Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.5K+ 32.82% |
$709K - $784K
|
200K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.8KNew |
$384K - $425K
|
26.8K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 116.88% |
$307K - $339K
|
39.7K
$691K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17KNew |
$244K - $269K
|
17K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 22.19% |
$192K - $212K
|
73.6K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11KNew |
$157K - $174K
|
11K
$191K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 5.61% |
$154K - $171K
|
203K
$3.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.3KNew |
$148K - $164K
|
10.3K
$180K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
8.9KNew |
$128K - $141K
|
8.9K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.62K+ 4.42% |
$51.9K - $57.3K
|
85.4K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.26K+ 9.36% |
$32.4K - $35.8K
|
26.4K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.1K+ 2800.0% |
$30.1K - $33.3K
|
2.18K
$37.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.7KNew |
$24.3K - $26.9K
|
1.7K
$29.5K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.2KNew |
$17.2K - $19K
|
1.2K
$20.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
979+ 2.48% |
$14K - $15.5K
|
40.5K
$705K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
493+ 0.8% |
$7.07K - $7.81K
|
62.1K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
476+ 2.78% |
$6.83K - $7.54K
|
17.6K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
475+ 1.93% |
$6.81K - $7.53K
|
25.1K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
423+ 2.82% |
$6.07K - $6.7K
|
15.4K
$269K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
400+ 3.45% |
$5.74K - $6.34K
|
12K
$209K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 22.5% |
$3.23K - $3.57K
|
1.23K
$21.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
160+ 1.87% |
$2.29K - $2.54K
|
8.73K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108New |
$1.55K - $1.71K
|
108
$1.88K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 2.45% |
$387 - $428
|
1.13K
$19.7K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.48% |
$143 - $159
|
2.1K
$36.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-266- 0.32% |
$3.81K - $4.22K
|
83.6K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-351- 2.34% |
$5.03K - $5.56K
|
14.6K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-784- 7.23% |
$11.2K - $12.4K
|
10.1K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-880- 0.58% |
$12.6K - $13.9K
|
150K
$2.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.82K- 3.81% |
$26.1K - $28.8K
|
45.8K
$797K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 11.44% |
$39.1K - $43.2K
|
21.1K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.87K- 62.75% |
$55.4K - $61.3K
|
2.29K
$39.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.49K- 32.56% |
$64.3K - $71.1K
|
9.29K
$162K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.19K- 8.36% |
$88.8K - $98.1K
|
67.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.2K- 41.49% |
$175K - $193K
|
17.2K
$299K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-38.8K- 74.4% |
$556K - $615K
|
13.3K
$232K
|