John Hancock Diversified Income Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 05/08/2026 | 558.29 K | $6.06 M | 46.24% | 4.63% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 522.04 K | $5.67 M | 110.79% | 4.33% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 518.50 K | $5.63 M | 100.00% | 4.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 304.52 K | $3.31 M | 4.07% | 2.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 154.11 K | $1.67 M | 2.44% | 1.28% |
| MORGAN STANLEY | 05/15/2026 | 147.72 K | $1.60 M | -51.70% | 1.23% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 147.28 K | $1.60 M | -0.06% | 1.22% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 137.47 K | $1.49 M | 1.02% | 1.14% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 133.91 K | $1.45 M | 3.18% | 1.11% |
| INVESCO LTD. | 05/12/2026 | 130.66 K | $1.42 M | 9.38% | 1.08% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 109.33 K | $1.19 M | 11.58% | 0.91% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 79.38 K | $862.01 K | 3.53% | 0.66% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 67.98 K | $738.23 K | -0.15% | 0.56% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 60.60 K | $665.34 K | 13.83% | 0.50% |
| ROYAL BANK OF CANADA | 05/15/2026 | 46.31 K | $503.00 K | -0.22% | 0.38% |
| LPL FINANCIAL LLC | 05/06/2026 | 42.88 K | $465.71 K | -2.50% | 0.36% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 40.50 K | $456.11 K | 149.50% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 38.46 K | $417.71 K | -13.35% | 0.32% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 33.95 K | $365.00 K | 0.00% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 31.66 K | $343.86 K | 20.51% | 0.26% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 27.98 K | $303.87 K | -78.97% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 24.18 K | $262.58 K | -29.72% | 0.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.52 K | $201.17 K | -0.60% | 0.15% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 18.40 K | $199.82 K | 0.00% | 0.15% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 16.15 K | $170.89 K | 1.78% | 0.13% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 13.38 K | $154.09 K | -60.40% | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 10.00 K | $108.60 K | 100.00% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 6.52 K | $70.85 K | -61.63% | 0.05% |
| FIFTH THIRD BANCORP | 05/01/2026 | 4.29 K | $46.54 K | 100.00% | 0.04% |
| COLONIAL TRUST CO / SC | 05/12/2026 | 2.37 K | $25.02 K | 100.00% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 1.30 K | $14.13 K | 100.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.10 K | $11.95 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 217 | $2.36 K | 100.00% | 0.00% |
| AQR ARBITRAGE LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VERITION FUND MANAGEMENT LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
John Hancock Diversified Income Fund. institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of John Hancock Diversified Income Fund.. The most heavily invested institutionals were:
Bulldog Investors, LLP: 558,291
Pathstone Holdings, LLC: 522,041
Karpus Management, Inc.: 518,501
BANK OF AMERICA CORP /DE/: 304,521
COMMONWEALTH EQUITY SERVICES, LLC: 154,110
MORGAN STANLEY: 147,721
28.64% of John Hancock Diversified Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 3.69 M shares in the last 24 months. This purchase volume represents approximately $40.93 M in transactions.