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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.65KNew |
$43.4K - $51.1K
|
2.65K
$42.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53.4K- 58.26% |
$874K - $1.03M
|
38.3K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.55KNew |
$25.4K - $29.9K
|
1.55K
$24.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.68K- 2.14% |
$27.5K - $32.5K
|
76.9K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
867New |
$14.2K - $16.7K
|
867
$13.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.38KNew |
$39K - $46K
|
2.38K
$38.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.14% |
$180 - $212
|
525
$8.41K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-325- 5.91% |
$5.32K - $6.27K
|
5.18K
$82.9K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
12.2KNew |
$202K - $230K
|
12.2K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
950New |
$15.8K - $18K
|
950
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 76.15% |
$29.2K - $33.1K
|
549
$8.79K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 16.67% |
$6.24K - $7.09K
|
1.88K
$30K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$55.7K - $63.3K
|
3.35K
$53.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5KNew |
$83.2K - $94.6K
|
5K
$80.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2KNew |
$170K - $193K
|
10.2K
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 2.22% |
$29.6K - $33.6K
|
81.8K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-582- 5.03% |
$9.68K - $11K
|
11K
$176K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17- 0.13% |
$262 - $290
|
12.7K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 17.52% |
$22.8K - $25.3K
|
6.97K
$112K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
600+ 5.32% |
$9.23K - $10.2K
|
11.9K
$190K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-35.3K- 53.23% |
$544K - $604K
|
31K
$497K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
396New |
$6.09K - $6.76K
|
396
$6.34K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9- 0.06% |
$139 - $154
|
14.8K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-140- 8.24% |
$2.15K - $2.39K
|
1.56K
$25K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.24KNew |
$19.1K - $20.7K
|
1.24K
$19.9K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-450- 47.32% |
$6.92K - $7.51K
|
501
$8.03K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
780New |
$12K - $13K
|
780
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$201K - $218K
|
13.1K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-290- 1.5% |
$4.46K - $4.84K
|
19.1K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$7.69K - $8.35K
|
500
$8.01K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
960New |
$14.8K - $16K
|
960
$15.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-400- 50.0% |
$6.15K - $6.68K
|
400
$6.41K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.47KNew |
$53.3K - $57.8K
|
3.47K
$55.5K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92New |
$1.19K - $1.45K
|
92
$1.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.36K- 91.36% |
$17.6K - $21.5K
|
129
$2.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
700New |
$9.04K - $11K
|
700
$11.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304New |
$3.93K - $4.8K
|
304
$4.87K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
150New |
$1.94K - $2.37K
|
150
$2.4K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.08KNew |
$15.6K - $17K
|
1.08K
$17.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
987+ 2.54% |
$14.3K - $15.6K
|
39.8K
$637K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
169New |
$2.45K - $2.67K
|
169
$2.71K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
137+ 0.9% |
$1.98K - $2.17K
|
15.4K
$247K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 2.46% |
$796 - $870
|
2.29K
$36.7K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$14.1K - $16K
|
1K
$16K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.11KNew |
$43.9K - $49.9K
|
3.11K
$49.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
553New |
$7.8K - $8.86K
|
553
$8.86K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-101- 12.66% |
$1.42K - $1.62K
|
697
$11.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.74K- 81.89% |
$24.5K - $27.9K
|
385
$6.17K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.17K- 4.6% |
$76.8K - $93.7K
|
107K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-400Closed |
$5.94K - $7.24K
|
0
$0
|
|