Latest Institutional Transactions on John Hancock Preferred Income Fund (HPI)
This table provides information on the latest institutional transactions involving John Hancock Preferred Income Fund (HPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
483+ 3.1% |
$8.04K - $9.13K
|
16.1K
$265K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-11.6K- 9.36% |
$194K - $220K
|
113K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16K+ 2.96% |
$266K - $302K
|
556K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 6.09% |
$46K - $52.3K
|
42.6K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.75K- 10.97% |
$45.8K - $52.1K
|
22.4K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-477- 1.06% |
$7.94K - $9.02K
|
44.4K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 86.16% |
$470K - $535K
|
61.1K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.79K- 1.26% |
$46.3K - $52.7K
|
219K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
950New |
$15.8K - $18K
|
950
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.6K+ 11.26% |
$941K - $1.07M
|
559K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 3.82% |
$176K - $200K
|
288K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 76.15% |
$29.2K - $33.1K
|
549
$9.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-554- 0.47% |
$9.22K - $10.5K
|
118K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.21K+ 40.34% |
$120K - $136K
|
25.1K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 7.7% |
$67.3K - $76.5K
|
48.5K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.27K- 4.23% |
$21.2K - $24.1K
|
28.9K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.42K+ 2.0% |
$56.9K - $64.6K
|
175K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
23.5KNew |
$391K - $445K
|
23.5K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.06K- 4.35% |
$117K - $133K
|
155K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 16.67% |
$6.24K - $7.09K
|
1.88K
$30.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
317+ 0.75% |
$5.27K - $5.99K
|
42.4K
$699K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35K- 4.38% |
$22.5K - $25.6K
|
29.5K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
26.9KNew |
$448K - $509K
|
26.9K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$55.7K - $63.3K
|
3.35K
$55.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.17K+ 1.51% |
$19.5K - $22.1K
|
78.6K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5KNew |
$83.2K - $94.6K
|
5K
$82.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2KNew |
$170K - $193K
|
10.2K
$168K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 2.16% |
$333 - $378
|
948
$15.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 15.37% |
$56.9K - $64.7K
|
18.8K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-582- 5.03% |
$9.68K - $11K
|
11K
$181K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 2.22% |
$29.6K - $33.6K
|
81.8K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.4K- 12.33% |
$572K - $650K
|
244K
$4.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.97K- 2.1% |
$32.7K - $37.2K
|
91.7K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.19% |
$183 - $208
|
514
$8.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
150+ 0.12% |
$2.5K - $2.84K
|
127K
$2.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9KNew |
$181K - $206K
|
10.9K
$180K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17- 0.13% |
$262 - $290
|
12.7K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-270- 1.49% |
$4.16K - $4.61K
|
17.9K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$15.4 - $17.1
|
10.3K
$170K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 17.52% |
$22.8K - $25.3K
|
6.97K
$115K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
600+ 5.32% |
$9.23K - $10.2K
|
11.9K
$196K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-35.3K- 53.23% |
$544K - $604K
|
31K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
396New |
$6.09K - $6.76K
|
396
$6.53K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 0.27% |
$1.54K - $1.71K
|
36.8K
$607K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9- 0.06% |
$139 - $154
|
14.8K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-140- 8.24% |
$2.15K - $2.39K
|
1.56K
$25.7K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-450- 47.32% |
$6.92K - $7.51K
|
501
$8.26K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$201K - $218K
|
13.1K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.24KNew |
$19.1K - $20.7K
|
1.24K
$20.4K
|
|