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Get Institutions for : 
Hancock John Investors Trust (JHI)  
$13.16 0.11 (0.84%) as of 4:30 Fri 4/26


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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  : 
0.78 (6.3%)  




 
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  
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            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. 2247 - 2023-12-31 99,556 $1,288,000 -4,356
   Allspring Global Investments Holdings LLC 1331 - 2024-03-31 85,943 $1,134,000 64,458
   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
   PHILADELPHIA TRUST CO 159 - 2023-12-31 33,813 $438,000 0
   LPL FINANCIAL CORP 3709 - 2023-12-31 33,631 $435,000 -239
   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
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 576 *New 2023-12-31 22,417 $290,000 22,417
   HOERTKORN RICHARD CHARLES 41 - 2023-12-31 17,200 $223,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4861 - 2023-12-31 15,727 $204,000 5,215
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3075 - 2024-03-31 15,090 $199,000 62
   Moors & Cabot Inc. 787 - 2023-12-31 11,100 $144,000 1,100
   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 4156 - 2023-12-31 9,782 $127,000 800
   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
   ADVISORY SERVICES NETWORK, LLC 2309 *New 2023-12-31 2,187 $28,000 2,187
   PRINCIPAL SECURITIES INC. 2194 - 2023-12-31 773 $10,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 300 $4,000 0
   HOEY INVESTMENTS INC 261 - 2023-12-31 222 $3,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 441 - 2023-06-30 100 $1,000 0
   Mascoma Wealth Management LLC - 2023-12-31 50 $1,000 0
   PSI Advisors LLC 786 *Closed 2024-03-31 0 $0 -130
   AMERIPRISE FINANCIAL INC 3905 *Closed 2023-12-31 0 $0 -8,957
   PROEQUITIES INC. 9797 - 2023-12-31 0 $0 0
   Bogart Wealth LLC 1134 *Closed 2024-03-31 0 $0 -500
   Tyler-Stone Wealth Management 909 - 2023-12-31 34 $0 0

  40 Records found
  1    
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