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 | 05/13/2026 | 3.19 M | $34.94 M | -0.47% | 27.42% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.49 M | $16.30 M | 0.00% | 12.80% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 1.16 M | $12.69 M | 0.00% | 9.96% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 532.70 K | $5.83 M | 44.13% | 4.57% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 204.05 K | $2.23 M | 16.93% | 1.75% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 200.84 K | $2.20 M | 4.03% | 1.72% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 158.17 K | $1.73 M | 20.24% | 1.36% |
| FIERA CAPITAL CORP | 05/12/2026 | 102.14 K | $1.12 M | -3.53% | 0.88% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 70.18 K | $767.73 K | -4.44% | 0.60% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 63.80 K | $697.95 K | 6.14% | 0.55% |
| LPL FINANCIAL LLC | 05/06/2026 | 49.16 K | $537.79 K | 38.82% | 0.42% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 44.99 K | $492.21 K | -4.27% | 0.39% |
| MORGAN STANLEY | 05/15/2026 | 34.70 K | $379.63 K | -1.31% | 0.30% |
| PETRA FINANCIAL ADVISORS INC | 05/13/2026 | 25.66 K | $280.69 K | 34.15% | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 19.94 K | $218.13 K | 3.77% | 0.17% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 17.42 K | $190.56 K | 100.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 16.75 K | $183.22 K | 0.15% | 0.14% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 16.65 K | $182.17 K | -34.10% | 0.14% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 15.76 K | $172.36 K | 0.00% | 0.14% |
| COLONY GROUP, LLC | 05/15/2026 | 14.06 K | $153.76 K | 100.00% | 0.12% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 11.00 K | $120.37 K | 0.01% | 0.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 10.40 K | $113.81 K | 100.00% | 0.09% |
| UBS GROUP AG | 05/05/2026 | 10.36 K | $113.38 K | 5.25% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 10.06 K | $110.01 K | -40.34% | 0.09% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.50 K | $27.35 K | 100.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 2.35 K | $25.71 K | -45.35% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.70 K | $18.60 K | 100.00% | 0.01% |
| EASTERN BANK | 04/07/2026 | 700 | $7.66 K | 0.00% | 0.01% |
| 05/15/2026 | 250 | $2.74 K | 0.00% | 0.00% | |
| MILLSTONE EVANS GROUP, LLC | 04/30/2026 | 175 | $1.92 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $11 | -99.98% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
John Hancock Income Securities Trust institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of John Hancock Income Securities Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.19 M
Allspring Global Investments Holdings, LLC: 1.49 M
1607 Capital Partners, LLC: 1.16 M
Karpus Management, Inc.: 532,698
Hennion & Walsh Asset Management, Inc.: 204,051
RIVERBRIDGE PARTNERS LLC: 200,843
64.23% of John Hancock Income Securities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.68 M shares in the last 24 months. This purchase volume represents approximately $86.61 M in transactions.