORIZON CORP

2.47K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

2.00K

Jun 30, 26

0.01%

ST GERMAIN D J CO INC

1.92K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

1.67K

Jun 30, 26

+1.67K

0.00%

Oakworth Capital, Inc.

1.50K

Jun 30, 26

0.00%

Integrated Wealth Concepts LLC

1.30K

Jun 30, 26

+1.30K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

1.27K

Jun 30, 26

+1.27K

0.00%

North Star Investment Management Corp.

1.00K

Jun 30, 26

0.00%

Axiom Investment Management LLC

919

Jun 30, 26

0.00%

ASSETMARK, INC

682

Jun 30, 26

-540

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

600

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

500

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

500

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

300

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

282

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

201

Jun 30, 26

-1.89K

0.00%

Kennebec Savings Bank

200

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

125

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+66

0.00%

JPMORGAN CHASE & CO

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-5

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

-2.15K

Argentarii, LLC

Jun 30, 26

-10.82K

Western Wealth Management, LLC

Jun 30, 26

-7.50K

WOLVERINE ASSET MANAGEMENT LLC

Jun 30, 26

-23.60K

VANGUARD ADVISERS INC

Jun 30, 26

-28

Kingsview Wealth Management, LLC

13.40K

Mar 31, 26

+198

0.04%

Sunbelt Securities, Inc.

11.61K

Mar 31, 26

+11.61K

0.03%

CWM, LLC

855

Mar 31, 26

+355

0.00%

McIlrath & Eck, LLC

500

Mar 31, 26

0.00%

COMERICA BANK

2.80K

Dec 31, 25

-1.30K

0.01%

REDMONT WEALTH ADVISORS LLC

2.61K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-7.50K

Congress Wealth Management LLC / DE /

29.73K

Jun 30, 25

+4.51K

0.08%

AVANTAX ADVISORY SERVICES, INC.

12.29K

Jun 30, 25

-303

0.03%

Fernwood Investment Management, LLC

25.21K

Dec 31, 24

-5.71K

0.07%

RE Dickinson Investment Advisors, LLC

Dec 31, 24

+20

0.00%

RAYMOND JAMES & ASSOCIATES

164.50K

Sep 30, 24

-257.99K

0.46%

Raymond James Financial Services Advisors, Inc.

126.11K

Sep 30, 24

+10.39K

0.36%

Platte River Wealth Advisors, LLC

27.72K

Sep 30, 24

+1.00K

0.08%

Flow State Investments, L.P.

Sep 30, 24

-38.22K

Cetera Advisor Networks LLC

173.57K

Mar 31, 24

-17.09K

0.49%

Golden Green, Inc.

48.87K

Sep 30, 23

+2.35K

0.14%

Ahrens Investment Partners LLC

10.74K

Mar 31, 23

-1.79K

0.03%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

0.00%

FourThought Financial, LLC

494

Sep 30, 22

+119

0.00%

Strategic Asset Management, LLC

Sep 30, 22

-500

NEXT Financial Group, Inc

1.52K

Dec 31, 21

+200

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

9.35K

Sep 30, 21

+9.35K

0.03%

SECURITY NATIONAL TRUST CO

1.20K

Sep 30, 21

0.00%

Jolley Asset Management, LLC

102.60K

Mar 31, 20

+200

0.29%

LADENBURG THALMANN FINANCIAL SERVICES INC.

57.24K

Dec 31, 19

+10.28K

0.16%

Advisor Group, Inc.

26.68K

Dec 31, 19

+545

0.08%

NEXT Financial Holdings

165

Mar 31, 19

+165

0.00%

FNY Managed Accounts LLC

5.30K

Mar 31, 18

+5.30K

0.01%

Commonwealth Equity Services, Inc

44.35K

Jun 30, 17

-1.30K

0.13%

FIRST FINANCIAL EQUITY CORPORATION

19.34K

Mar 31, 17

+19.34K

0.05%

MSI Financial Services Inc

1.70K

Dec 31, 16

0.00%

KANALY TRUST CO

1.53K

Dec 31, 16

0.00%

HIGH POINT BANK & TRUST CO

Dec 31, 16

0.00%

Investors Capital Advisory Services

8.08K

Jun 30, 16

+8.08K

0.02%

Gupta Wealth Management LLC

8.80K

Mar 31, 16

0.02%

Pinnacle Summer Investments, Inc.

201

Dec 31, 15

+201

0.00%

COHEN & STEERS CAPITAL MANAGEMENT INC

761.45K

Mar 31, 15

+761.45K

2.15%

NEW ENGLAND SECURITIES CORP /MA/

1.60K

Dec 31, 14

0.00%

UBS AG

681.49K

Sep 30, 14

+72.36K

1.92%

Stifel Trust Company, N.A.

600

Sep 30, 14

+600

0.00%

STIFEL NICOLAUS & CO INC \MO\

11.80K

Sep 30, 13

+11.80K

0.03%

KNIGHT CAPITAL GROUP LLC

31.06K

Jun 30, 13

+31.06K

0.09%

First Allied Securities, Inc.

1.72K

Jun 30, 12

+500

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

751.57K

Jun 30, 10

-69.58K

2.12%