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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 66.58% |
$520K - $541K
|
59.8K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.2K+ 10.31% |
$418K - $435K
|
205K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45K- 21.94% |
$979K - $1.02M
|
160K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1KNew |
$436K - $454K
|
20.1K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.72K+ 13.84% |
$37.4K - $38.9K
|
14.1K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02KNew |
$22.1K - $23K
|
1.02K
$23.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.55K+ 15.27% |
$55.4K - $57.6K
|
19.2K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
279K+ 379.17% |
$6.07M - $6.31M
|
353K
$8.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-44.5K- 48.67% |
$969K - $1.01M
|
46.9K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 53.16% |
$265K - $276K
|
35.1K
$819K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
145KNew |
$3.16M - $3.29M
|
145K
$3.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 11.71% |
$110K - $114K
|
38.1K
$889K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.53K+ 4.63% |
$55.1K - $57.3K
|
57.3K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.09K- 1.41% |
$67.2K - $69.8K
|
216K
$5.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.37K+ 14.74% |
$29.8K - $31K
|
10.7K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-70.4K- 61.18% |
$1.53M - $1.59M
|
44.6K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.78KNew |
$213K - $221K
|
9.78K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 5.89% |
$21.8K - $22.6K
|
18K
$419K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.43K- 26.28% |
$96.3K - $100K
|
12.4K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 0.34% |
$283 - $294
|
3.86K
$90.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
26.1KNew |
$569K - $591K
|
26.1K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
525+ 1.45% |
$11.4K - $11.9K
|
36.6K
$855K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.89K+ 3.33% |
$84.7K - $88.1K
|
121K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 4.07% |
$76.5K - $79.5K
|
90K
$2.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$32.6K - $33.9K
|
1.5K
$35K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
771+ 7.4% |
$16.8K - $17.4K
|
11.2K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.3K+ 6.4% |
$28.2K - $29.3K
|
21.5K
$502K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-979- 20.67% |
$21.3K - $22.2K
|
3.76K
$87.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56.9K+ 9.66% |
$1.24M - $1.29M
|
646K
$15.1M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30- 1.02% |
$667 - $686
|
2.9K
$67.6K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 261.35% |
$575K - $591K
|
35.8K
$834K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$27.1K - $27.9K
|
1.22K
$28.4K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
456KNew |
$10.1M - $10.4M
|
456K
$10.6M
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01KNew |
$22.6K - $23.5K
|
1.01K
$23.5K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-831- 1.61% |
$18.7K - $19.4K
|
50.7K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.57K+ 4.78% |
$103K - $107K
|
100K
$2.34M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
51New |
$1.14K - $1.2K
|
51
$1.19K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300New |
$6.57K - $6.77K
|
300
$7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 12.35% |
$4.38K - $4.51K
|
1.82K
$42.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 5.95% |
$1.71K - $1.76K
|
1.23K
$28.7K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32New |
$692 - $723
|
32
$747
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 8.71% |
$454 - $474
|
262
$6.11K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$222K - $245K
|
11.2K
$261K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$215K - $224K
|
10K
$233K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
391New |
$8.72K - $9.6K
|
391
$9.12K
|
|