Latest Institutional Transactions on John Hancock ETF Preferred Inc (JHPI)
This table provides information on the latest institutional transactions involving John Hancock ETF Preferred Inc (JHPI) 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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 205.96% |
$252K - $259K
|
16.8K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
358+ 1.0% |
$7.96K - $8.19K
|
36.1K
$795K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4KNew |
$232K - $238K
|
10.4K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17KNew |
$377K - $388K
|
17K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.98K+ 7.42% |
$133K - $137K
|
86.5K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-388- 0.33% |
$8.63K - $8.87K
|
117K
$2.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.13% |
$111 - $114
|
3.85K
$84.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-169- 3.44% |
$3.76K - $3.87K
|
4.74K
$104K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
43.5K+ 7.97% |
$966K - $994K
|
589K
$13M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
177+ 0.88% |
$3.93K - $4.05K
|
20.2K
$445K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 9.12% |
$321K - $333K
|
171K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-210K- 32.81% |
$4.72M - $4.9M
|
430K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.55K+ 668.77% |
$57.2K - $59.5K
|
2.93K
$64.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.3K- 53.29% |
$254K - $264K
|
9.9K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.25K- 3.5% |
$73K - $75.8K
|
89.5K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
41.8KNew |
$939K - $976K
|
41.8K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26+ 0.24% |
$584 - $607
|
11.1K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01KNew |
$22.6K - $23.5K
|
1.01K
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
52.2KNew |
$1.17M - $1.22M
|
52.2K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.96K+ 25.12% |
$88.9K - $92.4K
|
19.7K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 6.04% |
$24.4K - $25.3K
|
16.9K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 5.11% |
$105K - $109K
|
96.2K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-831- 1.61% |
$18.7K - $19.4K
|
50.7K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.57K+ 4.78% |
$103K - $107K
|
100K
$2.21M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
500+ 5.51% |
$11.1K - $11.7K
|
9.57K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
51New |
$1.14K - $1.2K
|
51
$1.12K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300New |
$6.57K - $6.77K
|
300
$6.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 12.35% |
$4.38K - $4.51K
|
1.82K
$40.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 5.95% |
$1.71K - $1.76K
|
1.23K
$27.1K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32New |
$692 - $723
|
32
$704
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 8.71% |
$454 - $474
|
262
$5.77K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$222K - $245K
|
11.2K
$246K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$215K - $224K
|
10K
$220K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
391New |
$8.72K - $9.6K
|
391
$8.61K
|
|