Purchases and Sales Made in Q3 2023 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 44.19% |
$1.92M - $2.1M
|
433K
$7.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
41.7K+ 30.88% |
$603K - $659K
|
177K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.8K+ 70.63% |
$504K - $550K
|
84.1K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 13.14% |
$399K - $435K
|
237K
$4.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.7K+ 26.02% |
$198K - $216K
|
66.1K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.7K+ 6.03% |
$170K - $185K
|
206K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.81K+ 1.73% |
$40.6K - $44.4K
|
165K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 21.5% |
$31.1K - $34K
|
12.2K
$210K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.49KNew |
$21.6K - $23.6K
|
1.49K
$25.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.44K+ 6.47% |
$20.8K - $22.7K
|
23.6K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15K+ 3.54% |
$16.7K - $18.2K
|
33.6K
$582K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.08KNew |
$15.6K - $17K
|
1.08K
$18.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.04K+ 4.95% |
$15K - $16.4K
|
21.9K
$379K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
987+ 2.54% |
$14.3K - $15.6K
|
39.8K
$688K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
922+ 2.26% |
$13.3K - $14.6K
|
41.7K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
426+ 1.75% |
$6.16K - $6.74K
|
24.8K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
330+ 2.63% |
$4.78K - $5.22K
|
12.9K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
217+ 108.5% |
$3.14K - $3.43K
|
417
$7.21K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
169New |
$2.45K - $2.67K
|
169
$2.92K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
137+ 0.9% |
$1.98K - $2.17K
|
15.4K
$266K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55+ 2.46% |
$796 - $870
|
2.29K
$39.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48+ 0.12% |
$695 - $759
|
40.8K
$706K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42- 0.04% |
$608 - $664
|
111K
$1.92M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-137- 0.18% |
$1.98K - $2.17K
|
77.3K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-167- 1.04% |
$2.42K - $2.64K
|
15.9K
$275K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-258- 0.33% |
$3.73K - $4.08K
|
77.3K
$1.34M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-461- 0.35% |
$6.67K - $7.29K
|
131K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-475- 0.65% |
$6.87K - $7.51K
|
72.6K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 9.13% |
$17.1K - $18.7K
|
11.7K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 9.38% |
$20.8K - $22.7K
|
13.9K
$240K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.49K- 11.78% |
$36K - $39.4K
|
18.6K
$322K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.89K- 13.03% |
$41.7K - $45.6K
|
19.3K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6K- 36.92% |
$86.8K - $94.9K
|
10.3K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.4K- 37.02% |
$179K - $196K
|
21K
$364K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.4K- 44.04% |
$194K - $212K
|
17.1K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.2K- 65.16% |
$263K - $288K
|
9.73K
$168K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.1K- 3.1% |
$392K - $428K
|
848K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-43.8K- 13.74% |
$633K - $692K
|
275K
$4.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-54.8K- 77.19% |
$793K - $867K
|
16.2K
$280K
|