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 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
|
Ota Financial Group L.P.
|
SELL
|
- |
-14.5KClosed |
$260K - $287K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-715Closed |
$12.8K - $14.1K
|
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
$268K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-400- 42.11% |
$4K - $9.63K
|
550
$8.81K
|
|
|
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
$4.07K
|
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.44K- 60.16% |
$53.3K - $59.3K
|
1.61K
$25.9K
|
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-11.2KClosed |
$244K - $272K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-945Closed |
$20.7K - $23K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.55KClosed |
$143K - $159K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.41KClosed |
$184K - $205K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 08, 2019
Q3 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.5KClosed |
$34.5K - $36.5K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-605Closed |
$13.5K - $14.3K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-283Closed |
$6.32K - $6.69K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.8KClosed |
$40.2K - $42.5K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Old National Bancorp
|
SELL
|
- |
-9.51KClosed |
$212K - $225K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-180Closed |
$4.02K - $4.25K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.9KClosed |
$208K - $247K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-15.5KClosed |
$297K - $352K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.4KClosed |
$26.8K - $31.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 26, 2019
Q4 2018
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-525Closed |
$9.11K - $11.5K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$181K - $227K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Oakworth Capital, Inc.
|
SELL
|
- |
-100Closed |
$1.74K - $2.18K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
34+ 2.14% |
$590 - $742
|
1.62K
$26K
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$290K - $365K
|
16.7K
$268K
|
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.47KClosed |
$25.5K - $32K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 16, 2018
Q3 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-4.1KClosed |
$88K - $92.9K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8.87KClosed |
$190K - $201K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-500Closed |
$10.7K - $11.3K
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-49Closed |
$1.05K - $1.11K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-232Closed |
$4.69K - $5.07K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Sound Income Strategies, LLC
|
SELL
|
- |
-750- 25.86% |
$15.2K - $16.4K
|
2.15K
$34.4K
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1KClosed |
$20.2K - $21.9K
|
0
$0
|
|