Purchases and Sales Made in Q3 2024 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.6K+ 11.26% |
$941K - $1.07M
|
559K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 86.16% |
$470K - $535K
|
61.1K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
26.9KNew |
$448K - $509K
|
26.9K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
23.5KNew |
$391K - $445K
|
23.5K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
16K+ 2.96% |
$266K - $302K
|
556K
$9.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9KNew |
$181K - $206K
|
10.9K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 3.82% |
$176K - $200K
|
288K
$4.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.2KNew |
$170K - $193K
|
10.2K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.21K+ 40.34% |
$120K - $136K
|
25.1K
$414K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5KNew |
$83.2K - $94.6K
|
5K
$82.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.42K+ 2.0% |
$56.9K - $64.6K
|
175K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$55.7K - $63.3K
|
3.35K
$55.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.78K+ 2.22% |
$29.6K - $33.6K
|
81.8K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.17K+ 1.51% |
$19.5K - $22.1K
|
78.6K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
950New |
$15.8K - $18K
|
950
$15.7K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
483+ 3.1% |
$8.04K - $9.13K
|
16.1K
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
317+ 0.75% |
$5.27K - $5.99K
|
42.4K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
150+ 0.12% |
$2.5K - $2.84K
|
127K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 2.16% |
$333 - $378
|
948
$15.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.19% |
$183 - $208
|
514
$8.49K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 16.67% |
$6.24K - $7.09K
|
1.88K
$31K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-477- 1.06% |
$7.94K - $9.02K
|
44.4K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-554- 0.47% |
$9.22K - $10.5K
|
118K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-582- 5.03% |
$9.68K - $11K
|
11K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.27K- 4.23% |
$21.2K - $24.1K
|
28.9K
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.35K- 4.38% |
$22.5K - $25.6K
|
29.5K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 76.15% |
$29.2K - $33.1K
|
549
$9.07K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.97K- 2.1% |
$32.7K - $37.2K
|
91.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.75K- 10.97% |
$45.8K - $52.1K
|
22.4K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 6.09% |
$46K - $52.3K
|
42.6K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.79K- 1.26% |
$46.3K - $52.7K
|
219K
$3.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.42K- 15.37% |
$56.9K - $64.7K
|
18.8K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 7.7% |
$67.3K - $76.5K
|
48.5K
$801K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.06K- 4.35% |
$117K - $133K
|
155K
$2.56M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-11.6K- 9.36% |
$194K - $220K
|
113K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.4K- 12.33% |
$572K - $650K
|
244K
$4.03M
|