Purchases and Sales Made in Q2 2024 in John Hancock Preferred Income Fund Iii (HPS)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund Iii (HPS) during Q2 2024. The information is specifically focused on institutions that hold shares of JOHN HANCOCK PREFERRED INCOME FUND III.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 167.37% |
$2.96M - $3.21M
|
324K
$4.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
159KNew |
$2.32M - $2.51M
|
159K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97.9K+ 2275.01% |
$1.43M - $1.55M
|
102K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
90.7K+ 409.19% |
$1.32M - $1.43M
|
113K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
55K+ 6.57% |
$803K - $869K
|
891K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.6K+ 37.67% |
$257K - $279K
|
64.4K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6KNew |
$243K - $263K
|
16.6K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.09K+ 26.33% |
$74.3K - $80.5K
|
24.4K
$361K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.57K+ 114.25% |
$66.7K - $72.3K
|
8.57K
$127K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42K+ 17.19% |
$49.9K - $54K
|
23.3K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.27KNew |
$47.8K - $51.7K
|
3.27K
$48.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.13K+ 2.99% |
$45.7K - $49.5K
|
108K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.8K+ 10.56% |
$26.3K - $28.5K
|
18.8K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05KNew |
$15.3K - $16.6K
|
1.05K
$15.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.02KNew |
$14.9K - $16.1K
|
1.02K
$15.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
918+ 5.91% |
$13.4K - $14.5K
|
16.4K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
527+ 2.34% |
$7.69K - $8.33K
|
23K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
383New |
$5.59K - $6.06K
|
383
$5.66K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
280+ 1.24% |
$4.09K - $4.43K
|
22.8K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
242New |
$3.53K - $3.83K
|
242
$3.58K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29+ 0.26% |
$423 - $458
|
11K
$163K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22+ 2.15% |
$321 - $348
|
1.04K
$15.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 14.29% |
$14.6 - $15.8
|
8
$118
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-246- 17.57% |
$3.59K - $3.89K
|
1.15K
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-659- 2.2% |
$9.62K - $10.4K
|
29.2K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 2.21% |
$15.8K - $17.1K
|
48K
$709K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.19K- 4.88% |
$17.4K - $18.8K
|
23.2K
$344K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.48K- 31.28% |
$21.6K - $23.4K
|
3.25K
$48.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 3.09% |
$22K - $23.8K
|
47.3K
$700K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.71K- 1.35% |
$24.9K - $27K
|
124K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.93K- 4.98% |
$28.2K - $30.5K
|
36.8K
$545K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 3.17% |
$33.6K - $36.4K
|
70.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.66K- 3.77% |
$112K - $121K
|
195K
$2.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-8.9K- 29.05% |
$130K - $141K
|
21.7K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 1.97% |
$238K - $257K
|
812K
$12M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.3K- 1.97% |
$238K - $257K
|
812K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-142K- 79.2% |
$2.07M - $2.24M
|
37.3K
$551K
|