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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
301KNew |
$5.3M - $6.27M
|
301K
$5.04M
|
|
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 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-800Closed |
$14.1K - $16.7K
|
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 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.3KNew |
$27.4K - $28.6K
|
1.3K
$21.8K
|
|
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
$1.68M
|
|
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
$6.71K
|
|
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
|
|
Apr 06, 2021
Q1 2021
|
Spence Asset Management
|
SELL
|
- |
-332Closed |
$6.11K - $6.86K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-637Closed |
$11.4K - $12.6K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-62.4KClosed |
$1.12M - $1.23M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-618Closed |
$11.1K - $12.2K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-947Closed |
$17K - $18.7K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200Closed |
$3.59K - $3.96K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.6KClosed |
$388K - $427K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-715Closed |
$12.8K - $14.1K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.5KClosed |
$260K - $287K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-400Closed |
$7.19K - $7.91K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-5Closed |
$92.5 - $107
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-65.6KClosed |
$1.21M - $1.41M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-800Closed |
$14.8K - $17.2K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-250Closed |
$3.39K - $5.14K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.4KClosed |
$141K - $213K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-25K- 59.92% |
$339K - $514K
|
16.7K
$280K
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 42.11% |
$4K - $9.63K
|
550
$9.22K
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-250Closed |
$2.5K - $6.02K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-21.4KClosed |
$214K - $515K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-41.7KClosed |
$417K - $1M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.59KClosed |
$15.9K - $38.4K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-20.1KClosed |
$201K - $484K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
254New |
$5.56K - $6.18K
|
254
$4.26K
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.44K- 60.16% |
$53.3K - $59.3K
|
1.61K
$27.1K
|