Purchases and Sales Made in Q4 2023 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q4 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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 118.67% |
$3.4M - $4.15M
|
484K
$8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
70.4K+ 25.63% |
$910K - $1.11M
|
345K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.7K+ 10.77% |
$603K - $736K
|
480K
$7.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
40.9K+ 56.41% |
$529K - $646K
|
114K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.4K+ 14.73% |
$392K - $479K
|
237K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.2K+ 17.1% |
$390K - $477K
|
207K
$3.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.9K+ 147.52% |
$309K - $377K
|
40.1K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.6KNew |
$253K - $309K
|
19.6K
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.9KNew |
$193K - $236K
|
14.9K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.7K+ 120.62% |
$189K - $231K
|
26.8K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 5.57% |
$171K - $208K
|
250K
$4.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 46.06% |
$143K - $175K
|
35.1K
$579K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11K+ 16.67% |
$142K - $174K
|
77.1K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.9K+ 51.98% |
$141K - $173K
|
32K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.93K+ 18.86% |
$25K - $30.5K
|
12.2K
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$22.2K - $27.1K
|
1.72K
$28.4K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.39K+ 8.15% |
$18K - $21.9K
|
18.5K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.25K+ 6.69% |
$16.1K - $19.7K
|
19.9K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
951New |
$12.3K - $15K
|
951
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
945+ 2.81% |
$12.2K - $14.9K
|
34.6K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
925+ 9.51% |
$12K - $14.6K
|
10.7K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
700New |
$9.04K - $11K
|
700
$11.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304New |
$3.93K - $4.8K
|
304
$5.02K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
284+ 0.68% |
$3.67K - $4.48K
|
42K
$693K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
150New |
$1.94K - $2.37K
|
150
$2.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92New |
$1.19K - $1.45K
|
92
$1.52K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92New |
$1.19K - $1.45K
|
92
$1.52K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
64+ 15.35% |
$827 - $1.01K
|
481
$7.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$12.9 - $15.8
|
10.3K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-379- 3.23% |
$4.9K - $5.98K
|
11.4K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-433- 3.16% |
$5.59K - $6.83K
|
13.3K
$219K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-647- 0.49% |
$8.36K - $10.2K
|
130K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-925- 3.74% |
$12K - $14.6K
|
23.8K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.36K- 91.36% |
$17.6K - $21.5K
|
129
$2.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.97K- 2.68% |
$38.4K - $46.9K
|
108K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.8K- 17.32% |
$49.1K - $60K
|
18.1K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.99K- 15.86% |
$51.6K - $63K
|
21.2K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.26K- 18.05% |
$55.1K - $67.3K
|
19.4K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.45K- 23.11% |
$57.5K - $70.3K
|
14.8K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.5K- 26.95% |
$58.1K - $71K
|
12.2K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.93K- 4.81% |
$102K - $125K
|
157K
$2.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.9K- 29.26% |
$154K - $188K
|
28.9K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 23.27% |
$253K - $309K
|
64.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-363K- 42.85% |
$4.69M - $5.73M
|
484K
$8M
|