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, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.17K- 4.6% |
$76.8K - $93.7K
|
107K
$1.7M
|
|
|
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
$332K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.9KNew |
$295K - $360K
|
19.9K
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$2.97K - $3.62K
|
200
$3.16K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 94.44% |
$25.2K - $30.8K
|
100
$1.58K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
62New |
$920 - $1.12K
|
62
$980
|
|
| 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
$14.5K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 3.07% |
$255 - $289
|
570
$9.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 1.56% |
$420 - $477
|
1.82K
$28.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.66KNew |
$39.9K - $45.3K
|
2.66K
$42.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$30 - $34
|
2
$31.6
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
200New |
$3K - $3.4K
|
200
$3.16K
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.05K- 12.46% |
$30.7K - $34.9K
|
14.4K
$228K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.1KNew |
$317K - $360K
|
21.1K
$334K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
541New |
$8.11K - $9.21K
|
541
$8.55K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.7K- 98.61% |
$203K - $243K
|
179
$2.83K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400New |
$6.37K - $7.62K
|
400
$6.32K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2.76K- 2.53% |
$43.9K - $52.6K
|
106K
$1.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-334- 99.4% |
$5.32K - $6.37K
|
2
$31.6
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1KClosed |
$16.3K - $19.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.72KClosed |
$28.1K - $33.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-13.7KClosed |
$223K - $268K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.25KNew |
$151K - $181K
|
9.25K
$146K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
7.22KNew |
$118K - $142K
|
7.22K
$114K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.46KClosed |
$23.8K - $28.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
164New |
$2.68K - $3.22K
|
164
$2.59K
|
|
| Q1 2022 | |||||||
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-500Closed |
$8.82K - $10.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-16.5KClosed |
$291K - $345K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.02KClosed |
$35.5K - $42.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-4.03KClosed |
$71K - $84K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.8KClosed |
$31.7K - $37.6K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9.77KClosed |
$172K - $204K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-745Closed |
$13.1K - $15.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.22KClosed |
$24.6K - $26.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-2KClosed |
$40.4K - $44K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-136Closed |
$2.74K - $2.99K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16KClosed |
$337K - $352K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-27KClosed |
$568K - $593K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$2.11M - $2.2M
|
100K
$1.58M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17.5KClosed |
$368K - $384K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
400New |
$8.11K - $8.7K
|
400
$6.32K
|
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1Closed |
$20.3 - $21.8
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-2KClosed |
$40.6K - $43.5K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.63KClosed |
$33K - $35.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-62Closed |
$1.14K - $1.28K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-18.2KClosed |
$334K - $376K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.5KClosed |
$27.6K - $31K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.4KClosed |
$376K - $423K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.68KClosed |
$49.3K - $55.4K
|
0
$0
|
|