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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.9% |
$7.5K - $8.34K
|
25.8K
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
100+ 1.31% |
$1.5K - $1.67K
|
7.72K
$124K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$64.6K - $71.8K
|
4.31K
$69K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
598+ 3.65% |
$8.97K - $9.97K
|
17K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.6KNew |
$383K - $426K
|
25.6K
$410K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.15K- 96.85% |
$101K - $109K
|
200
$3.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550- 17.03% |
$9.02K - $9.75K
|
2.68K
$42.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.2K+ 19.85% |
$758K - $820K
|
279K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38K+ 62.49% |
$623K - $674K
|
98.8K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 2.14% |
$7.38K - $7.98K
|
20.6K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
52.9K+ 153.7% |
$867K - $937K
|
87.3K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.75K+ 0.31% |
$28.7K - $31.1K
|
568K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.36K- 1.04% |
$22.2K - $24K
|
129K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-172- 6.43% |
$2.82K - $3.05K
|
2.51K
$40.1K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-15.5K- 75.71% |
$255K - $275K
|
4.99K
$79.9K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6KNew |
$224K - $242K
|
13.6K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.63K- 17.56% |
$59.4K - $64.3K
|
17K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.88K+ 8.96% |
$146K - $157K
|
108K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.94K- 3.36% |
$147K - $159K
|
257K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.4K- 27.25% |
$204K - $221K
|
33.2K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 6.28% |
$595K - $643K
|
614K
$9.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.39K+ 5.95% |
$105K - $113K
|
114K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.5KNew |
$24.6K - $26.6K
|
1.5K
$24K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-220- 41.9% |
$3.61K - $3.9K
|
305
$4.89K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.74K- 15.32% |
$61.4K - $66.4K
|
20.7K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.96K- 2.57% |
$81.4K - $88K
|
188K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-333- 1.26% |
$5.46K - $5.9K
|
26.2K
$419K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 39.48% |
$277K - $299K
|
25.9K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 23.25% |
$67.6K - $73K
|
13.6K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-269- 0.1% |
$4.41K - $4.77K
|
260K
$4.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 7.46% |
$209K - $225K
|
183K
$2.93M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.55K+ 6.18% |
$25.5K - $27.5K
|
26.7K
$428K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
765+ 2.36% |
$12.5K - $13.6K
|
33.1K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 11.67% |
$32K - $34.6K
|
14.8K
$236K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
70.3KNew |
$1.15M - $1.25M
|
70.3K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.42% |
$344 - $372
|
1.5K
$24.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.1KNew |
$429K - $463K
|
26.1K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120+ 0.41% |
$1.97K - $2.13K
|
29.5K
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.21KNew |
$52.7K - $56.9K
|
3.21K
$51.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
600+ 1.62% |
$9.84K - $10.6K
|
37.5K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
18+ 0.02% |
$295 - $319
|
106K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9KNew |
$179K - $193K
|
10.9K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$29.5K - $31.9K
|
1.8K
$28.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
9.44K+ 52.49% |
$155K - $167K
|
27.4K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
702+ 6.68% |
$11.5K - $12.4K
|
11.2K
$180K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 50.0% |
$1.64K - $1.77K
|
100
$1.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 7.08% |
$49.8K - $58.7K
|
39.9K
$639K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
728+ 4.53% |
$11.9K - $14.1K
|
16.8K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
550New |
$9K - $10.6K
|
550
$8.81K
|
|