HEQ
John Hancock Diversified Income Fund
NYSE
Total Trades
7
Buys
6
Sells
1
Largest Trade
$15K–$50K
Insiders
6
Institutional Funds
26
Inst. Value
$1M+
Activist Filings
8
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Phelan Kenneth J | Director | BUY | $1K–$15K | 905 | $11.10 | Jan 27, 2026 |
| Wright Thomas Rowe | Director | BUY | $1K–$15K | 1K | $9.70 | Apr 9, 2025 |
| Bacic William K | Insider | BUY | $1K–$15K | 986 | $10.33 | Jan 15, 2025 |
| Ellison Noni L | Insider | BUY | $1K–$15K | 1K | $10.54 | Dec 26, 2024 |
| Garfield Dean | Director | BUY | $15K–$50K | 1K | $11.63 | Jan 4, 2024 |
| Ellison Noni L | Director | BUY | $1K–$15K | 1K | $9.56 | Oct 16, 2023 |
| PRUCHANSKY STEVEN R | Insider | SELL | $15K–$50K | 2K | $12.57 | Aug 9, 2022 |
🔓Seeing ranges? Sign in for exact trade values — free forever
Institutional Ownership
13F filings as of Dec 31, 2025 · 26 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Bulldog Investors, LLP | 382K | $1M+ | SH |
| MORGAN STANLEY | 306K | $1M+ | SH |
| Saba Capital Management, L.P. | 281K | $1M+ | SH |
| Pathstone Holdings, LLC | 246K | $1M+ | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 150K | $1M+ | SH |
| PRINCIPAL SECURITIES, INC. | 147K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 136K | $1M+ | SH |
| Shaker Financial Services, LLC | 133K | $1M+ | SH |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 98K | $1M+ | SH |
| AQR Arbitrage LLC | 76K | $500K+ | SH |
| Kovack Advisors, Inc. | 53K | $500K+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 48K | $500K+ | SH |
| WELLS FARGO & COMPANY/MN | 47K | $500K+ | SH |
| Kestra Advisory Services, LLC | 44K | $100K–$500K | SH |
| LPL Financial LLC | 44K | $100K–$500K | SH |
| Verition Fund Management LLC | 37K | $100K–$500K | SH |
| SAX WEALTH ADVISORS, LLC | 34K | $100K–$500K | SH |
| ROBINSON CAPITAL MANAGEMENT, LLC | 34K | $100K–$500K | SH |
| Advisors Asset Management, Inc. | 22K | $100K–$500K | SH |
| RAYMOND JAMES FINANCIAL INC | 19K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Jan 14, 2026
11.6%
1.4M shares
SC 13G/A · Oct 17, 2025
14.3%
1.7M shares
SC 13G/A · Jan 19, 2024
16.1%
2.0M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Dec 8, 2023
4.2%
508K shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 9, 2023
8.2%
995K shares
SC 13G/A · Jan 30, 2023
18.2%
2.2M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 10, 2022
9.0%
1.1M shares
SC 13G/A · Jan 24, 2022
15.4%
1.9M shares