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John Hancock Investors Trust (JHI) Institutional Ownership

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$13.90 -0.01 (-0.04%)
As of 03/7/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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)
$7.14M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.91M
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JHI Institutional Buying and Selling by Quarter

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John Hancock Investors Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Bank of America Corp DE46,507$636K0.0%-50.3%0.532%
2/14/2025 Quarry LP2,141$29K0.0%N/A0.024%
2/14/2025 Shaker Financial Services LLC105,114$1.44M0.6%-24.1%1.203%
2/13/2025 1607 Capital Partners LLC536,545$7.34M0.6%+40.3%6.139%
2/13/2025 NewEdge Advisors LLC38,854$532K0.0%-4.0%0.445%
2/13/2025 Guggenheim Capital LLC176,545$2.42M0.0%-11.2%2.020%
2/13/2025 Invesco Ltd.69,421$950K0.0%+7.0%0.794%
2/13/2025 Sit Investment Associates Inc.326,964$4.47M0.1%+48.8%3.741%
2/12/2025 Landscape 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%
2/11/2025 LPL 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%
1/31/2025 Robinson 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%
11/15/2024 Integrated Wealth Concepts LLC28,625$402K0.0%N/A0.000%
11/15/2024 HighTower Advisors LLC10,036$138K0.0%N/A0.000%
11/9/2024 Landscape 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%
10/31/2024 Shaker 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%
8/3/2024 Shaker 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%
2/13/2024 1607 Capital Partners LLC766,901$9.92M0.7%+47.9%8.775%
2/7/2024 Shaker 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%
11/15/2023 1607 Capital Partners LLC518,501$6.30M0.5%+148.0%5.933%
11/13/2023 Wolverine 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%
11/2/2023 Shaker Financial Services LLC150,554$1.83M0.9%+3.9%1.722%
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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%
8/11/2023 Guggenheim Capital LLC48,044$607K0.0%-4.7%0.550%
8/7/2023 Wolverine Asset Management LLC69,835$883K0.0%+20.8%0.799%
8/7/2023 Shaker 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%
5/11/2023 Guggenheim Capital LLC50,412$640K0.0%-36.4%0.577%
5/8/2023 Shaker Financial Services LLC138,083$1.75M0.8%+140.1%1.580%
5/8/2023 Wolverine 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%
2/3/2023 Shaker Financial Services LLC57,505$721K0.3%N/A0.658%
2/1/2023 Wolverine Asset Management LLC33,137$416K0.0%-19.4%0.379%
1/5/2023 Capital Investment Advisors LLC67,033$841K0.0%+16.1%0.767%
11/14/2022 Guggenheim Capital LLC119,380$1.44M0.0%-19.2%1.369%
11/10/2022 Wolverine 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%
8/13/2022 NewEdge 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%
5/4/2022 Advisor 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%
4/29/2022 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%
2/14/2022 Guggenheim 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%
2/3/2022 Advisor 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%
11/15/2021 Guggenheim Capital LLC197,844$3.69M0.0%+7.4%2.272%
11/15/2021 Cohen & 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%
11/5/2021 Advisor Group Holdings Inc.100,279$1.87M0.0%+20.2%1.152%
11/2/2021 Shaker Financial Services LLC13,302$248K0.1%-18.9%0.153%
10/19/2021 Kestra 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%
8/16/2021 Bank of America Corp DE60,714$1.14M0.0%-15.6%0.697%
8/16/2021 1607 Capital Partners LLC744,226$14.02M0.7%-13.6%8.547%
8/13/2021 Stifel 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%
8/4/2021 Shaker Financial Services LLC16,411$309K0.1%-48.3%0.188%
8/2/2021 Advisor 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%
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5/18/2021 1607 Capital Partners LLC861,826$15.50M0.7%+1.9%9.898%
5/18/2021 Morgan Stanley37,702$678K0.0%+32.4%0.433%
5/17/2021 Royal 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%
5/13/2021 Guggenheim Capital LLC153,054$2.75M0.0%-9.8%1.758%
5/12/2021 UBS 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%
2/16/2021 Guggenheim Capital LLC169,662$2.93M0.0%-0.8%1.949%
(Data available from 1/1/2016 forward)

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JHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JHI shares?

During the previous two years, 26 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 ($1.93M), Shaker Financial Services LLC ($1.44M), Stratos Wealth Partners LTD. ($1.33M), 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 22 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 ($101.50K), Capital Investment Advisors LLC ($70.75K), 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 1,394,870 shares in the last 24 months. This purchase volume represents approximately $18.04M 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 ($65.02K), Guggenheim Capital LLC ($53.64K), Bank of America Corp DE ($47.16K), Stratos Wealth Partners LTD. ($26.75K), Landscape Capital Management L.L.C. ($12.52K), and Capital Investment Advisors LLC ($12.28K).

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

Institutional investors have sold a total of 344,702 shares in the last 24 months. This volume of shares sold represents approximately $4.66M in transactions.



This page (NYSE:JHI) was last updated on 3/10/2025 by MarketBeat.com Staff
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