Latest Institutional Transactions on John Hancock Preferred Income Fund Ii (HPF)
This table provides information on the latest institutional transactions involving John Hancock Preferred Income Fund Ii (HPF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.8KNew |
$261K - $296K
|
16.8K
$288K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106New |
$1.69K - $1.78K
|
106
$1.81K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.9KNew |
$174K - $183K
|
10.9K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.08KNew |
$33.2K - $34.9K
|
2.08K
$35.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-380- 8.23% |
$6.06K - $6.37K
|
4.24K
$72.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-531- 4.12% |
$6.9K - $8.55K
|
12.4K
$211K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8+ 8.0% |
$104 - $129
|
108
$1.85K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.54KNew |
$20K - $24.7K
|
1.54K
$26.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$312 - $386
|
24
$410
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
969New |
$12.6K - $15.6K
|
969
$16.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$2.6K - $3.22K
|
200
$3.42K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$154K - $191K
|
11.9K
$203K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-784- 7.23% |
$11.2K - $12.4K
|
10.1K
$172K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8.9KNew |
$128K - $141K
|
8.9K
$152K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
979+ 2.48% |
$14K - $15.5K
|
40.5K
$693K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3KNew |
$148K - $164K
|
10.3K
$177K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 22.5% |
$3.23K - $3.57K
|
1.23K
$20.9K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
14KNew |
$196K - $225K
|
14K
$240K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.67% |
$126 - $144
|
1.36K
$23.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 2.38% |
$2.96K - $3.53K
|
8.2K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.19K- 28.84% |
$32.4K - $38.6K
|
5.4K
$92.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.57KNew |
$82.4K - $98.3K
|
5.57K
$95.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
401New |
$5.98K - $6.83K
|
401
$6.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 2.3% |
$179 - $204
|
534
$9.13K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
250New |
$3.73K - $4.26K
|
250
$4.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.83% |
$89.5 - $102
|
730
$12.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
411New |
$6.13K - $7K
|
411
$7.03K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
66+ 0.65% |
$1.07K - $1.27K
|
10.2K
$175K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1KClosed |
$16.9K - $19.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-898Closed |
$15.1K - $17.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
129New |
$2.17K - $2.5K
|
129
$2.21K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150New |
$2.53K - $2.91K
|
150
$2.57K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
475New |
$8K - $9.21K
|
475
$8.12K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
232KNew |
$4.07M - $4.9M
|
232K
$3.97M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.7KNew |
$188K - $226K
|
10.7K
$183K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.5K- 99.96% |
$43.8K - $52.8K
|
1
$17.1
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.5KClosed |
$184K - $222K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1KNew |
$20.5K - $22.1K
|
1K
$17.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-973Closed |
$20K - $21.5K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-721Closed |
$14.8K - $15.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-94Closed |
$1.93K - $2.08K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-500Closed |
$10.3K - $11.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-9.65KClosed |
$203K - $219K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$2.11M - $2.27M
|
100K
$1.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.68KClosed |
$204K - $220K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-334Closed |
$7.03K - $7.6K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.34KClosed |
$28.2K - $30.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19Closed |
$389 - $412
|
0
$0
|
|