Purchases and Sales Made in Q2 2023 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.2K+ 44.26% |
$1.3M - $1.48M
|
301K
$4.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
38.7K+ 119.55% |
$545K - $620K
|
71K
$1.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.4K+ 138.18% |
$429K - $488K
|
52.5K
$867K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 11.9% |
$243K - $276K
|
162K
$2.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 15.86% |
$214K - $244K
|
111K
$1.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
12.6KNew |
$177K - $201K
|
12.6K
$208K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10KNew |
$141K - $160K
|
10K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 85.22% |
$88.9K - $101K
|
13.7K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.48K+ 29.32% |
$63.1K - $71.7K
|
19.8K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.83K+ 12.97% |
$54.1K - $61.4K
|
33.4K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.11KNew |
$43.9K - $49.9K
|
3.11K
$51.4K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.21K+ 7.8% |
$31.1K - $35.3K
|
30.5K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 4.0% |
$26.7K - $30.4K
|
49.3K
$814K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.15K+ 17.88% |
$16.2K - $18.4K
|
7.55K
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$14.1K - $16K
|
1K
$16.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
640+ 0.49% |
$9.02K - $10.3K
|
131K
$2.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
553New |
$7.8K - $8.86K
|
553
$9.14K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$7.05K - $8.01K
|
500
$8.26K
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
270+ 1.31% |
$3.81K - $4.33K
|
20.9K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
262+ 0.65% |
$3.69K - $4.2K
|
40.7K
$673K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
245+ 1.17% |
$3.45K - $3.92K
|
21.1K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223+ 0.89% |
$3.14K - $3.57K
|
25.2K
$416K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 2.52% |
$776 - $881
|
2.23K
$36.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 0.06% |
$197 - $224
|
22.1K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-101- 12.66% |
$1.42K - $1.62K
|
697
$11.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-138- 0.56% |
$1.95K - $2.21K
|
24.3K
$402K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-167- 0.51% |
$2.35K - $2.68K
|
32.5K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-290- 1.86% |
$4.09K - $4.65K
|
15.3K
$253K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-388- 0.99% |
$5.47K - $6.22K
|
38.8K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-500- 2.99% |
$7.05K - $8.01K
|
16.3K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.27K- 0.14% |
$17.9K - $20.3K
|
875K
$14.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.59K- 9.46% |
$22.5K - $25.5K
|
15.3K
$252K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.74K- 81.89% |
$24.5K - $27.9K
|
385
$6.36K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.91K- 7.37% |
$26.9K - $30.6K
|
24K
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.92K- 11.63% |
$41.2K - $46.8K
|
22.2K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.51K- 1.77% |
$49.4K - $56.2K
|
194K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 11.07% |
$71.5K - $81.3K
|
40.8K
$674K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.18K- 2.86% |
$87.1K - $98.9K
|
210K
$3.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-6.23K- 7.86% |
$87.8K - $99.8K
|
73.1K
$1.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.5K- 27.33% |
$148K - $168K
|
27.9K
$461K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 55.88% |
$231K - $262K
|
12.9K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.4K- 13.67% |
$301K - $342K
|
135K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-58.5K- 15.51% |
$825K - $937K
|
319K
$5.26M
|