Institutional Ownership John Hancock Preferred Income Fund Iii (HPS)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund Iii (HPS). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $57.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
997,357
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
838,288
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
252,703
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
222,250
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
137,978
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 55.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
135,961
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
125,611
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
121,900
shares
|
$1.72 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
112,516
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Added 419.66%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
85,001
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
68,920
shares
|
$973,839
0.3% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
56,307
shares
|
$795,617
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
51,471
shares
|
$727,285
0.0% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
49,357
shares
|
$697,414
0.04% of portfolio
|
Q4 2024
Added 153.88%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
47,051
shares
|
$664,830
0.0% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
46,309
shares
|
$654,346
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
43,944
shares
|
$620,928
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
43,769
shares
|
$618,455
0.61% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42,223
shares
|
$596,610
0.02% of portfolio
|
Q4 2024
Reduced 57.73%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
41,900
shares
|
$592,047
0.05% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
38,630
shares
|
$545,841
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
32,533
shares
|
$459,691
0.0% of portfolio
|
Q1 2025
Added 47.58%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
26,830
shares
|
$379,107
0.17% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
25,100
shares
|
$354,663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
23,968
shares
|
$338,667
0.14% of portfolio
|
Q2 2025
Added 1.4%
|