John Hancock Diversified Income Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 909.62 K | $10.44 M | 75.43% | 7.55% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 550.97 K | $6.33 M | -1.31% | 4.57% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 306.65 K | $3.52 M | 0.70% | 2.55% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 232.24 K | $2.67 M | -55.51% | 1.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 171.82 K | $1.97 M | 11.49% | 1.43% |
| INVESCO LTD. | 08/14/2026 | 159.13 K | $1.83 M | 21.79% | 1.32% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 154.33 K | $1.77 M | 12.27% | 1.28% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 153.38 K | $1.76 M | 4.14% | 1.27% |
| MORGAN STANLEY | 08/13/2026 | 142.94 K | $1.64 M | -3.24% | 1.19% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 109.71 K | $1.26 M | 0.35% | 0.91% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 79.41 K | $911.66 K | -40.70% | 0.66% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 68.34 K | $784.50 K | 0.53% | 0.57% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 64.34 K | $739.83 K | 6.17% | 0.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 59.74 K | $685.86 K | -24.73% | 0.50% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 44.86 K | $514.99 K | 16.63% | 0.37% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 44.50 K | $510.83 K | 9.87% | 0.37% |
| ROYAL BANK OF CANADA | 08/14/2026 | 43.38 K | $498.00 K | -6.32% | 0.36% |
| LPL FINANCIAL LLC | 08/07/2026 | 40.94 K | $469.94 K | -4.54% | 0.34% |
| SAX WEALTH ADVISORS, LLC | 07/09/2026 | 33.95 K | $368.73 K | 0.00% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 31.87 K | $365.82 K | 0.64% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 27.75 K | $318.64 K | 14.79% | 0.23% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 25.77 K | $295.84 K | 100.00% | 0.21% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 25.43 K | $291.93 K | -9.12% | 0.21% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 19.43 K | $223.07 K | 4.90% | 0.16% |
| XTX TOPCO LTD | 08/14/2026 | 17.33 K | $198.98 K | 100.00% | 0.14% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 15.40 K | $176.79 K | -16.30% | 0.13% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 14.60 K | $165.71 K | -9.61% | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 13.87 K | $159.17 K | 38.65% | 0.12% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 10.40 K | $119.42 K | 100.00% | 0.09% |
| FIFTH THIRD BANCORP | 08/05/2026 | 4.29 K | $49.19 K | 0.00% | 0.04% |
| COLONIAL TRUST CO / SC | 08/11/2026 | 2.37 K | $26.84 K | 0.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 1.67 K | $19.13 K | -74.46% | 0.01% |
| IFP ADVISORS, INC | 07/20/2026 | 1.21 K | $13.87 K | 100.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.10 K | $12.63 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 380 | $4.36 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 217 | $2.49 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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John Hancock Diversified Income Fund. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of John Hancock Diversified Income Fund.. The most heavily invested institutionals were:
Karpus Management, Inc.: 909,620
Bulldog Investors, LLP: 550,968
BANK OF AMERICA CORP /DE/: 306,653
Pathstone Holdings, LLC: 232,244
COMMONWEALTH EQUITY SERVICES, LLC: 171,821
Invesco Ltd.: 159,131
29.74% of John Hancock Diversified Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 3.82 M shares in the last 24 months. This purchase volume represents approximately $42.41 M in transactions.