JHI
John Hancock Investors Trust
1W: -0.7%
1M: -5.3%
3M: -8.8%
YTD: -10.8%
1Y: -10.7%
3Y: +20.3%
5Y: -8.6%
$12.18
-0.07 (-0.57%)
Weekly Expected Move ±1.4%
$12
$12
$12
$12
$13
Institutional Ownership — JHI
39
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
4
New Positions
10
Increased
13
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 781,653 | 10M | +157,281 | +25.2% | 11Q | SEC ↗ |
| 2 | 1607 Capital Partners, LLC | 350,331 | 4M | -164,611 | -32.0% | 14Q | SEC ↗ |
| 3 | Advisors Asset Management, Inc. | 231,613 | 3M | +27,798 | +13.6% | 3Q | SEC ↗ |
| 4 | GUGGENHEIM CAPITAL LLC | 157,801 | 2M | +1,410 | +0.9% | 64Q | SEC ↗ |
| 5 | MORGAN STANLEY | 137,100 | 2M | -1,965 | -1.4% | 60Q | SEC ↗ |
| 6 | Shaker Financial Services, LLC | 131,272 | 2M | +9,694 | +8.0% | 15Q | SEC ↗ |
| 7 | Invesco Ltd. | 127,281 | 2M | -2,766 | -2.1% | 20Q | SEC ↗ |
| 8 | Capital Investment Advisors, LLC | 121,797 | 1M | -1,359 | -1.1% | 41Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 104,254 | 1M | +48,332 | +86.4% | 26Q | SEC ↗ |
| 10 | LPL Financial LLC | 95,077 | 1M | -4,787 | -4.8% | 61Q | SEC ↗ |
| 11 | Integrated Wealth Concepts LLC | 73,973 | 901K | -118 | -0.2% | 8Q | SEC ↗ |
| 12 | RIVERBRIDGE PARTNERS LLC | 49,133 | 598K | +1,370 | +2.9% | 10Q | SEC ↗ |
| 13 | Stratos Wealth Partners, LTD. | 45,953 | 560K | +199 | +0.4% | 43Q | SEC ↗ |
| 14 | Morey & Quinn Wealth Partners, LLC | 41,477 | 505K | — | +0.0% | 7Q | SEC ↗ |
| 15 | Aviance Capital Partners, LLC | 36,714 | 447K | +870 | +2.4% | 12Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 32,554 | 397K | -2,300 | -6.6% | 19Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 30,745 | 374K | -2,800 | -8.3% | 15Q | SEC ↗ |
| 18 | ROBINSON CAPITAL MANAGEMENT, LLC | 28,109 | 342K | — | +0.0% | 3Q | SEC ↗ |
| 19 | COHEN & STEERS, INC. | 23,927 | 291K | — | +0.0% | 26Q | SEC ↗ |
| 20 | PHILADELPHIA TRUST CO | 23,713 | 289K | -7,100 | -23.0% | 40Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 23,618 | 288K | -380 | -1.6% | 9Q | SEC ↗ |
| 22 | World Investment Advisors | 23,191 | 282K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Noble Wealth Management PBC | 18,850 | 230K | -2,600 | -12.1% | 4Q | SEC ↗ |
| 24 | INVICTUS PRIVATE WEALTH, LLC NEW | 18,029 | 220K | — | +0.0% | 1Q | SEC ↗ |
| 25 | HOERTKORN RICHARD CHARLES | 14,000 | 171K | — | +0.0% | 51Q | SEC ↗ |
| 26 | WOLVERINE ASSET MANAGEMENT LLC | 13,613 | 166K | +11,801 | +651.3% | 2Q | SEC ↗ |
| 27 | UBS Group AG | 13,190 | 161K | — | +0.0% | 47Q | SEC ↗ |
| 28 | Logan Stone Capital, LLC NEW | 11,969 | 146K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Hennion & Walsh Asset Management, Inc. | 10,321 | 126K | -10 | -0.1% | 2Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 10,027 | 122K | — | +0.0% | 5Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 9,931 | 121K | +4,399 | +79.5% | 101Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 7,191 | 88K | — | +0.0% | 67Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5,049 | 61K | — | +0.0% | 1Q | SEC ↗ |
| 34 | IFP Advisors, Inc NEW | 2,409 | 29K | — | +0.0% | 1Q | SEC ↗ |
| 35 | SHP Wealth Management | 1,007 | 12K | — | +0.0% | 3Q | SEC ↗ |
| 36 | HIGHLINE WEALTH PARTNERS LLC | 300 | 4K | — | +0.0% | 4Q | SEC ↗ |
| 37 | HOEY INVESTMENTS, INC | 222 | 3K | — | +0.0% | 27Q | SEC ↗ |
| 38 | Smartleaf Asset Management LLC | 26 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 39 | FLAGSHIP HARBOR ADVISORS, LLC | 0 | 0K | -550 | -100.0% | 1Q | SEC ↗ |
| 40 | Advisory Services Network, LLC | 0 | 0K | -621 | -100.0% | 1Q | SEC ↗ |
| 41 | Mascoma Wealth Management LLC | 0 | 0K | -50 | -100.0% | 18Q | SEC ↗ |
| 42 | PNC Financial Services Group, Inc. | 0 | 0K | -148 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| INVICTUS PRIVATE WEALTH, LLC | 18,029 | 220K |
| Logan Stone Capital, LLC | 11,969 | 146K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,049 | 61K |
| IFP Advisors, Inc | 2,409 | 29K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 621 | 8K |
| FLAGSHIP HARBOR ADVISORS, LLC | 550 | 7K |
| PNC Financial Services Group, Inc. | 148 | 2K |
| Mascoma Wealth Management LLC | 50 | 1K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +157,281 | +25.2% | 781,653 |
| OSAIC HOLDINGS, INC. | +48,332 | +86.4% | 104,254 |
| Advisors Asset Management, Inc. | +27,798 | +13.6% | 231,613 |
| WOLVERINE ASSET MANAGEMENT LLC | +11,801 | +651.3% | 13,613 |
| Shaker Financial Services, LLC | +9,694 | +8.0% | 131,272 |
| WELLS FARGO & COMPANY/MN | +4,399 | +79.5% | 9,931 |
| GUGGENHEIM CAPITAL LLC | +1,410 | +0.9% | 157,801 |
| RIVERBRIDGE PARTNERS LLC | +1,370 | +2.9% | 49,133 |
| Aviance Capital Partners, LLC | +870 | +2.4% | 36,714 |
| Stratos Wealth Partners, LTD. | +199 | +0.4% | 45,953 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | -164,611 | -32.0% | 350,331 |
| PHILADELPHIA TRUST CO | -7,100 | -23.0% | 23,713 |
| LPL Financial LLC | -4,787 | -4.8% | 95,077 |
| BANK OF AMERICA CORP /DE | -2,800 | -8.3% | 30,745 |
| Invesco Ltd. | -2,766 | -2.1% | 127,281 |
| Noble Wealth Management PBC | -2,600 | -12.1% | 18,850 |
| NewEdge Advisors, LLC | -2,300 | -6.6% | 32,554 |
| MORGAN STANLEY | -1,965 | -1.4% | 137,100 |
| Capital Investment Advisors, LLC | -1,359 | -1.1% | 121,797 |
| AMERIPRISE FINANCIAL INC | -380 | -1.6% | 23,618 |
| Integrated Wealth Concepts LLC | -118 | -0.2% | 73,973 |
| Hennion & Walsh Asset Management, I | -10 | -0.1% | 10,321 |