John Hancock Investors Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 781.65 K | $10.41 M | 25.19% | 8.94% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 350.33 K | $4.67 M | -31.97% | 4.01% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 231.61 K | $3.09 M | 13.64% | 2.65% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 157.80 K | $2.10 M | 0.90% | 1.80% |
| MORGAN STANLEY | 08/13/2026 | 137.10 K | $1.83 M | -1.41% | 1.57% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 131.27 K | $1.75 M | 7.97% | 1.50% |
| INVESCO LTD. | 08/14/2026 | 127.28 K | $1.70 M | -2.13% | 1.46% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 121.80 K | $1.62 M | -1.10% | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 104.25 K | $1.39 M | 86.43% | 1.19% |
| LPL FINANCIAL LLC | 08/07/2026 | 95.08 K | $1.27 M | -4.79% | 1.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 73.97 K | $985.33 K | -0.16% | 0.85% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 49.13 K | $654.46 K | 2.87% | 0.56% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 45.95 K | $612.09 K | 0.43% | 0.53% |
| MOREY & QUINN WEALTH PARTNERS, LLC | 07/27/2026 | 41.48 K | $552.47 K | 0.00% | 0.47% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 36.71 K | $489.04 K | 2.43% | 0.42% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 32.55 K | $433.63 K | -6.60% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 30.75 K | $409.53 K | -8.35% | 0.35% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 28.11 K | $374.41 K | 0.00% | 0.32% |
| COHEN & STEERS, INC. | 08/14/2026 | 23.93 K | $319.00 K | 0.00% | 0.27% |
| PHILADELPHIA TRUST CO | 08/10/2026 | 23.71 K | $316.00 K | -23.04% | 0.27% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 23.62 K | $314.60 K | -1.58% | 0.27% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 23.19 K | $299.39 K | 0.00% | 0.27% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 18.85 K | $251.08 K | -12.12% | 0.22% |
| INVICTUS PRIVATE WEALTH, LLC | 07/27/2026 | 18.03 K | $240.14 K | 100.00% | 0.21% |
| HOERTKORN RICHARD CHARLES | 07/23/2026 | 14.00 K | $186.48 K | 0.00% | 0.16% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 13.61 K | $181.33 K | 651.27% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 13.19 K | $175.69 K | 0.00% | 0.15% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 11.97 K | $159.43 K | 100.00% | 0.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 10.32 K | $137.48 K | -0.10% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 10.03 K | $134.00 K | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 9.93 K | $132.28 K | 79.52% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 7.19 K | $96.00 K | 0.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 5.05 K | $67.26 K | 100.00% | 0.06% |
| IFP ADVISORS, INC | 07/20/2026 | 2.41 K | $32.09 K | 100.00% | 0.03% |
| SHP WEALTH MANAGEMENT | 08/11/2026 | 1.01 K | $13.41 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 300 | $4.00 K | 0.00% | 0.00% |
| HOEY INVESTMENTS, INC | 07/27/2026 | 222 | $2.96 K | 0.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 08/12/2026 | 26 | $346 | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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John Hancock Investors Trust institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of John Hancock Investors Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 781,653
1607 Capital Partners, LLC: 350,331
Advisors Asset Management, Inc.: 231,613
GUGGENHEIM CAPITAL LLC: 157,801
MORGAN STANLEY: 137,100
Shaker Financial Services, LLC: 131,272
32.10% of John Hancock Investors Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.94 M shares in the last 24 months. This purchase volume represents approximately $39.54 M in transactions.