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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
400New |
$5.7K - $6.17K
|
400
$6.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59KNew |
$22.7K - $24.5K
|
1.59K
$24.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11KNew |
$158K - $170K
|
11K
$172K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1KNew |
$14.3K - $15.4K
|
1K
$15.5K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.5K+ 2.2% |
$41.4K - $49.5K
|
162K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.9KNew |
$22.5K - $26.9K
|
1.9K
$29.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.19KNew |
$85.1K - $102K
|
7.19K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$3.55K - $4.24K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5K- 32.98% |
$59.2K - $70.7K
|
10.2K
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1K- 5.56% |
$11.8K - $14.1K
|
17K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$94.6 - $113
|
8
$124
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
47.7KNew |
$564K - $674K
|
47.7K
$741K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
55.4KNew |
$655K - $783K
|
55.4K
$860K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-375- 21.84% |
$4.44K - $5.3K
|
1.34K
$20.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304New |
$3.6K - $4.3K
|
304
$4.72K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$151K - $180K
|
12.8K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 93.46% |
$11.8K - $14.1K
|
70
$1.09K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
3.5KNew |
$46.5K - $50.3K
|
3.5K
$54.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$143K - $155K
|
10.8K
$168K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
938New |
$12.5K - $13.5K
|
938
$14.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.03K+ 2.4% |
$13.6K - $14.7K
|
43.8K
$680K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
11.5KNew |
$153K - $165K
|
11.5K
$179K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
270+ 2.4% |
$3.59K - $3.88K
|
11.5K
$179K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5KNew |
$136K - $152K
|
10.5K
$163K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.25KClosed |
$16.2K - $18.1K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.05KNew |
$39.5K - $44K
|
3.05K
$47.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-260- 36.11% |
$3.37K - $3.76K
|
460
$7.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
128+ 1.27% |
$1.66K - $1.85K
|
10.2K
$159K
|
|
| Q1 2023 | |||||||
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$2.74K - $3.19K
|
200
$3.11K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.5KNew |
$89.1K - $104K
|
6.5K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$162K - $188K
|
11.8K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4KNew |
$238K - $277K
|
17.4K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.24% |
$384 - $447
|
11.6K
$180K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.14KNew |
$56.7K - $66.1K
|
4.14K
$64.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.8KNew |
$24.7K - $28.7K
|
1.8K
$28K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
524New |
$7.18K - $8.37K
|
524
$8.14K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.4KNew |
$198K - $221K
|
14.4K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
45New |
$621 - $690
|
45
$699
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.2K- 25.4% |
$85.6K - $95.1K
|
18.2K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-415- 70.34% |
$5.73K - $6.37K
|
175
$2.72K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.08KNew |
$14.9K - $16.6K
|
1.08K
$16.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
150New |
$2.07K - $2.3K
|
150
$2.33K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$11K - $12.3K
|
800
$12.4K
|
|
| Q3 2022 | |||||||
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
11.6KNew |
$167K - $201K
|
11.6K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-33.8K- 48.15% |
$487K - $585K
|
36.4K
$565K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-402- 84.99% |
$5.79K - $6.96K
|
71
$1.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
300New |
$4.32K - $5.2K
|
300
$4.66K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$52.7K - $63.2K
|
3.5K
$54.4K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.45KNew |
$36.9K - $44.2K
|
2.45K
$38.1K
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-179K- 99.87% |
$2.7M - $3.24M
|
241
$3.75K
|
|