Purchases and Sales Made in Q4 2022 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112KNew |
$1.68M - $1.91M
|
112K
$1.86M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
72.9KNew |
$1.09M - $1.24M
|
72.9K
$1.2M
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
63.1KNew |
$947K - $1.07M
|
63.1K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.6K+ 18.75% |
$579K - $658K
|
245K
$4.04M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.3K+ 23.28% |
$454K - $515K
|
160K
$2.65M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
23.9K+ 6.84% |
$358K - $406K
|
373K
$6.16M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.9K+ 24.24% |
$344K - $391K
|
118K
$1.94M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
22.1KNew |
$332K - $377K
|
22.1K
$366K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
21.1KNew |
$317K - $360K
|
21.1K
$349K
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
17K+ 65.08% |
$255K - $289K
|
43.1K
$712K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 6.29% |
$188K - $214K
|
212K
$3.51M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.07K+ 12.44% |
$76.1K - $86.4K
|
45.8K
$757K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.29K+ 5.72% |
$64.2K - $72.9K
|
79.1K
$1.31M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.11K+ 15.49% |
$46.6K - $52.9K
|
23.2K
$383K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.76KNew |
$41.4K - $47K
|
2.76K
$45.6K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.66KNew |
$39.9K - $45.3K
|
2.66K
$43.9K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.62KNew |
$24.3K - $27.6K
|
1.62K
$26.7K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 8.91% |
$23.1K - $26.2K
|
18.8K
$311K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.47K+ 21.03% |
$22K - $24.9K
|
8.43K
$139K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.45K+ 5.3% |
$21.8K - $24.7K
|
28.9K
$477K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.19K+ 3.99% |
$17.8K - $20.2K
|
30.9K
$511K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
937+ 4.71% |
$14K - $15.9K
|
20.8K
$344K
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
915New |
$13.7K - $15.6K
|
915
$15.1K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
870+ 4.86% |
$13K - $14.8K
|
18.8K
$310K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
798New |
$12K - $13.6K
|
798
$13.2K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
541New |
$8.11K - $9.21K
|
541
$8.94K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
424+ 1.53% |
$6.36K - $7.22K
|
28.1K
$464K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
400+ 2.39% |
$6K - $6.81K
|
17.1K
$283K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
297New |
$4.45K - $5.05K
|
297
$4.91K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 100.0% |
$3K - $3.4K
|
400
$6.61K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
200New |
$3K - $3.4K
|
200
$3.3K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 5.88% |
$1.5K - $1.7K
|
1.8K
$29.7K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
64+ 3.07% |
$959 - $1.09K
|
2.15K
$35.5K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
50+ 0.31% |
$750 - $851
|
16.1K
$266K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35+ 0.09% |
$525 - $596
|
40.8K
$674K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 1.56% |
$420 - $477
|
1.82K
$30.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 3.07% |
$255 - $289
|
570
$9.42K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2New |
$30 - $34
|
2
$33
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.07% |
$300 - $340
|
29.8K
$492K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-326- 10.2% |
$4.89K - $5.55K
|
2.87K
$47.4K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 19.05% |
$6K - $6.81K
|
1.7K
$28.1K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-696- 0.08% |
$10.4K - $11.8K
|
919K
$15.2M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 4.03% |
$15.1K - $17.2K
|
24K
$397K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 4.86% |
$17K - $19.3K
|
22.1K
$366K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.21K- 3.05% |
$18.1K - $20.6K
|
38.4K
$635K
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.05K- 12.46% |
$30.7K - $34.9K
|
14.4K
$238K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.17K- 1.56% |
$32.5K - $37K
|
137K
$2.26M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 5.96% |
$46.8K - $53.2K
|
49.3K
$814K
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-3.33K- 2.47% |
$49.9K - $56.7K
|
131K
$2.17M
|