Institutional Ownership John Hancock Preferred Income Fund Ii (HPF)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund Ii (HPF). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.13 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
17,838
shares
|
$304,673
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,903
shares
|
$254,543
0.01% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
14,645
shares
|
$250,136
0.0% of portfolio
|
Q3 2024
Added 35.61%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
12,000
shares
|
$204,959
0.22% of portfolio
|
Q3 2023
Added 3.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,774
shares
|
$201,099
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
10,891
shares
|
$186,018
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
10,244
shares
|
$174,967
0.31% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9,403
shares
|
$160,603
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,240
shares
|
$72,419
0.01% of portfolio
|
Q1 2024
Reduced 8.23%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
3,692
shares
|
$63,059
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
2,879
shares
|
$49,173
0.01% of portfolio
|
Q2 2021
Added 231.68%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
2,113
shares
|
$36,090
0.0% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,875
shares
|
$32,024
0.01% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,794
shares
|
$30,641
0.0% of portfolio
|
Q2 2024
Reduced 21.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,775
shares
|
$30,316
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,678
shares
|
$28,660
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,503
shares
|
$25,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,237
shares
|
$21,127
0.01% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,100
shares
|
$18,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
770
shares
|
$13,151
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
200
shares
|
$3,415
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
100
shares
|
$1,707
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
24
shares
|
$409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q1 2022
Reduced 99.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|