Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Hancock John Investors Trust (JHI)  
$13.56 0.09 (0.67%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    1
Total shares held : 
2,155,032  
% of shares held : 
24.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
380,190  
% of shares held change : 
  4.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.03  
Last Quarter's Ending Price : 
$12.94  
Last Quarter's Average Price
$12.38  
Change from last quarter's     
avg. price to the last closing  : 
1.18 (9.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 35,193
 1.63%
 
Increased Positions :
15
 363,624
 16.87%
 
Unchanged Positions :
12
 101,202
 4.7%
 
Decreased Positions :
6
-9,362
-0.43%
 
Closed Positions :
3
-9,265
-0.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   1607 CAPITAL PARTNERS, LLC 42 - 2023-12-31 766,901 $9,924,000 248,400
   SHAKER FINANCIAL SERVICES, LLC 36 - 2023-12-31 194,481 $2,517,000 43,927
   Capital Investment Advisors LLC 190 - 2024-03-31 145,122 $1,914,000 15,239
   MORGAN STANLEY 4449 - 2023-12-31 139,718 $1,808,000 3,781
   Stratos Wealth Partners LTD. 530 - 2024-03-31 106,193 $1,401,000 -4,050
   BANK OF AMERICA CORP /DE/ 3845 - 2023-12-31 99,542 $1,288,000 9,608
   Advisor Group Holdings Inc. 2116 - 2024-03-31 94,243 $1,243,000 -5,313
   Allspring Global Investments Holdings LLC 1336 - 2024-03-31 85,943 $1,134,000 0
   GUGGENHEIM CAPITAL LLC 1103 - 2023-12-31 87,015 $1,126,000 28,345
   WOLVERINE ASSET MANAGEMENT LLC 307 - 2023-12-31 73,777 $955,000 605
   INVESCO LTD 2892 - 2023-12-31 62,565 $810,000 12,280
   Hennion & Walsh Asset Management Inc. 496 - 2024-03-31 53,004 $699,000 -104
   Goss Wealth Management LLC 1119 - 2023-12-31 52,354 $680,000 3,700
   LPL FINANCIAL CORP 3774 - 2024-03-31 35,193 $464,000 1,562
   PHILADELPHIA TRUST CO 159 - 2023-12-31 33,813 $438,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 487 - 2024-03-31 29,448 $388,000 7,031
   RIVERBRIDGE PARTNERS LLC 144 *New 2024-03-31 27,238 $359,000 27,238
   AVIANCE CAPITAL PARTNERS, LLC 244 - 2024-03-31 25,251 $333,000 -437
   RIVERNORTH CAPITAL MANAGEMENT, INC. 231 - 2023-12-31 24,345 $315,000 800
   COHEN & STEERS INC 309 - 2023-12-31 23,927 $310,000 0
   HOERTKORN RICHARD CHARLES 40 - 2024-03-31 17,200 $227,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3075 - 2024-03-31 15,090 $199,000 62
   Moors & Cabot Inc. 818 - 2024-03-31 14,700 $194,000 3,600
   UBS Group AG 4749 - 2023-12-31 10,993 $142,000 -1,314
   SIT INVESTMENT ASSOCIATES INC 488 *New 2023-12-31 10,089 $131,000 10,089
   WELLS FARGO & CO/MN 4187 - 2024-03-31 9,782 $129,000 0
   Gould Capital LLC 92 - 2023-12-31 3,268 $42,000 0
   ROYAL BANK OF CANADA 5379 - 2023-12-31 3,200 $41,000 -1,061
   PRINCIPAL SECURITIES INC. 2314 - 2024-03-31 773 $10,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 300 $4,000 0
   HOEY INVESTMENTS INC 275 - 2024-03-31 222 $3,000 0
   Atlantic Trust Group LLC 2684 *New 2024-03-31 251 $3,000 251
   VIGILANT CAPITAL MANAGEMENT LLC 441 - 2023-06-30 100 $1,000 0
   Mascoma Wealth Management LLC 439 - 2024-03-31 50 $1,000 0
   ADVISORY SERVICES NETWORK, LLC 2372 *Closed 2024-03-31 0 $0 -2,187
   PSI Advisors LLC 786 *Closed 2024-03-31 0 $0 -130
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6359 *Closed 2024-03-31 0 $0 -15,727
   PROEQUITIES INC. 8335 - 2024-03-31 0 $0 0
   AMERIPRISE FINANCIAL INC 3905 *Closed 2023-12-31 0 $0 -8,957
   Bogart Wealth LLC 1134 *Closed 2024-03-31 0 $0 -500
   Tyler-Stone Wealth Management 909 - 2023-12-31 34 $0 0

  41 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results