John Hancock Income Securities 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 | 3.36 M | $37.01 M | 5.11% | 28.82% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.49 M | $16.43 M | 0.00% | 12.80% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 846.16 K | $9.33 M | 58.84% | 7.27% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 791.17 K | $8.72 M | -31.80% | 6.79% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 211.77 K | $2.33 M | 3.78% | 1.82% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 206.66 K | $2.28 M | 2.90% | 1.77% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 181.36 K | $2.00 M | 14.66% | 1.56% |
| FIERA CAPITAL CORP | 08/07/2026 | 104.98 K | $1.16 M | 2.78% | 0.90% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 62.82 K | $692.64 K | -1.53% | 0.54% |
| LPL FINANCIAL LLC | 08/07/2026 | 54.88 K | $605.06 K | 11.64% | 0.47% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 51.17 K | $564.09 K | -27.09% | 0.44% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 44.07 K | $485.82 K | -2.06% | 0.38% |
| MORGAN STANLEY | 08/13/2026 | 29.98 K | $330.52 K | -13.61% | 0.26% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 26.84 K | $295.94 K | 4.62% | 0.23% |
| BRICK & KYLE, ASSOCIATES | 08/06/2026 | 20.34 K | $222.47 K | 0.00% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 20.14 K | $222.03 K | 1.00% | 0.17% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 19.57 K | $215.74 K | 17.51% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 18.05 K | $199.02 K | 79.51% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 15.76 K | $173.70 K | 0.00% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 15.46 K | $170.54 K | -7.67% | 0.13% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 14.59 K | $160.80 K | -16.27% | 0.13% |
| COLONY GROUP, LLC | 08/12/2026 | 14.56 K | $160.47 K | 3.56% | 0.13% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 11.00 K | $121.30 K | -0.01% | 0.09% |
| UBS GROUP AG | 08/13/2026 | 9.85 K | $108.56 K | -4.99% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 7.84 K | $86.38 K | -24.69% | 0.07% |
| FIFTH THIRD BANCORP | 08/05/2026 | 2.50 K | $27.56 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 2.10 K | $23.15 K | -10.64% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 1.70 K | $18.74 K | 0.00% | 0.01% |
| EASTERN BANK | 07/01/2026 | 700 | $7.72 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 496 | $5.48 K | 100.00% | 0.00% |
| MIDFIRST BANK | 08/07/2026 | 250 | $2.76 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 200 | $2.00 K | 100.00% | 0.00% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 73 | $805 | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $11 | 0.00% | 0.00% |
| MILLSTONE EVANS GROUP, LLC | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
John Hancock Income Securities Trust institutional Ownership - FAQ's
During the previous two years, 48 institutional investors and hedge funds held shares of John Hancock Income Securities Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.36 M
Allspring Global Investments Holdings, LLC: 1.49 M
Karpus Management, Inc.: 846,161
1607 Capital Partners, LLC: 791,168
Hennion & Walsh Asset Management, Inc.: 211,766
RIVERBRIDGE PARTNERS LLC: 206,659
65.55% of John Hancock Income Securities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.84 M shares in the last 24 months. This purchase volume represents approximately $88.34 M in transactions.