Purchases and Sales Made in Q1 2023 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q1 2023. The information is specifically focused on institutions that hold shares of JOHN HANCOCK PREFERRED INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.7K+ 77.11% |
$1.35M - $1.64M
|
208K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
39.2KNew |
$582K - $710K
|
39.2K
$647K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21KNew |
$312K - $380K
|
21K
$347K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.9KNew |
$295K - $360K
|
19.9K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.06K+ 5.89% |
$120K - $146K
|
145K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.41KNew |
$95.1K - $116K
|
6.41K
$106K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.13K+ 22.14% |
$76.1K - $92.8K
|
28.3K
$467K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.97K+ 12.16% |
$73.8K - $90K
|
45.8K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.32K+ 1.16% |
$64.1K - $78.2K
|
377K
$6.23M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.76K+ 13.01% |
$55.8K - $68.1K
|
32.7K
$539K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.26K+ 17.35% |
$48.3K - $59K
|
22K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.24K+ 1.52% |
$48K - $58.6K
|
216K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.79K+ 12.61% |
$41.4K - $50.5K
|
24.9K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.91K+ 7.97% |
$28.4K - $34.7K
|
25.9K
$428K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
755New |
$11.2K - $13.7K
|
755
$12.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
525+ 0.67% |
$7.79K - $9.51K
|
79.3K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$2.97K - $3.62K
|
200
$3.3K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
102+ 0.25% |
$1.51K - $1.85K
|
40.9K
$675K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
62New |
$920 - $1.12K
|
62
$1.02K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
37+ 0.18% |
$549 - $670
|
20.9K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31+ 1.44% |
$460 - $561
|
2.18K
$36K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.03% |
$104 - $127
|
22.1K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 0.01% |
$44.5 - $54.3
|
38.4K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-50- 0.31% |
$742 - $906
|
16.1K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-192- 0.78% |
$2.85K - $3.48K
|
24.5K
$404K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-285- 1.66% |
$4.23K - $5.16K
|
16.9K
$278K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-302- 0.74% |
$4.48K - $5.47K
|
40.5K
$669K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-350- 2.05% |
$5.19K - $6.34K
|
16.8K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-400Closed |
$5.94K - $7.24K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-486- 1.63% |
$7.21K - $8.8K
|
29.3K
$484K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-744- 25.92% |
$11K - $13.5K
|
2.13K
$35.1K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-821- 0.62% |
$12.2K - $14.9K
|
131K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-900- 4.18% |
$13.4K - $16.3K
|
20.6K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 12.24% |
$15.3K - $18.7K
|
7.4K
$122K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.37K- 4.43% |
$20.3K - $24.8K
|
29.6K
$489K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.61K- 2.04% |
$23.9K - $29.2K
|
77.5K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.7K- 94.44% |
$25.2K - $30.8K
|
100
$1.65K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 3.81% |
$27.9K - $34K
|
47.4K
$783K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.01K- 10.72% |
$44.7K - $54.6K
|
25.1K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.2K- 17.0% |
$47.5K - $58K
|
15.6K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.03K- 2.51% |
$59.8K - $73K
|
156K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.97K- 10.85% |
$73.8K - $90K
|
40.9K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.17K- 4.6% |
$76.8K - $93.7K
|
107K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.5K- 14.68% |
$245K - $299K
|
95.9K
$1.58M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20.8K- 28.5% |
$308K - $376K
|
52.1K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-27.8K- 64.58% |
$413K - $504K
|
15.3K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-30.8K- 48.76% |
$457K - $558K
|
32.4K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.3K- 4.71% |
$642K - $783K
|
876K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-46.8K- 19.12% |
$694K - $848K
|
198K
$3.27M
|