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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.3K+ 6.4% |
$28.2K - $29.3K
|
21.5K
$486K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-979- 20.67% |
$21.3K - $22.2K
|
3.76K
$84.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56.9K+ 9.66% |
$1.24M - $1.29M
|
646K
$14.6M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30- 1.02% |
$667 - $686
|
2.9K
$65.5K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 8.99% |
$342K - $351K
|
186K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-225K- 52.32% |
$5M - $5.15M
|
205K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.62K+ 5.01% |
$58.1K - $59.8K
|
54.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 3.3% |
$30.6K - $31.5K
|
43.2K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.94K+ 2.16% |
$43.1K - $44.3K
|
91.5K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 261.35% |
$575K - $591K
|
35.8K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.86K+ 29.9% |
$63.6K - $65.4K
|
12.4K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$27.1K - $27.9K
|
1.22K
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
456KNew |
$10.1M - $10.4M
|
456K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$509K - $524K
|
22.9K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200K+ 1013.35% |
$4.44M - $4.57M
|
219K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.28KNew |
$206K - $212K
|
9.28K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.5K+ 564.72% |
$1.39M - $1.43M
|
73.6K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.8K+ 19.57% |
$418K - $430K
|
115K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$371K - $381K
|
16.7K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 205.96% |
$252K - $259K
|
16.8K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
358+ 1.0% |
$7.96K - $8.19K
|
36.1K
$816K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4KNew |
$232K - $238K
|
10.4K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17KNew |
$377K - $388K
|
17K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.98K+ 7.42% |
$133K - $137K
|
86.5K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-388- 0.33% |
$8.63K - $8.87K
|
117K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.13% |
$111 - $114
|
3.85K
$86.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 37.96% |
$243K - $252K
|
17.7K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01KNew |
$22.6K - $23.5K
|
1.01K
$22.7K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-831- 1.61% |
$18.7K - $19.4K
|
50.7K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.57K+ 4.78% |
$103K - $107K
|
100K
$2.26M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
51New |
$1.14K - $1.2K
|
51
$1.15K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300New |
$6.57K - $6.77K
|
300
$6.77K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 12.35% |
$4.38K - $4.51K
|
1.82K
$41.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 5.95% |
$1.71K - $1.76K
|
1.23K
$27.8K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32New |
$692 - $723
|
32
$723
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 8.71% |
$454 - $474
|
262
$5.92K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$222K - $245K
|
11.2K
$253K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$215K - $224K
|
10K
$226K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
391New |
$8.72K - $9.6K
|
391
$8.83K
|
|