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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.4K- 13.02% |
$545K - $606K
|
243K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
40K+ 45.84% |
$600K - $667K
|
127K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.9K- 2.75% |
$253K - $281K
|
597K
$9.52M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-446- 2.17% |
$6.69K - $7.43K
|
20.1K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.33K+ 40.23% |
$125K - $139K
|
29K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.9KNew |
$313K - $348K
|
20.9K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.75K+ 4.81% |
$71.3K - $79.2K
|
104K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.92K- 1.22% |
$104K - $115K
|
561K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 199.27% |
$408K - $453K
|
40.8K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.93K- 26.47% |
$104K - $116K
|
19.3K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.31K+ 3.78% |
$64.6K - $71.8K
|
118K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-993- 0.92% |
$14.9K - $16.6K
|
107K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 7.08% |
$45.6K - $50.7K
|
39.9K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.8K+ 4.14% |
$117K - $130K
|
196K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
190+ 95.0% |
$2.85K - $3.17K
|
390
$6.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.7K- 10.48% |
$25.5K - $28.3K
|
14.5K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-78K- 30.3% |
$1.17M - $1.3M
|
179K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
350New |
$5.25K - $5.83K
|
350
$5.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.2K- 89.42% |
$513K - $570K
|
4.05K
$64.6K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.6K+ 37.8% |
$399K - $443K
|
96.9K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.13K- 1.16% |
$31.9K - $35.5K
|
181K
$2.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
250+ 0.19% |
$3.75K - $4.17K
|
129K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
825New |
$12.4K - $13.8K
|
825
$13.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.13K+ 1682.62% |
$77K - $85.6K
|
5.44K
$86.7K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.06% |
$225 - $250
|
25.8K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27+ 0.18% |
$405 - $450
|
14.8K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-1.64K- 1.55% |
$24.6K - $27.4K
|
104K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-776- 1.01% |
$11.6K - $12.9K
|
76.1K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.89K- 23.8% |
$118K - $132K
|
25.3K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.73K+ 181.9% |
$41K - $45.6K
|
4.24K
$67.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.73K+ 2.97% |
$116K - $129K
|
268K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.7KNew |
$161K - $179K
|
10.7K
$171K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.81K+ 6.11% |
$27.1K - $30.1K
|
31.3K
$500K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-477- 1.27% |
$7.16K - $7.95K
|
37.1K
$591K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 0.77% |
$3K - $3.33K
|
26.3K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.46K+ 9.2% |
$36.8K - $40.9K
|
29.2K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.5KNew |
$202K - $224K
|
13.5K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.04% |
$60 - $66.7
|
11.2K
$179K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.05K- 82.0% |
$30.8K - $34.2K
|
451
$7.19K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36KNew |
$20.3K - $22.6K
|
1.36K
$21.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
100+ 1.31% |
$1.5K - $1.67K
|
7.72K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.9% |
$7.5K - $8.34K
|
25.8K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$64.6K - $71.8K
|
4.31K
$68.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
598+ 3.65% |
$8.97K - $9.97K
|
17K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.6KNew |
$383K - $426K
|
25.6K
$408K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550- 17.03% |
$9.02K - $9.75K
|
2.68K
$42.7K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.4K- 27.25% |
$204K - $221K
|
33.2K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.63K- 17.56% |
$59.4K - $64.3K
|
17K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.5KNew |
$24.6K - $26.6K
|
1.5K
$23.9K
|
|