Purchases and Sales Made in Q4 2024 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107KNew |
$1.76M - $2.07M
|
107K
$1.82M
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$563K - $664K
|
34.4K
$582K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.5KNew |
$434K - $512K
|
26.5K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.3K+ 3.84% |
$349K - $412K
|
578K
$9.78M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$338K - $399K
|
20.6K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.5K+ 10.58% |
$303K - $357K
|
193K
$3.27M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18.1KNew |
$296K - $349K
|
18.1K
$306K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 6.56% |
$262K - $309K
|
260K
$4.4M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 9.83% |
$250K - $294K
|
170K
$2.88M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 6.53% |
$234K - $276K
|
233K
$3.94M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5KNew |
$172K - $203K
|
10.5K
$178K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.62KNew |
$125K - $147K
|
7.62K
$129K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1K+ 1.27% |
$116K - $137K
|
566K
$9.58M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.53K+ 12.22% |
$57.7K - $68.1K
|
32.4K
$548K
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
3.2K+ 2.52% |
$52.4K - $61.8K
|
130K
$2.2M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.68KNew |
$43.8K - $51.7K
|
2.68K
$45.3K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.65KNew |
$43.4K - $51.1K
|
2.65K
$44.8K
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.38KNew |
$39K - $46K
|
2.38K
$40.3K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.55KNew |
$25.4K - $29.9K
|
1.55K
$26.2K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 2.74% |
$19.9K - $23.5K
|
45.7K
$772K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
867New |
$14.2K - $16.7K
|
867
$14.7K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
728+ 4.53% |
$11.9K - $14.1K
|
16.8K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
550New |
$9K - $10.6K
|
550
$9.31K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
534+ 56.33% |
$8.74K - $10.3K
|
1.48K
$25.1K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
525New |
$8.59K - $10.1K
|
525
$8.88K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 0.4% |
$2.39K - $2.82K
|
36.9K
$625K
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
110+ 0.62% |
$1.8K - $2.12K
|
18K
$304K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 0.21% |
$1.44K - $1.7K
|
42.7K
$723K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.14% |
$180 - $212
|
525
$8.88K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122- 0.41% |
$2K - $2.35K
|
29.4K
$498K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-277- 0.45% |
$4.53K - $5.35K
|
60.8K
$1.03M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-325- 5.91% |
$5.32K - $6.27K
|
5.18K
$87.6K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 12.99% |
$6.55K - $7.72K
|
2.68K
$45.3K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-650- 2.59% |
$10.6K - $12.5K
|
24.4K
$414K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.35K- 6.05% |
$22.1K - $26.1K
|
21K
$355K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.68K- 2.14% |
$27.5K - $32.5K
|
76.9K
$1.3M
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-1.79K- 6.66% |
$29.4K - $34.6K
|
25.1K
$425K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 11.2% |
$34.5K - $40.7K
|
16.7K
$283K
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3K- 12.76% |
$49.1K - $57.9K
|
20.5K
$347K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-6.65K- 5.9% |
$109K - $128K
|
106K
$1.79M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.6K- 15.76% |
$304K - $358K
|
99.2K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.3K- 7.42% |
$349K - $412K
|
266K
$4.51M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.6K- 58.17% |
$403K - $476K
|
17.7K
$300K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53.4K- 58.26% |
$874K - $1.03M
|
38.3K
$647K
|