Purchases and Sales Made in Q2 2024 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
151K+ 38.94% |
$2.33M - $2.59M
|
540K
$8.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
90.4K+ 2800.87% |
$1.39M - $1.54M
|
93.6K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
56.8K+ 25.78% |
$874K - $970K
|
277K
$4.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.1K+ 67.52% |
$279K - $309K
|
44.9K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 3.19% |
$239K - $265K
|
502K
$8.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.85K+ 78.21% |
$121K - $134K
|
17.9K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.3K+ 5.62% |
$96.9K - $108K
|
118K
$1.95M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.85K+ 19.17% |
$74.6K - $82.8K
|
30.1K
$498K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.69K+ 1.34% |
$56.8K - $63.1K
|
279K
$4.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.75K+ 7.0% |
$42.3K - $47K
|
42K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.3KNew |
$35.4K - $39.3K
|
2.3K
$38K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25KNew |
$34.6K - $38.4K
|
2.25K
$37.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.76K+ 6.03% |
$27K - $30K
|
30.9K
$510K
|
|
|
Jul 23, 2024
Q2 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
1.4K+ 1.12% |
$21.5K - $23.9K
|
127K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 1.72% |
$20.8K - $23.1K
|
80.1K
$1.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
600+ 5.32% |
$9.23K - $10.2K
|
11.9K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
396New |
$6.09K - $6.76K
|
396
$6.54K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
275+ 1.25% |
$4.23K - $4.7K
|
22.2K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
172+ 1.51% |
$2.65K - $2.94K
|
11.6K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31+ 0.09% |
$477 - $529
|
32.8K
$542K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 2.32% |
$323 - $359
|
928
$15.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.24% |
$169 - $188
|
503
$8.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$15.4 - $17.1
|
10.3K
$171K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9- 0.06% |
$139 - $154
|
14.8K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17- 0.13% |
$262 - $290
|
12.7K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100- 0.27% |
$1.54K - $1.71K
|
36.8K
$608K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-140- 8.24% |
$2.15K - $2.39K
|
1.56K
$25.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-270- 1.49% |
$4.16K - $4.61K
|
17.9K
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-789- 0.48% |
$12.1K - $13.5K
|
162K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-799- 1.73% |
$12.3K - $13.6K
|
45.4K
$750K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.18K- 0.94% |
$18.2K - $20.2K
|
124K
$2.05M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.46K- 8.57% |
$22.5K - $25K
|
15.6K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 17.52% |
$22.8K - $25.3K
|
6.97K
$115K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.54K- 2.03% |
$54.5K - $60.5K
|
171K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.54K- 7.96% |
$69.9K - $77.5K
|
52.5K
$868K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.2K- 24.62% |
$126K - $140K
|
25.1K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.57K- 3.73% |
$132K - $146K
|
221K
$3.66M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.57K- 3.73% |
$132K - $146K
|
221K
$3.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-35.3K- 53.23% |
$544K - $604K
|
31K
$513K
|