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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
780New |
$12K - $13K
|
780
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-290- 1.5% |
$4.46K - $4.84K
|
19.1K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$7.69K - $8.35K
|
500
$8.69K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 8.88% |
$4.61K - $5.01K
|
3.08K
$53.5K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
960New |
$14.8K - $16K
|
960
$16.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-400- 50.0% |
$6.15K - $6.68K
|
400
$6.95K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.7K- 54.92% |
$103K - $112K
|
5.5K
$95.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.47KNew |
$53.3K - $57.8K
|
3.47K
$60.2K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$3.07K - $3.34K
|
200
$3.47K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.36K- 91.36% |
$17.6K - $21.5K
|
129
$2.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$253K - $309K
|
19.6K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92New |
$1.19K - $1.45K
|
92
$1.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
700New |
$9.04K - $11K
|
700
$12.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304New |
$3.93K - $4.8K
|
304
$5.28K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
150New |
$1.94K - $2.37K
|
150
$2.61K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.08KNew |
$15.6K - $17K
|
1.08K
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 9.38% |
$20.8K - $22.7K
|
13.9K
$241K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
330+ 2.63% |
$4.78K - $5.22K
|
12.9K
$224K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
987+ 2.54% |
$14.3K - $15.6K
|
39.8K
$691K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
169New |
$2.45K - $2.67K
|
169
$2.94K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
137+ 0.9% |
$1.98K - $2.17K
|
15.4K
$267K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 2.46% |
$796 - $870
|
2.29K
$39.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.48K+ 29.32% |
$63.1K - $71.7K
|
19.8K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.11KNew |
$43.9K - $49.9K
|
3.11K
$54.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$14.1K - $16K
|
1K
$17.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
553New |
$7.8K - $8.86K
|
553
$9.61K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-101- 12.66% |
$1.42K - $1.62K
|
697
$12.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.74K- 81.89% |
$24.5K - $27.9K
|
385
$6.69K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.17K- 4.6% |
$76.8K - $93.7K
|
107K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-400Closed |
$5.94K - $7.24K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21KNew |
$312K - $380K
|
21K
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
755New |
$11.2K - $13.7K
|
755
$13.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.9KNew |
$295K - $360K
|
19.9K
$345K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$2.97K - $3.62K
|
200
$3.47K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 94.44% |
$25.2K - $30.8K
|
100
$1.74K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
62New |
$920 - $1.12K
|
62
$1.08K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
915New |
$13.7K - $15.6K
|
915
$15.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 3.07% |
$255 - $289
|
570
$9.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 1.56% |
$420 - $477
|
1.82K
$31.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.66KNew |
$39.9K - $45.3K
|
2.66K
$46.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$30 - $34
|
2
$34.7
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
297New |
$4.45K - $5.05K
|
297
$5.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
200New |
$3K - $3.4K
|
200
$3.47K
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.05K- 12.46% |
$30.7K - $34.9K
|
14.4K
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.1KNew |
$317K - $360K
|
21.1K
$367K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
541New |
$8.11K - $9.21K
|
541
$9.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.7K- 98.61% |
$203K - $243K
|
179
$3.11K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$6.37K - $7.62K
|
400
$6.95K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2.76K- 2.53% |
$43.9K - $52.6K
|
106K
$1.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-334- 99.4% |
$5.32K - $6.37K
|
2
$34.7
|
|