Security key
410142103
- Type / Class
- Equity / Common
- Shares outstanding
- 8,745,324
- Total 13F shares
- 847,614
- Share change
- -346,814
- Total reported value
- $14,236,680
- Price per share
- $16.80
- Number of holders
- 27
- Value change
- -$5,927,281
- Number of buys
- 7
- Number of sells
- 14
Report period
Q1 2022
Institutions
27
Top holders
10
JHI full security history
Newer quarter: Q2 2022
Previous quarter: Q4 2021
JOHN HANCOCK INVESTORS TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 410142103
Recent filing periods:
Top shareholders of JHI - JOHN HANCOCK INVESTORS TRUST - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2.4%
|
208,627
|
$4,037,000 | — | 31 Dec 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.9%
|
168,775
|
$3,265,000 | — | 31 Dec 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
1.2%
|
104,891
|
$2,030,000 | — | 31 Dec 2021 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
1.1%
|
92,322
|
$1,786,000 | — | 31 Dec 2021 | |
| UBS Group AG |
13F
|
Company |
1%
|
87,809
|
$1,699,000 | — | 31 Dec 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.9%
|
79,101
|
$1,531,000 | — | 31 Dec 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.84%
|
73,228
|
$1,417,000 | — | 31 Dec 2021 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.79%
|
68,927
|
$1,334,000 | — | 31 Dec 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.66%
|
57,739
|
$1,117,000 | — | 31 Dec 2021 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.53%
|
46,037
|
$891,000 | — | 31 Dec 2021 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.41%
|
35,692
|
$691,000 | — | 31 Dec 2021 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
0.39%
|
33,813
|
$654,000 | — | 31 Dec 2021 | |
| Invesco Ltd. |
13F
|
Company |
0.36%
|
31,764
|
$615,000 | — | 31 Dec 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.26%
|
23,175
|
$448,000 | — | 31 Dec 2021 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.24%
|
20,695
|
$400,000 | — | 31 Dec 2021 | |
| Richard Charles Hoertkorn |
13F
|
Individual |
0.2%
|
17,200
|
$333,000 | — | 31 Dec 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.14%
|
12,623
|
$244,000 | — | 31 Dec 2021 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.12%
|
10,116
|
$196,000 | — | 31 Dec 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.09%
|
8,276
|
$160,000 | — | 31 Dec 2021 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.07%
|
6,000
|
$116,000 | — | 31 Dec 2021 | |
| Gould Capital, LLC |
13F
|
Company |
0.03%
|
2,800
|
$54,000 | — | 31 Dec 2021 | |
| Vectors Research Management, LLC |
13F
|
Company |
0.01%
|
1,216
|
$24,000 | — | 31 Dec 2021 | |
| HOEY INVESTMENTS, INC |
13F
|
Company |
0.01%
|
856
|
$17,000 | — | 31 Dec 2021 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
850
|
$16,000 | — | 31 Dec 2021 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
216
|
$4,000 | — | 31 Dec 2021 | |
| PSI Advisors, LLC |
13F
|
Company |
0%
|
130
|
$3,000 | — | 31 Dec 2021 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0%
|
100
|
$1,935 | — | 31 Dec 2021 | |
| Mascoma Wealth Management LLC |
13F
|
Company |
0%
|
50
|
$1,000 | — | 31 Dec 2021 | |
| Tyler-Stone Wealth Management |
13F
|
Company |
0%
|
34
|
$1,000 | — | 31 Dec 2021 |
Institutional Holders of JOHN HANCOCK INVESTORS TRUST - Common (JHI) as of Q1 2022
As of 31 Mar 2022,
JOHN HANCOCK INVESTORS TRUST - Common (JHI) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
847,614 shares.
The largest 10 holders included
GUGGENHEIM CAPITAL LLC, ADVISOR GROUP HOLDINGS, INC., AMERIPRISE FINANCIAL INC, MORGAN STANLEY, Stratos Wealth Partners, LTD., BANK OF AMERICA CORP /DE/, NewEdge Advisors, LLC, Invesco Ltd., UBS Group AG, and PHILADELPHIA TRUST CO.
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
28
Q1 2022 holders
27
Holder diff
-1
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.