John Hancock Investors Trust (JHI) Institutional Ownership

$13.65
-0.08 (-0.58%)
(As of 05/9/2024 ET)

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)
10
Total
Institutional Inflows
(last 12 months)
$10.33M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$686.43K
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JHI Institutional Buying and Selling by Quarter

John Hancock Investors Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
11/8/2023 Moors & 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%
4/14/2023 Raymond 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%
10/31/2022 Avion 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%
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4/29/2022 Financial 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%
2/8/2022 Raymond 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%
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%
5/17/2021 Hennion & Walsh Asset Management Inc.62,300$1.12M0.1%N/A0.716%
5/13/2021Guggenheim Capital LLC153,054$2.75M0.0%-9.8%1.758%
5/12/2021UBS Group AG21,735$391K0.0%-13.0%0.250%
5/11/2021Mid Atlantic Financial Management Inc. ADV50,980$917K0.1%+17.4%0.586%
5/7/2021 Sowell Financial Services LLC6,400$119K0.0%N/A0.074%
4/27/2021 Capital Investment Advisors LLC37,573$676K0.0%-2.8%0.432%
2/16/2021Guggenheim Capital LLC169,662$2.93M0.0%-0.8%1.949%
2/12/2021Stifel Financial Corp85,252$1.47M0.0%-3.4%0.979%
2/12/2021 Raymond James Financial Services Advisors Inc.10,573$183K0.0%N/A0.121%
2/12/2021LPL Financial LLC21,404$370K0.0%+25.2%0.246%
2/10/2021Mid Atlantic Financial Management Inc. ADV43,430$750K0.1%+6.9%0.499%
2/3/2021Shaker Financial Services LLC40,556$700K0.3%+43.1%0.466%
1/21/2021 Capital Investment Advisors LLC38,656$668K0.0%+2.9%0.444%
1/20/2021Kestra Advisory Services LLC14,016$243K0.0%N/A0.161%
11/13/2020Morgan Stanley15,065$238K0.0%-13.0%0.000%
11/13/2020Guggenheim Capital LLC171,016$2.71M0.0%+4.9%0.000%
11/13/2020Shepherd Kaplan Krochuk LLC16,620$263K0.1%N/A0.000%
11/9/2020Shaker Financial Services LLC28,338$449K0.2%-64.4%0.000%
10/29/2020 Stratos Wealth Partners LTD.90,854$1.44M0.0%-37.5%0.000%
10/29/2020 Capital Investment Advisors LLC37,572$595K0.0%+8.7%0.000%
10/20/2020Robinson Capital Management LLC20,299$321K0.2%-48.3%0.000%
10/9/2020 Hoertkorn Richard Charles17,325$274K0.2%+13.1%0.199%
8/17/2020 Private Advisor Group LLC2,500$39K0.0%N/A0.029%
8/14/2020Bank of America Corp DE59,606$925K0.0%-11.9%0.684%
8/14/2020Stifel Financial Corp91,039$1.41M0.0%+1.6%1.045%
8/14/2020Advisor Group Holdings Inc.11,883$184K0.0%-32.6%0.136%
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8/6/2020Shaker Financial Services LLC79,571$1.23M0.7%-39.3%0.914%
7/31/2020 Flagship Harbor Advisors LLC6,030$93K0.0%-14.2%0.069%
7/31/2020UBS Group AG22,735$353K0.0%-22.2%0.261%
7/28/2020 Stratos Wealth Partners LTD.145,419$2.26M0.1%-19.7%1.670%
7/27/2020 Hoertkorn Richard Charles15,325$238K0.2%+15.0%0.176%
7/22/2020Robinson Capital Management LLC39,285$614K0.2%-3.6%0.451%
6/16/2020Royal Bank of Canada10,185$128K0.0%+36.1%0.117%
6/2/2020Guggenheim Capital LLC165,131$2.08M0.0%+4.0%1.897%
5/18/2020Saba Capital Management L.P.39,621$498K0.0%N/A0.455%
5/18/2020Advisor Group Holdings Inc.17,630$222K0.0%N/A0.202%
(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, 15 institutional investors and hedge funds held shares of John Hancock Investors Trust. The most heavily invested institutionals were 1607 Capital Partners LLC ($9.92M), Shaker Financial Services LLC ($2.52M), Capital Investment Advisors LLC ($1.68M), Stratos Wealth Partners LTD. ($1.33M), Allspring Global Investments Holdings LLC ($1.13M), Wolverine Asset Management LLC ($889K), and NewEdge Advisors LLC ($661K).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 14 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 ($557.80K), Shaker Financial Services LLC ($194.48K), Capital Investment Advisors LLC ($96.29K), Allspring Global Investments Holdings LLC ($85.94K), Wolverine Asset Management LLC ($81.14K), Aviance Capital Partners LLC ($27.67K), and Riverbridge Partners LLC ($27.24K).

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

Institutional investors have bought a total of 1,115,448 shares in the last 24 months. This purchase volume represents approximately $14.01M in transactions.

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

The following institutional investors have sold John Hancock Investors Trust stock in the last 24 months: Guggenheim Capital LLC ($59.65K), Stratos Wealth Partners LTD. ($31.40K), Wolverine Asset Management LLC ($7.97K), and Aviance Capital Partners LLC ($1.98K).

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

Institutional investors have sold a total of 100,997 shares in the last 24 months. This volume of shares sold represents approximately $1.25M in transactions.


This page (NYSE:JHI) was last updated on 5/10/2024 by MarketBeat.com Staff

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