Purchases and Sales Made in Q1 2025 in John Hancock ETF Preferred Inc (JHPI)
This table provides information about the institutional ownership of John Hancock ETF Preferred Inc (JHPI) during Q1 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK ETF PREFERRED INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
456KNew |
$10.1M - $10.4M
|
456K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200K+ 1013.35% |
$4.44M - $4.57M
|
219K
$4.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.5K+ 564.72% |
$1.39M - $1.43M
|
73.6K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
43.5K+ 7.97% |
$966K - $994K
|
589K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 261.35% |
$575K - $591K
|
35.8K
$798K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$509K - $524K
|
22.9K
$511K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 19.57% |
$418K - $430K
|
115K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17KNew |
$377K - $388K
|
17K
$379K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$371K - $381K
|
16.7K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 8.99% |
$342K - $351K
|
186K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 68.76% |
$258K - $266K
|
28.5K
$636K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 205.96% |
$252K - $259K
|
16.8K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4KNew |
$232K - $238K
|
10.4K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.28KNew |
$206K - $212K
|
9.28K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.98K+ 7.42% |
$133K - $137K
|
86.5K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.86K+ 29.9% |
$63.6K - $65.4K
|
12.4K
$277K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.62K+ 5.01% |
$58.1K - $59.8K
|
54.8K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.94K+ 2.16% |
$43.1K - $44.3K
|
91.5K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.3% |
$30.6K - $31.5K
|
43.2K
$964K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$27.1K - $27.9K
|
1.22K
$27.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
358+ 1.0% |
$7.96K - $8.19K
|
36.1K
$806K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
177+ 0.88% |
$3.93K - $4.05K
|
20.2K
$452K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.13% |
$111 - $114
|
3.85K
$85.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30- 1.02% |
$667 - $686
|
2.9K
$64.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-169- 3.44% |
$3.76K - $3.87K
|
4.74K
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-388- 0.33% |
$8.63K - $8.87K
|
117K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-225K- 52.32% |
$5M - $5.15M
|
205K
$4.58M
|