Institutional Ownership John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 3.94 Million shares, which have been reported (via 13F filing form) to have a value of $65.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,680
shares
|
$44,729
0.0% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,150
shares
|
$35,883
0.0% of portfolio
|
Q2 2018
Reduced 25.86%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$33,380
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,821
shares
|
$30,392
0.0% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,560
shares
|
$26,036
0.01% of portfolio
|
Q2 2024
Reduced 8.24%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$25,035
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,355
shares
|
$22,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$16,690
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
950
shares
|
$15,855
0.0% of portfolio
|
Q1 2020
Reduced 42.11%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
867
shares
|
$14,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
825
shares
|
$13,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
697
shares
|
$11,632
0.01% of portfolio
|
Q2 2023
Reduced 12.66%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
553
shares
|
$9,229
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
550
shares
|
$9,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
549
shares
|
$9,162
0.0% of portfolio
|
Q3 2024
Reduced 76.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
525
shares
|
$8,762
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
500
shares
|
$8,345
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
451
shares
|
$7,527
0.0% of portfolio
|
Q2 2025
Reduced 82.0%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
400
shares
|
$6,676
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
390
shares
|
$6,509
0.0% of portfolio
|
Q2 2025
Added 95.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
385
shares
|
$6,425
0.0% of portfolio
|
Q2 2023
Reduced 81.89%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
350
shares
|
$5,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
304
shares
|
$5,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
164
shares
|
$2,737
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|