Latest Institutional Purchases of John Hancock ETF Preferred Inc (JHPI)
This list provides information on the latest institutional transactions involving John Hancock ETF Preferred Inc (JHPI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
95.7KNew |
$2.13M - $2.25M
|
95.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
92.8KNew |
$2.07M - $2.18M
|
92.8K
$2.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
28.9K+ 5.9% |
$644K - $679K
|
519K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5.06K+ 4.66% |
$113K - $119K
|
114K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.91KNew |
$109K - $115K
|
4.91K
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.54K+ 5.04% |
$101K - $106K
|
94.4K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.42K+ 3.88% |
$76.2K - $80.2K
|
91.5K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.66K+ 17.39% |
$59.3K - $62.5K
|
18K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 11.75% |
$36.9K - $38.9K
|
15.8K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.62K+ 9.46% |
$36.2K - $38.1K
|
18.8K
$428K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.52K+ 42.99% |
$33.9K - $35.8K
|
5.07K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.38K+ 2.86% |
$30.8K - $32.5K
|
49.7K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
594+ 1.73% |
$13.2K - $13.9K
|
34.8K
$794K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
500+ 5.51% |
$11.1K - $11.7K
|
9.57K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
380+ 38000.0% |
$8.47K - $8.92K
|
381
$8.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
51New |
$1.14K - $1.2K
|
51
$1.16K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300New |
$6.57K - $6.77K
|
300
$6.83K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 12.35% |
$4.38K - $4.51K
|
1.82K
$41.5K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.98KNew |
$194K - $203K
|
8.98K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
32New |
$692 - $723
|
32
$729
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 8.71% |
$454 - $474
|
262
$5.97K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$222K - $245K
|
11.2K
$255K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
219KNew |
$4.52M - $4.65M
|
219K
$4.98M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$215K - $224K
|
10K
$228K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
391New |
$8.72K - $9.6K
|
391
$8.91K
|
|