Purchases and Sales Made in Q1 2025 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q1 2025. 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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
70.3KNew |
$1.15M - $1.25M
|
70.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
52.9K+ 153.7% |
$867K - $937K
|
87.3K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.2K+ 19.85% |
$758K - $820K
|
279K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38K+ 62.49% |
$623K - $674K
|
98.8K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 6.28% |
$595K - $643K
|
614K
$9.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3KNew |
$431K - $466K
|
26.3K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.1KNew |
$429K - $463K
|
26.1K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6KNew |
$224K - $242K
|
13.6K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 7.46% |
$209K - $225K
|
183K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9KNew |
$179K - $193K
|
10.9K
$175K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
9.44K+ 52.49% |
$155K - $167K
|
27.4K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.88K+ 8.96% |
$146K - $157K
|
108K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.39K+ 5.95% |
$105K - $113K
|
114K
$1.82M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.35KNew |
$104K - $113K
|
6.35K
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.21KNew |
$52.7K - $56.9K
|
3.21K
$51.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$29.5K - $31.9K
|
1.8K
$28.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.75K+ 0.31% |
$28.7K - $31.1K
|
568K
$9.1M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
1.55K+ 6.18% |
$25.5K - $27.5K
|
26.7K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.5KNew |
$24.6K - $26.6K
|
1.5K
$24K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
765+ 2.36% |
$12.5K - $13.6K
|
33.1K
$531K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
702+ 6.68% |
$11.5K - $12.4K
|
11.2K
$180K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
600+ 1.62% |
$9.84K - $10.6K
|
37.5K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
550+ 20.52% |
$9.02K - $9.75K
|
3.23K
$51.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
120+ 0.41% |
$1.97K - $2.13K
|
29.5K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
21+ 1.42% |
$344 - $372
|
1.5K
$24.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
18+ 0.02% |
$295 - $319
|
106K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 50.0% |
$1.64K - $1.77K
|
100
$1.6K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-172- 6.43% |
$2.82K - $3.05K
|
2.51K
$40.1K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-220- 41.9% |
$3.61K - $3.9K
|
305
$4.89K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-269- 0.1% |
$4.41K - $4.77K
|
260K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-333- 1.26% |
$5.46K - $5.9K
|
26.2K
$419K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-450- 2.14% |
$7.38K - $7.98K
|
20.6K
$329K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550- 17.03% |
$9.02K - $9.75K
|
2.68K
$42.9K
|
|
|
May 15, 2025
Q1 2025
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.36K- 1.04% |
$22.2K - $24K
|
129K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-1.72K- 9.48% |
$28.1K - $30.4K
|
16.4K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 11.67% |
$32K - $34.6K
|
14.8K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.63K- 17.56% |
$59.4K - $64.3K
|
17K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.74K- 15.32% |
$61.4K - $66.4K
|
20.7K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 23.25% |
$67.6K - $73K
|
13.6K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.96K- 2.57% |
$81.4K - $88K
|
188K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.53K- 11.42% |
$90.7K - $98.1K
|
42.9K
$688K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.15K- 96.85% |
$101K - $109K
|
200
$3.2K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.94K- 3.36% |
$147K - $159K
|
257K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12.4K- 27.25% |
$204K - $221K
|
33.2K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-15.5K- 75.71% |
$255K - $275K
|
4.99K
$79.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 39.48% |
$277K - $299K
|
25.9K
$414K
|