Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
182K+ 1366.16% |
$2.37M - $2.93M
|
196K
$3.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
88KNew |
$1.14M - $1.42M
|
88K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
51K+ 25.16% |
$663K - $821K
|
254K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
49.5K+ 59.17% |
$643K - $796K
|
133K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.7K+ 112.62% |
$581K - $720K
|
84.4K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$154K - $191K
|
11.9K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5K+ 66.83% |
$150K - $185K
|
28.7K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.41K+ 1.61% |
$31.3K - $38.7K
|
152K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 3.42% |
$27.7K - $34.2K
|
64.2K
$1.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.11KNew |
$27.4K - $34K
|
2.11K
$36.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.66KNew |
$21.6K - $26.7K
|
1.66K
$28.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.54KNew |
$20K - $24.7K
|
1.54K
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.43K+ 13.08% |
$18.6K - $23.1K
|
12.4K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.3K+ 14.01% |
$16.9K - $21K
|
10.6K
$182K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.3K+ 8.43% |
$16.9K - $21K
|
16.7K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
969New |
$12.6K - $15.6K
|
969
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
290+ 0.34% |
$3.77K - $4.67K
|
85.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
230+ 0.5% |
$2.99K - $3.7K
|
46.1K
$791K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
207+ 2.37% |
$2.69K - $3.33K
|
8.94K
$154K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$2.6K - $3.22K
|
200
$3.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
28+ 2.48% |
$364 - $451
|
1.16K
$19.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25+ 0.17% |
$325 - $403
|
14.7K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24New |
$312 - $386
|
24
$412
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-589- 0.45% |
$7.66K - $9.48K
|
131K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-660- 0.9% |
$8.58K - $10.6K
|
73K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-914- 4.33% |
$11.9K - $14.7K
|
20.2K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-933- 3.72% |
$12.1K - $15K
|
24.1K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.48K- 17.0% |
$58.3K - $72.2K
|
21.9K
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.74K- 27.93% |
$61.6K - $76.3K
|
12.2K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.15KClosed |
$66.9K - $82.8K
|
0
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.77K- 8.51% |
$75K - $92.9K
|
62K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.99K- 22.36% |
$77.9K - $96.5K
|
20.8K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.52K- 36.71% |
$84.7K - $105K
|
11.2K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.2K- 34.57% |
$900K - $1.11M
|
131K
$2.25M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-183K- 93.66% |
$2.38M - $2.95M
|
12.4K
$213K
|