John Hancock Diversified Income Fund
HEQ- Exchange
- NYSE
- SEC CIK
- 0001496749
In the last 90 days, John Hancock Diversified Income Fund insiders filed 1 open-market purchase and 0 sales; 36 institutions reported holding it in 13F filings for Q2 2026, worth $41.1M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding John Hancock Diversified Income Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 26 | 1 | 19 | −6 |
| Shares | 2.29M | 12.7K | 2.36M | +82.6K (+3.6%) |
| Value | $28.7M | $159.0K | $30.6M | +$2.10M (+7.4%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held John Hancock Diversified Income Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GWM Advisors LLC | 18,998 | $247.0K | 0.00% |
| Silverlake Wealth Management LLC | 18,013 | $234.2K | 0.13% |
| LPL Financial LLC | 10,303 | $134.0K | 0.00% |
| Snowden Capital Advisors LLC | 727 | $9.00K | 0.00% |
Sold out (10)
Institutions that held John Hancock Diversified Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 36,786 | $462.0K |
| Cetera Advisor Networks LLC | 11,915 | $150.0K |
| Raymond James Financial Services Advisors, Inc. | 11,461 | $144.0K |
| Capital Investment Advisors, LLC | 11,000 | $138.0K |
| CX Institutional | 2,174 | $27.0K |
| Harbour Investments, Inc. | 1,100 | $14.0K |
| Citigroup Inc | 924 | $12.0K |
| Tower Research Capital LLC (TRC) | 858 | $11.0K |
| Arkadios Wealth Advisors | 238 | $2.00K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2021 yet (1)
Institutions that held John Hancock Diversified Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 12,700 | $159.0K |