Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in John Hancock Income Securities Trust include Cary Street Partners Financial Llc, HighTower Advisors, LLC, and Noble Wealth Management PBC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11,145 | 126 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 96,001 | 3.17 | 1,083 | 2.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 3,126,507 | 5.68 | 35 | 6.06 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 21,085 | 0 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 4,600 | 52 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 33,383 | 377 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,000 | 11 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 5,495 | 5,395.00 | 62 | 6,000.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 58 | 0.00 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19,114 | 0.95 | 216 | 0.47 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 60,103 | 23.88 | 678 | 23.09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10,625 | 3.90 | 120 | 3.48 |
