Latest Institutional Transactions on John Hancock Preferred Income Fund Iii (HPS)
This table provides information on the latest institutional transactions involving John Hancock Preferred Income Fund Iii (HPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.21K- 13.76% |
$49.6K - $55.3K
|
20.1K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
57K+ 6.4% |
$882K - $983K
|
948K
$14.7M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 58.82% |
$7.74K - $8.62K
|
350
$5.43K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.61K+ 103.66% |
$40.3K - $44.9K
|
5.12K
$79.4K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
264+ 0.9% |
$4.08K - $4.55K
|
29.5K
$457K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.87K+ 3.9% |
$28.9K - $32.2K
|
49.8K
$773K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.1K- 6.2% |
$310K - $346K
|
304K
$4.71M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-679- 4.08% |
$10.5K - $11.7K
|
16K
$247K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 17.83% |
$178K - $198K
|
75.9K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 1.75% |
$220K - $245K
|
826K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.4K- 8.41% |
$68.1K - $75.9K
|
47.9K
$743K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.57K- 53.33% |
$70.7K - $78.8K
|
4K
$62K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.94K+ 7.96% |
$30.1K - $33.5K
|
26.4K
$409K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
573+ 1.54% |
$8.86K - $9.88K
|
37.8K
$587K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.48K- 7.62% |
$147K - $163K
|
115K
$1.78M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.7KNew |
$196K - $219K
|
12.7K
$197K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-409- 0.36% |
$6.33K - $7.05K
|
112K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$611K - $681K
|
39.5K
$612K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
438+ 87.6% |
$6.78K - $7.55K
|
938
$14.5K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.77K+ 5.0% |
$151K - $168K
|
205K
$3.18M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.1K+ 42.84% |
$466K - $519K
|
100K
$1.56M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-230- 1.0% |
$3.56K - $3.97K
|
22.8K
$353K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$232 - $259
|
15
$233
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
627+ 0.74% |
$9.7K - $10.8K
|
85K
$1.32M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.4KNew |
$68K - $75.8K
|
4.4K
$68.2K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
21+ 2.01% |
$325 - $362
|
1.07K
$16.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 6.08% |
$15.5K - $17.2K
|
15.4K
$240K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.5K- 37.57% |
$627K - $698K
|
67.3K
$1.04M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-590- 5.53% |
$9.13K - $10.2K
|
10.1K
$156K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.29K- 2.24% |
$35.4K - $39.5K
|
99.9K
$1.55M
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
266+ 1.17% |
$4.12K - $4.59K
|
23K
$357K
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-9K- 24.44% |
$139K - $155K
|
27.8K
$432K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.48K- 31.28% |
$21.6K - $23.4K
|
3.25K
$50.4K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
242New |
$3.53K - $3.83K
|
242
$3.75K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 3.09% |
$22K - $23.8K
|
47.3K
$734K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27KNew |
$47.8K - $51.7K
|
3.27K
$50.7K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-246- 17.57% |
$3.59K - $3.89K
|
1.15K
$17.9K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05KNew |
$15.3K - $16.6K
|
1.05K
$16.3K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 14.29% |
$14.6 - $15.8
|
8
$124
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.8K+ 10.56% |
$26.3K - $28.5K
|
18.8K
$292K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-8.9K- 29.05% |
$130K - $141K
|
21.7K
$337K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.19K- 4.88% |
$17.4K - $18.8K
|
23.2K
$360K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
383New |
$5.59K - $6.06K
|
383
$5.94K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29+ 0.26% |
$423 - $458
|
11K
$170K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.02KNew |
$14.9K - $16.1K
|
1.02K
$15.8K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$4.28K - $4.63K
|
300
$4.65K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
389+ 0.35% |
$5.55K - $6K
|
112K
$1.74M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-991- 5.66% |
$14.1K - $15.3K
|
16.5K
$256K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.9KNew |
$184K - $199K
|
12.9K
$200K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 12.44% |
$28.5K - $30.9K
|
14.1K
$218K
|