Latest Institutional Purchases of John Hancock Preferred Income Fund Ii (HPF)
This list provides information on the latest institutional transactions involving John Hancock Preferred Income Fund Ii (HPF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106New |
$1.69K - $1.78K
|
106
$1.74K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$154K - $191K
|
11.9K
$194K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.54KNew |
$20K - $24.7K
|
1.54K
$25.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$2.6K - $3.22K
|
200
$3.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$312 - $386
|
24
$394
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8+ 8.0% |
$104 - $129
|
108
$1.77K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3KNew |
$148K - $164K
|
10.3K
$170K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8.9KNew |
$128K - $141K
|
8.9K
$146K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
979+ 2.48% |
$14K - $15.5K
|
40.5K
$665K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 22.5% |
$3.23K - $3.57K
|
1.23K
$20.1K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
14KNew |
$196K - $225K
|
14K
$230K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.67% |
$126 - $144
|
1.36K
$22.2K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
411New |
$6.13K - $7K
|
411
$6.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
401New |
$5.98K - $6.83K
|
401
$6.58K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
250New |
$3.73K - $4.26K
|
250
$4.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 2.3% |
$179 - $204
|
534
$8.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.83% |
$89.5 - $102
|
730
$12K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
66+ 0.65% |
$1.07K - $1.27K
|
10.2K
$168K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
475New |
$8K - $9.21K
|
475
$7.79K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150New |
$2.53K - $2.91K
|
150
$2.46K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
129New |
$2.17K - $2.5K
|
129
$2.12K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.7KNew |
$188K - $226K
|
10.7K
$176K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1KNew |
$20.5K - $22.1K
|
1K
$16.4K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$2.11M - $2.27M
|
100K
$1.64M
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
BUY
|
- |
2.01K+ 231.68% |
$41.1K - $43.6K
|
2.88K
$47.2K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1KNew |
$18.3K - $20.8K
|
1K
$16.4K
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.68KNew |
$29.1K - $31.9K
|
1.68K
$27.5K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10.9KNew |
$141K - $211K
|
10.9K
$179K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
150+ 1.5% |
$1.94K - $2.91K
|
10.2K
$167K
|
|
| Q4 2019 | |||||||
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
400New |
$8.56K - $9.39K
|
400
$6.56K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
62+ 2.04% |
$1.08K - $1.31K
|
3.1K
$50.9K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
113KNew |
$2.2M - $2.42M
|
113K
$1.85M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$4.22K - $4.38K
|
200
$3.28K
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.5KNew |
$375K - $395K
|
17.5K
$287K
|
|
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
770New |
$16.5K - $17.4K
|
770
$12.6K
|
|