Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUNDBTO · Entity 5148 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK INCOME SECURITIES TRUSTJHS · Entity 6624 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK INVESTORS TRUSTJHI · Entity 8810 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK PREFERRED INCOME FUNDHPI · Entity 8881 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK PREFERRED INCOME FUND IIHPF · Entity 5825 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK PREFERRED INCOME FUND IIIHPS · Entity 5557 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK PREMIUM DIVIDEND FUNDPDI · Entity 8828 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUNDHTD · Entity 5030 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| John Hancock Diversified Income FundHEQ · Entity 6566 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
| John Hancock Tax-Advantaged Global Shareholder Yield FundHTY · Entity 91025 | Filer and Employee of the Fund | September 20, 2022 | September 28, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK INCOME SECURITIES TRUST
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK INVESTORS TRUST
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK PREFERRED INCOME FUND
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK PREFERRED INCOME FUND II
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK PREFERRED INCOME FUND III
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK PREMIUM DIVIDEND FUND
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
John Hancock Diversified Income Fund
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
John Hancock Tax-Advantaged Global Shareholder Yield Fund
Report date September 20, 2022 · Filed September 28, 2022
Jointly reported with Garfield Dean, McKee Noni Ellison, Lizarraga Patricia, Lorentz Paul
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
No transactions match
Try broader filters. Historical coverage is still being backfilled.
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.