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John Hancock Investors Trust (JHI) Institutional Ownership

John Hancock Investors Trust logo
$13.27 +0.08 (+0.61%)
Closing price 05/2/2025 03:56 PM Eastern
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$13.27 0.00 (0.00%)
As of 05/2/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Investors Trust (NYSE:JHI)

Current
Institutional Ownership
Percentage
27.01%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$6.06M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.17M
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Skip Chart & View Institutional Buying and Selling Data

JHI Institutional Buying and Selling by Quarter

John Hancock Investors Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Stratos Wealth Partners LTD.108,717$1.48M0.0%-2.2%1.243%
4/29/2025 Aviance Capital Partners LLC27,474$373K0.1%+23.5%0.314%
4/24/2025 Allspring Global Investments Holdings LLC30,514$414K0.0%-16.4%0.349%
4/21/2025 Riverbridge Partners LLC31,650$429K0.0%+10.8%0.362%
4/15/2025 Noble Wealth Management PBC4,224$57K0.0%+74.3%0.048%
4/14/2025 Capital Investment Advisors LLC134,100$1.82M0.0%-4.7%1.533%
4/10/2025 Hennion & Walsh Asset Management Inc.48,404$657K0.0%-6.8%0.554%
2/17/2025Bank of America Corp DE46,507$636K0.0%-50.3%0.532%
2/14/2025Quarry LP2,141$29K0.0%N/A0.024%
2/14/2025Shaker Financial Services LLC105,114$1.44M0.6%-24.1%1.203%
2/13/20251607 Capital Partners LLC536,545$7.34M0.6%+40.3%6.139%
2/13/2025NewEdge Advisors LLC38,854$532K0.0%-4.0%0.445%
2/13/2025Guggenheim Capital LLC176,545$2.42M0.0%-11.2%2.020%
2/13/2025Invesco Ltd.69,421$950K0.0%+7.0%0.794%
2/13/2025Sit Investment Associates Inc.326,964$4.47M0.1%+48.8%3.741%
2/12/2025Landscape Capital Management L.L.C.13,562$186K0.0%-48.0%0.155%
2/12/2025 Hoertkorn Richard Charles14,000$192K0.1%-17.6%0.160%
2/12/2025 Morey & Quinn Wealth Partners LLC43,527$595K0.5%N/A0.498%
2/11/2025LPL Financial LLC45,361$621K0.0%+10.2%0.519%
2/7/2025 Aviance Capital Partners LLC22,238$304K0.0%+9.3%0.254%
2/5/2025 Noble Wealth Management PBC2,424$33K0.0%N/A0.028%
1/31/2025Robinson Capital Management LLC43,700$598K0.2%+398.3%0.500%
1/29/2025 Allspring Global Investments Holdings LLC36,486$499K0.0%-64.1%0.417%
1/13/2025 Capital Investment Advisors LLC140,741$1.93M0.0%-8.0%0.000%
11/15/2024Integrated Wealth Concepts LLC28,625$402K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC10,036$138K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.26,077$367K0.0%+10.4%0.000%
11/7/2024 Aviance Capital Partners LLC20,350$286K0.0%-19.1%0.000%
10/31/2024Shaker Financial Services LLC138,470$1.95M0.7%-32.0%1.583%
10/19/2024 Allspring Global Investments Holdings LLC101,503$1.43M0.0%+1.0%1.161%
10/18/2024 Capital Investment Advisors LLC153,018$2.15M0.0%+2.0%1.750%
8/3/2024Shaker Financial Services LLC203,489$2.71M1.1%-7.6%2.328%
7/26/2024 Allspring Global Investments Holdings LLC100,488$1.34M0.0%+16.9%1.150%
7/20/2024 Hennion & Walsh Asset Management Inc.52,160$694K0.0%-1.6%0.597%
7/12/2024 Capital Investment Advisors LLC150,078$2.00M0.0%+3.4%1.717%
7/10/2024 Simplicity Wealth LLC13,351$178K0.0%N/A0.153%
4/26/2024 Riverbridge Partners LLC27,238$359K0.0%N/A0.312%
4/18/2024 Allspring Global Investments Holdings LLC85,943$1.13M0.0%+300.0%0.983%
2/13/20241607 Capital Partners LLC766,901$9.92M0.7%+47.9%8.775%
2/7/2024Shaker Financial Services LLC194,481$2.52M1.0%+29.2%2.225%
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2/6/2024 Aviance Capital Partners LLC25,688$332K0.1%-7.2%0.294%
1/5/2024 Capital Investment Advisors LLC129,883$1.68M0.0%+3.6%1.486%
11/15/20231607 Capital Partners LLC518,501$6.30M0.5%+148.0%5.933%
11/13/2023Wolverine Asset Management LLC73,172$889K0.0%+4.8%0.837%
11/8/2023Moors & Cabot Inc.10,000$122K0.0%N/A0.114%
11/7/2023 Aviance Capital Partners LLC27,669$336K0.1%N/A0.317%
11/2/2023Shaker Financial Services LLC150,554$1.83M0.9%+3.9%1.722%
10/27/2023 Hennion & Walsh Asset Management Inc.53,519$650K0.0%+19.6%0.612%
10/24/2023 Stratos Wealth Partners LTD.109,808$1.33M0.0%-16.5%1.256%
10/16/2023 Capital Investment Advisors LLC125,337$1.52M0.0%+24.1%1.433%
8/11/2023Guggenheim Capital LLC48,044$607K0.0%-4.7%0.550%
8/7/2023Wolverine Asset Management LLC69,835$883K0.0%+20.8%0.799%
8/7/2023Shaker Financial Services LLC144,945$1.83M0.8%+5.0%1.657%
7/18/2023 Stratos Wealth Partners LTD.131,531$1.66M0.0%+0.8%1.504%
7/11/2023 Capital Investment Advisors LLC100,961$1.28M0.0%+30.3%1.155%
5/11/2023Guggenheim Capital LLC50,412$640K0.0%-36.4%0.577%
5/8/2023Shaker Financial Services LLC138,083$1.75M0.8%+140.1%1.580%
5/8/2023Wolverine Asset Management LLC57,811$734K0.0%+74.5%0.661%
4/27/2023 Stratos Wealth Partners LTD.130,434$1.66M0.0%-3.7%1.492%
4/14/2023Raymond James Financial Services Advisors Inc.16,142$205K0.0%+27.9%0.185%
4/13/2023 Allspring Global Investments Holdings LLC21,485$273K0.0%N/A0.246%
4/10/2023 Capital Investment Advisors LLC77,503$984K0.0%+15.6%0.887%
2/3/2023Shaker Financial Services LLC57,505$721K0.3%N/A0.658%
2/1/2023Wolverine Asset Management LLC33,137$416K0.0%-19.4%0.379%
1/5/2023 Capital Investment Advisors LLC67,033$841K0.0%+16.1%0.767%
11/14/2022Guggenheim Capital LLC119,380$1.44M0.0%-19.2%1.369%
11/10/2022Wolverine Asset Management LLC41,107$495K0.0%N/A0.471%
11/1/2022 Hoertkorn Richard Charles17,200$207K0.1%+13.2%0.197%
10/31/2022Avion Wealth5,011$60K0.0%N/A0.057%
10/24/2022 Stratos Wealth Partners LTD.69,050$833K0.0%+23.4%0.792%
10/5/2022 Capital Investment Advisors LLC57,717$696K0.0%+31.8%0.662%
8/13/2022NewEdge Advisors LLC50,151$661K0.0%+2.8%0.575%
7/22/2022 Stratos Wealth Partners LTD.55,945$737K0.0%-7.7%0.642%
7/6/2022 Capital Investment Advisors LLC43,781$577K0.0%+30.3%0.502%
5/4/2022Advisor Group Holdings Inc.103,603$1.74M0.0%-1.2%1.188%
5/2/2022 Hoertkorn Richard Charles15,200$255K0.1%-11.6%0.174%
4/29/2022Financial Connections Group Inc.2,400$40K0.0%N/A0.028%
4/26/2022 Stratos Wealth Partners LTD.60,597$1.02M0.0%-34.4%0.695%
4/13/2022 Capital Investment Advisors LLC33,591$564K0.0%-5.9%0.385%
2/14/2022Guggenheim Capital LLC208,627$4.04M0.0%+5.5%2.393%
2/8/2022Raymond James Financial Services Advisors Inc.12,623$244K0.0%+9.5%0.145%
2/3/2022Advisor Group Holdings Inc.104,891$2.03M0.0%+4.6%1.203%
1/14/2022 Stratos Wealth Partners LTD.92,322$1.79M0.0%+3.4%1.059%
11/15/2021Guggenheim Capital LLC197,844$3.69M0.0%+7.4%2.272%
11/15/2021Cohen & Steers Inc.68,927$1.29M0.0%+25.8%0.792%
11/12/2021 Hennion & Walsh Asset Management Inc.60,989$1.14M0.1%-1.6%0.700%
11/5/2021Advisor Group Holdings Inc.100,279$1.87M0.0%+20.2%1.152%
11/2/2021Shaker Financial Services LLC13,302$248K0.1%-18.9%0.153%
10/19/2021Kestra Advisory Services LLC14,048$262K0.0%N/A0.161%
10/19/2021 Stratos Wealth Partners LTD.89,280$1.67M0.0%+5.1%1.025%
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The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
8/16/2021Bank of America Corp DE60,714$1.14M0.0%-15.6%0.697%
8/16/20211607 Capital Partners LLC744,226$14.02M0.7%-13.6%8.547%
8/13/2021Stifel Financial Corp83,785$1.58M0.0%-2.0%0.962%
8/10/2021Mid Atlantic Financial Management Inc. ADV55,500$1.05M0.1%+8.9%0.637%
8/4/2021Shaker Financial Services LLC16,411$309K0.1%-48.3%0.188%
8/2/2021Advisor Group Holdings Inc.83,457$1.57M0.0%+24.9%0.959%
7/19/2021 Stratos Wealth Partners LTD.84,917$1.60M0.0%-6.5%0.975%
5/18/20211607 Capital Partners LLC861,826$15.50M0.7%+1.9%9.898%
5/18/2021Morgan Stanley37,702$678K0.0%+32.4%0.433%
5/17/2021Royal Bank of Canada7,180$130K0.0%-10.9%0.082%
(Data available from 1/1/2016 forward)

JHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JHI shares?

During the previous two years, 25 institutional investors and hedge funds held shares of John Hancock Investors Trust. The most heavily invested institutionals were 1607 Capital Partners LLC ($7.34M), Sit Investment Associates Inc. ($4.47M), Guggenheim Capital LLC ($2.42M), Capital Investment Advisors LLC ($1.82M), Stratos Wealth Partners LTD. ($1.48M), Shaker Financial Services LLC ($1.44M), and Invesco Ltd. ($950K).Learn more on JHI's institutional investors.

What percentage of John Hancock Investors Trust stock is owned by institutional investors?

27.01% of John Hancock Investors Trust stock is owned by institutional investors. Learn more on JHI's institutional investor holdings.

Which institutional investors have been buying John Hancock Investors Trust stock?

Of the 21 institutional investors that purchased John Hancock Investors Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: 1607 Capital Partners LLC ($711.98K), Shaker Financial Services LLC ($136.98K), Sit Investment Associates Inc. ($107.18K), Allspring Global Investments Holdings LLC ($80.02K), Capital Investment Advisors LLC ($60.28K), Morey & Quinn Wealth Partners LLC ($43.53K), and Wolverine Asset Management LLC ($40.04K).

How much institutional buying is happening at John Hancock Investors Trust?

Institutional investors have bought a total of 1,369,522 shares in the last 24 months. This purchase volume represents approximately $17.73M in transactions.

Which John Hancock Investors Trust major shareholders have been selling company stock?

Of the 11 institutional investors that sold John Hancock Investors Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($115.11K), Allspring Global Investments Holdings LLC ($70.99K), Guggenheim Capital LLC ($53.64K), Bank of America Corp DE ($47.16K), Stratos Wealth Partners LTD. ($24.19K), Capital Investment Advisors LLC ($18.92K), and Landscape Capital Management L.L.C. ($12.52K).

How much institutional selling is happening at John Hancock Investors Trust?

Institutional investors have sold a total of 358,304 shares in the last 24 months. This volume of shares sold represents approximately $4.85M in transactions.


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This page (NYSE:JHI) was last updated on 5/4/2025 by MarketBeat.com Staff
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