Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / EQUITY FUNDS
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Number of holders
-
3
-
Total 13F shares, excl. options
-
198K
-
Shares change
-
-2.55K
-
Total reported value, excl. options
-
$5.12M
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Value change
-
-$62.2K
-
Number of buys
-
2
-
Number of sells
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-3
-
Price
-
$25.83
Significant Holders of JHANCOCK DISCIPLINED VAL - EQUITY FUNDS as of Q3 2024
5 filings reported holding 47803U640 - JHANCOCK DISCIPLINED VAL - EQUITY FUNDS as of Q3 2024.
JHANCOCK DISCIPLINED VAL - EQUITY FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 198K shares
.
Largest 5 shareholders include Fulton Bank, N.A. (197K shares), PSI Advisors, LLC (659 shares), TUCKER ASSET MANAGEMENT LLC (115 shares), Coston, McIsaac & Partners (0 shares), and ORG Partners LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.