Purchases and Sales Made in Q2 2023 in John Hancock Preferred Income Fund Ii (HPF)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund Ii (HPF) during Q2 2023. The information is specifically focused on institutions that hold shares of JOHN HANCOCK PREFERRED INCOME FUND II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1KNew |
$730K - $835K
|
52.1K
$895K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 23.18% |
$216K - $247K
|
81.8K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.5K+ 43.59% |
$202K - $232K
|
47.6K
$819K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
14KNew |
$196K - $225K
|
14K
$241K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.02K+ 39.94% |
$98.2K - $112K
|
24.6K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.62K+ 33.75% |
$64.7K - $74K
|
18.3K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.45K+ 5.93% |
$48.3K - $55.3K
|
61.6K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8K+ 10.52% |
$39.2K - $44.9K
|
29.4K
$505K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.6K+ 16.0% |
$22.4K - $25.6K
|
11.6K
$199K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
$14K - $16K
|
1K
$17.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
896+ 6.34% |
$12.5K - $14.4K
|
15K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
789+ 4.65% |
$11K - $12.6K
|
17.8K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
411+ 0.27% |
$5.75K - $6.59K
|
151K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
229+ 2.74% |
$3.21K - $3.67K
|
8.57K
$147K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200+ 0.33% |
$2.8K - $3.21K
|
60.3K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
83+ 0.77% |
$1.16K - $1.33K
|
10.8K
$186K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 2.51% |
$378 - $433
|
1.1K
$18.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.01% |
$140 - $160
|
83.9K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 0.67% |
$126 - $144
|
1.36K
$23.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 0.43% |
$126 - $144
|
2.09K
$35.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-304- 1.99% |
$4.26K - $4.87K
|
15K
$257K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-425- 1.06% |
$5.95K - $6.81K
|
39.5K
$679K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-903- 6.15% |
$12.6K - $14.5K
|
13.8K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 4.03% |
$14K - $16K
|
23.8K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 4.28% |
$15.1K - $17.3K
|
24.1K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.48K- 7.99% |
$20.8K - $23.8K
|
17.1K
$294K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.54K- 3.32% |
$35.6K - $40.7K
|
74K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.54K- 5.96% |
$134K - $153K
|
150K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-121K- 38.66% |
$1.69M - $1.94M
|
192K
$3.3M
|