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John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$16.00 0.00 (0.00%)
As of 08/8/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Preferred Income Fund (NYSE:HPI)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$10.24M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.23M
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HPI Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers25,258$404K0.0%-23.8%0.000%
8/8/2025 Advisory Resource Group104,417$1.67M0.3%-1.5%0.000%
8/8/2025 Fiera Capital Corp76,128$1.22M0.0%-1.0%0.000%
8/7/2025 Allworth Financial LP4,237$68K0.0%+181.9%0.000%
8/4/2025 Wolverine Asset Management LLC10,742$172K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.31,341$501K0.0%+6.1%0.000%
7/30/2025 KPP Advisory Services LLC13,460$215K0.0%N/A0.000%
7/29/2025 SAM Advisors LLC29,152$466K0.2%+9.2%0.000%
7/23/2025 KPP Advisory Services LLC13,460$215K0.1%N/A0.000%
7/15/2025 Fifth Third Bancorp4,308$69K0.0%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC25,565$415K0.0%N/A0.000%
5/16/2025Everstar Asset Management LLC4,985$83K0.0%-75.7%0.000%
5/15/2025Royal Bank of Canada567,767$9.42M0.0%+0.3%0.000%
5/14/2025Kestra Advisory Services LLC108,071$1.79M0.0%+9.0%0.000%
5/13/2025HighTower Advisors LLC25,862$429K0.0%-39.5%0.000%
5/12/2025Invesco Ltd.188,186$3.12M0.0%-2.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.13,600$226K0.0%-23.2%0.000%
5/7/2025LPL Financial LLC183,128$3.04M0.0%+7.5%0.000%
5/7/2025 SAM Advisors LLC26,696$443K0.2%+6.2%0.000%
5/6/2025 Cetera Investment Advisers33,147$550K0.0%+2.4%0.000%
5/5/2025J.W. Cole Advisors Inc.70,295$1.17M0.0%N/A0.000%
5/5/2025Private Advisor Group LLC14,762$245K0.0%-11.7%0.000%
4/30/2025 Stratos Wealth Partners LTD.26,135$434K0.0%N/A0.000%
4/25/2025Smallwood Wealth Investment Management LLC3,211$53K0.0%N/A0.000%
4/24/2025 Mallini Complete Financial Planning LLC16,382$272K0.3%-9.5%0.000%
4/17/2025 Sowell Financial Services LLC10,900$181K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC26,300$436K0.0%N/A0.000%
4/14/2025 Farther Finance Advisors LLC1,800$30K0.0%N/A0.000%
4/9/2025Selway Asset Management27,425$455K0.2%+52.5%0.000%
4/9/2025 Merit Financial Group LLC11,218$186K0.0%+6.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.16,809$282K0.0%+4.5%0.000%
2/24/2025 Ameriflex Group Inc.2,677$46K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers32,382$539K0.0%+12.2%0.000%
2/13/2025NewEdge Advisors LLC21,005$349K0.0%-6.1%0.000%
2/13/2025Guggenheim Capital LLC266,306$4.43M0.0%-7.4%0.000%
2/13/2025LaSalle St. Investment Advisors LLC26,518$441K0.1%N/A0.000%
2/13/2025Cohen & Steers Inc.34,397$572K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.107,406$1.79M0.0%N/A0.000%
2/13/2025Invesco Ltd.193,150$3.21M0.0%+10.6%0.000%
2/13/2025Wells Fargo & Company MN24,440$406K0.0%-2.6%0.000%
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2/12/2025Everstar Asset Management LLC20,520$341K0.2%-12.8%0.000%
2/12/2025Level Four Advisory Services LLC45,653$759K0.0%+2.7%0.000%
2/11/2025LPL Financial LLC170,410$2.83M0.0%+9.8%0.000%
2/10/2025 Commonwealth Equity Services LLC260,223$4.33M0.0%+6.6%0.000%
2/6/2025Raymond James Financial Inc.107,406$1.79M0.0%N/A0.000%
2/5/2025 Halbert Hargrove Global Advisors LLC7,620$127K0.0%N/A0.000%
2/3/2025 SAM Advisors LLC25,143$418K0.2%-6.7%0.000%
2/3/2025 Wolverine Asset Management LLC2,649$44K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC16,713$278K0.0%-11.2%0.000%
1/31/2025Global Retirement Partners LLC38,266$636K0.0%-58.3%0.000%
1/31/2025 Atria Wealth Solutions Inc.17,719$295K0.0%-58.2%0.000%
1/30/2025 WASHINGTON TRUST Co1,550$26K0.0%N/A0.000%
1/30/2025TSP Capital Management Group LLC130,215$2.17M0.7%+2.5%0.000%
1/28/2025 Advisory Resource Group106,040$1.76M0.4%-5.9%0.000%
1/28/2025Tandem Financial LLC2,381$40K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC10,516$175K0.0%N/A0.000%
11/20/2024 Advisory Resource Group112,688$2.14M0.5%-9.4%0.000%
11/15/2024HighTower Advisors LLC42,644$809K0.0%-6.1%0.000%
11/6/2024 SAM Advisors LLC26,937$510K0.2%+3.4%0.000%
11/1/2024 Fiera Capital Corp78,586$1.49M0.0%+1.5%0.000%
10/28/2024 US Bancorp DE5,000$95K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC18,820$357K0.0%-15.4%0.000%
10/16/2024Global Retirement Partners LLC91,675$1.74M0.1%-2.1%0.000%
8/19/2024B. Riley Wealth Advisors Inc.15,598$261K0.0%-8.6%0.000%
8/7/2024 Wedbush Securities Inc.11,883$199K0.0%+5.3%0.000%
8/3/2024 Shaker Financial Services LLC31,040$519K0.2%-53.2%0.000%
7/31/2024 Commonwealth Equity Services LLC278,544$4.65M0.0%+1.3%0.000%
7/24/2024 Advisory Resource Group124,319$2.08M0.5%-0.9%0.000%
7/23/2024TSP Capital Management Group LLC126,865$2.12M0.7%+1.1%0.000%
7/19/2024Raymond James & Associates80,060$1.34M0.0%+1.7%0.000%
5/17/2024 Advisory Resource Group125,502$2.09M0.5%-3.6%0.000%
5/16/2024B. Riley Wealth Advisors Inc.17,060$284K0.0%-7.5%0.000%
5/1/2024Private Advisor Group LLC21,964$365K0.0%+10.5%0.000%
4/30/2024TSP Capital Management Group LLC125,465$2.09M0.7%+10.5%0.000%
4/29/2024 Commonwealth Equity Services LLC274,852$4.57M0.0%+9.8%0.000%
4/23/2024Global Retirement Partners LLC3,228$54K0.0%+87.7%0.000%
4/12/2024 Harbor Investment Advisory LLC5,500$91K0.0%-54.9%0.000%
4/5/2024 CWM LLC3,466$58K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.18,451$293K0.0%+8.2%0.000%
2/8/2024Level Four Advisory Services LLC26,810$423K0.0%+120.6%0.000%
2/7/2024 Shaker Financial Services LLC40,100$638K0.3%+147.5%0.000%
2/7/2024Selway Asset Management18,145$286K0.1%-17.3%0.000%
2/6/2024Private Advisor Group LLC19,878$314K0.0%+6.7%0.000%
2/2/2024 Atria Wealth Solutions Inc.28,875$456K0.0%-29.3%0.000%
1/26/2024 Harbor Investment Advisory LLC12,200$193K0.0%-26.9%0.000%
1/24/2024 International Assets Investment Management LLC14,927$236K0.0%N/A0.000%
1/18/2024Global Retirement Partners LLC1,720$27K0.0%N/A0.000%
1/18/2024 McGlone Suttner Wealth Management Inc.14,809$234K0.0%-23.1%0.000%
1/16/2024Raymond James & Associates77,146$1.22M0.0%+16.7%0.000%
1/16/2024TSP Capital Management Group LLC113,515$1.79M0.6%+56.4%0.000%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
1/11/2024 Advisory Resource Group130,131$2.05M0.5%-0.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.17,060$249K0.0%-44.0%0.000%
11/9/2023UBS Group AG274,754$4.00M0.0%-13.7%0.000%
11/8/2023HighTower Advisors LLC41,668$606K0.0%+2.3%0.000%
11/3/2023Private Advisor Group LLC18,632$271K0.0%-11.8%0.000%
11/2/2023Selway Asset Management21,945$320K0.1%+4.9%0.000%
11/2/2023 Shaker Financial Services LLC16,201$236K0.1%-77.2%0.000%
11/1/2023Selway Asset Management21,945$320K0.1%+4.9%0.000%
10/31/2023Golden Green Inc.39,793$580K0.6%+2.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.11,743$171K0.0%-9.1%0.000%
(Data available from 1/1/2016 forward)

HPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HPI shares?

During the previous two years, 54 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were Royal Bank of Canada ($9.42M), Guggenheim Capital LLC ($4.43M), Commonwealth Equity Services LLC ($4.33M), UBS Group AG ($4.00M), Invesco Ltd. ($3.12M), LPL Financial LLC ($3.04M), and TSP Capital Management Group LLC ($2.17M).Learn more on John Hancock Preferred Income Fund's institutional investors.

Which institutional investors have been buying John Hancock Preferred Income Fund's stock?

Of the 42 institutional investors that purchased John Hancock Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($214.81K), Commonwealth Equity Services LLC ($71.82K), J.W. Cole Advisors Inc. ($70.30K), TSP Capital Management Group LLC ($57.49K), Cohen & Steers Inc. ($38.88K), LPL Financial LLC ($27.98K), and KPP Advisory Services LLC ($26.92K).

How much institutional buying is happening at John Hancock Preferred Income Fund?

Institutional investors have bought a total of 617,602 shares in the last 24 months. This purchase volume represents approximately $10.24M in transactions.

Which of John Hancock Preferred Income Fund's major shareholders have been selling company stock?

Of the 15 institutional investors that sold John Hancock Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Global Retirement Partners LLC ($55.37K), Atria Wealth Solutions Inc. ($28.76K), Guggenheim Capital LLC ($21.34K), Advisory Resource Group ($19.92K), HighTower Advisors LLC ($19.64K), Everstar Asset Management LLC ($18.54K), and Cetera Investment Advisers ($7.89K).

How much institutional selling is happening at John Hancock Preferred Income Fund?

Institutional investors have sold a total of 191,644 shares in the last 24 months. This volume of shares sold represents approximately $3.23M in transactions.


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This page (NYSE:HPI) was last updated on 8/10/2025 by MarketBeat.com Staff
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