Purchases and Sales Made in Q1 2024 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q1 2024. 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
43.8K+ 12.69% |
$673K - $731K
|
389K
$6.76M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
26.3K+ 65.52% |
$404K - $439K
|
66.4K
$1.15M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.3KNew |
$389K - $422K
|
25.3K
$439K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 9.81% |
$377K - $410K
|
275K
$4.77M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.4K+ 6.49% |
$206K - $224K
|
220K
$3.83M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$201K - $218K
|
13.1K
$227K
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
12K+ 10.53% |
$184K - $199K
|
125K
$2.18M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6K+ 54.87% |
$178K - $194K
|
32.8K
$569K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 36.09% |
$160K - $174K
|
39.3K
$683K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.57K+ 3.87% |
$132K - $143K
|
230K
$4M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.79K+ 1.41% |
$104K - $113K
|
487K
$8.46M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.05K+ 3.85% |
$93K - $101K
|
163K
$2.83M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.26K+ 10.14% |
$65.4K - $71K
|
46.2K
$803K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.92K+ 3.63% |
$60.3K - $65.5K
|
112K
$1.95M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.47KNew |
$53.3K - $57.8K
|
3.47K
$60.2K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.09K+ 10.49% |
$32.1K - $34.8K
|
22K
$382K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.82K+ 5.18% |
$27.9K - $30.3K
|
36.9K
$641K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.56K+ 2.03% |
$24K - $26.1K
|
78.7K
$1.37M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51K+ 87.67% |
$23.2K - $25.2K
|
3.23K
$56.1K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.34K+ 4.18% |
$20.6K - $22.3K
|
33.3K
$579K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.24KNew |
$19.1K - $20.7K
|
1.24K
$21.5K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
960New |
$14.8K - $16K
|
960
$16.7K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
907New |
$13.9K - $15.1K
|
907
$15.8K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
780New |
$12K - $13K
|
780
$13.5K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$7.69K - $8.35K
|
500
$8.69K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$3.07K - $3.34K
|
200
$3.47K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
137+ 0.18% |
$2.11K - $2.29K
|
77.4K
$1.34M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42+ 0.37% |
$646 - $701
|
11.4K
$198K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.29% |
$169 - $184
|
492
$8.55K
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9+ 0.06% |
$138 - $150
|
14.8K
$257K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-290- 1.5% |
$4.46K - $4.84K
|
19.1K
$331K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 8.88% |
$4.61K - $5.01K
|
3.08K
$53.5K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-400- 50.0% |
$6.15K - $6.68K
|
400
$6.95K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-450- 47.32% |
$6.92K - $7.51K
|
501
$8.7K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-619- 5.81% |
$9.51K - $10.3K
|
10K
$174K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-900- 7.39% |
$13.8K - $15K
|
11.3K
$196K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.39K- 7.54% |
$21.4K - $23.2K
|
17.1K
$296K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-4.63K- 3.56% |
$71.1K - $77.3K
|
126K
$2.18M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.83K- 36.36% |
$74.2K - $80.5K
|
8.45K
$147K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.44K- 15.74% |
$83.7K - $90.9K
|
29.1K
$506K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.7K- 54.92% |
$103K - $112K
|
5.5K
$95.5K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.49K- 11.6% |
$115K - $125K
|
57.1K
$991K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.1K- 46.75% |
$171K - $186K
|
12.7K
$220K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 3.09% |
$239K - $259K
|
487K
$8.46M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-61.7K- 26.1% |
$949K - $1.03M
|
175K
$3.04M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-254K- 52.5% |
$3.91M - $4.24M
|
230K
$4M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-254K- 52.5% |
$3.91M - $4.24M
|
230K
$4M
|