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 | 11/13/2025 | 3.30 M | $38.49 M | 5.44% | 28.31% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.49 M | $17.38 M | 1.14% | 12.78% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 1.29 M | $15.11 M | 2.27% | 11.11% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 186.30 K | $2.18 M | 7.13% | 1.60% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 165.27 K | $1.93 M | -0.01% | 1.42% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 92.93 K | $1.08 M | -6.91% | 0.80% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 82.17 K | $959.74 K | -31.63% | 0.71% |
| FIERA CAPITAL CORP | 11/07/2025 | 78.04 K | $911.08 K | 16.12% | 0.67% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 74.74 K | $872.63 K | -22.14% | 0.64% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 60.53 K | $706.64 K | 0.70% | 0.52% |
| MORGAN STANLEY | 11/14/2025 | 48.00 K | $560.34 K | -19.99% | 0.41% |
| CARY STREET PARTNERS FINANCIAL LLC | 11/10/2025 | 47.62 K | $555.99 K | 42.65% | 0.41% |
| LPL FINANCIAL LLC | 11/12/2025 | 35.50 K | $414.45 K | 34.00% | 0.30% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 24.59 K | $287.13 K | 18.82% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 19.13 K | $223.34 K | 0.08% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 19.04 K | $222.92 K | -5.66% | 0.16% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 15.76 K | $183.94 K | 0.00% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 13.40 K | $156.41 K | -49.48% | 0.12% |
| STONEX GROUP INC. | 11/14/2025 | 13.32 K | $155.50 K | 0.00% | 0.11% |
| PETRA FINANCIAL ADVISORS INC | 11/07/2025 | 11.12 K | $129.77 K | 0.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 10.62 K | $124.03 K | -6.18% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 10.55 K | $123.12 K | -5.37% | 0.09% |
| UBS GROUP AG | 11/13/2025 | 10.47 K | $122.28 K | -1.42% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 6.78 K | $79.00 K | 0.00% | 0.06% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 5.12 K | $59.78 K | 0.00% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 4.30 K | $50.20 K | 100.00% | 0.04% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 11/10/2025 | 3.60 K | $42.07 K | 100.00% | 0.03% |
| COMERICA BANK | 11/14/2025 | 2.50 K | $29.19 K | 0.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.00 K | $11.68 K | 0.00% | 0.01% |
| EASTERN BANK | 10/27/2025 | 700 | $8.17 K | 0.00% | 0.01% |
| CLEAR STREET GROUP INC. | 11/14/2025 | 16 | $187 | 100.00% | 0.00% |
| AQR ARBITRAGE LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| BRICK & KYLE, ASSOCIATES | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MILLSTONE EVANS GROUP, LLC | 10/30/2025 | 0 | $0 | -100.00% | 0.00% |
John Hancock Income Securities Trust institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of John Hancock Income Securities Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.49 M
Hennion & Walsh Asset Management, Inc.: 174,507
PETRA FINANCIAL ADVISORS INC: 19,125
MELFA WEALTH MANAGEMENT, LLC: 15,755
Noble Wealth Management PBC: 4,300
EASTERN BANK: 700
61.16% of John Hancock Income Securities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.21 M shares in the last 24 months. This purchase volume represents approximately $84.37 M in transactions.