Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
57K+ 6.4% |
$882K - $983K
|
948K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$611K - $681K
|
39.5K
$584K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.1K+ 42.84% |
$466K - $519K
|
100K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.2K+ 1.75% |
$220K - $245K
|
826K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.7KNew |
$196K - $219K
|
12.7K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.5K+ 17.83% |
$178K - $198K
|
75.9K
$1.12M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$158K - $176K
|
10.2K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.77K+ 5.0% |
$151K - $168K
|
205K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.4KNew |
$68K - $75.8K
|
4.4K
$65K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.61K+ 103.66% |
$40.3K - $44.9K
|
5.12K
$75.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2KNew |
$30.9K - $34.5K
|
2K
$29.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.94K+ 7.96% |
$30.1K - $33.5K
|
26.4K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.87K+ 3.9% |
$28.9K - $32.2K
|
49.8K
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
627+ 0.74% |
$9.7K - $10.8K
|
85K
$1.26M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
600+ 3.18% |
$9.28K - $10.3K
|
19.4K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
573+ 1.54% |
$8.86K - $9.88K
|
37.8K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
438+ 87.6% |
$6.78K - $7.55K
|
938
$13.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
266+ 1.17% |
$4.12K - $4.59K
|
23K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
264+ 0.9% |
$4.08K - $4.55K
|
29.5K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
21+ 2.01% |
$325 - $362
|
1.07K
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$232 - $259
|
15
$222
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-230- 1.0% |
$3.56K - $3.97K
|
22.8K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-409- 0.36% |
$6.33K - $7.05K
|
112K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 58.82% |
$7.74K - $8.62K
|
350
$5.18K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-590- 5.53% |
$9.13K - $10.2K
|
10.1K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-679- 4.08% |
$10.5K - $11.7K
|
16K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 6.08% |
$15.5K - $17.2K
|
15.4K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.29K- 2.24% |
$35.4K - $39.5K
|
99.9K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.21K- 13.76% |
$49.6K - $55.3K
|
20.1K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.4K- 8.41% |
$68.1K - $75.9K
|
47.9K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.57K- 53.33% |
$70.7K - $78.8K
|
4K
$59.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-9K- 24.44% |
$139K - $155K
|
27.8K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.48K- 7.62% |
$147K - $163K
|
115K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.1K- 6.2% |
$310K - $346K
|
304K
$4.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.5K- 37.57% |
$627K - $698K
|
67.3K
$995K
|