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John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$16.05 -0.06 (-0.37%)
As of 08/29/2025 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)
34
Total
Institutional Inflows
(last 12 months)
$11.14M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.47M
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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
8/19/2025 B. Riley Wealth Advisors Inc.12,730$204K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE103,539$1.66M0.0%+4.8%0.000%
8/14/2025 Raymond James Financial Inc.118,100$1.89M0.0%+3.8%0.000%
8/13/2025 Guggenheim Capital LLC179,389$2.87M0.0%-30.3%0.000%
8/13/2025 Invesco Ltd.195,985$3.13M0.0%+4.1%0.000%
8/13/2025 Everstar Asset Management LLC14,520$232K0.1%-10.5%0.000%
8/12/2025 J.W. Cole Advisors Inc.96,866$1.55M0.0%+37.8%0.000%
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%
5/16/2025 Everstar Asset Management LLC4,985$83K0.0%-75.7%0.000%
5/15/2025 Royal Bank of Canada567,767$9.42M0.0%+0.3%0.000%
5/14/2025 Kestra Advisory Services LLC108,071$1.79M0.0%+9.0%0.000%
5/13/2025 HighTower Advisors LLC25,862$429K0.0%-39.5%0.000%
5/12/2025 Invesco 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%
5/7/2025 LPL 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%
5/5/2025 J.W. Cole Advisors Inc.70,295$1.17M0.0%N/A0.000%
5/5/2025 Private 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%
2/25/2025 B. 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%
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2/13/2025 NewEdge Advisors LLC21,005$349K0.0%-6.1%0.000%
2/13/2025 Guggenheim Capital LLC266,306$4.43M0.0%-7.4%0.000%
2/13/2025 LaSalle St. Investment Advisors LLC26,518$441K0.1%N/A0.000%
2/13/2025 Cohen & Steers Inc.34,397$572K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.107,406$1.79M0.0%N/A0.000%
2/13/2025 Invesco Ltd.193,150$3.21M0.0%+10.6%0.000%
2/13/2025 Wells Fargo & Company MN24,440$406K0.0%-2.6%0.000%
2/12/2025 Everstar Asset Management LLC20,520$341K0.2%-12.8%0.000%
2/12/2025 Level Four Advisory Services LLC45,653$759K0.0%+2.7%0.000%
2/11/2025 LPL 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%
2/6/2025 Raymond 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%
2/3/2025 Private Advisor Group LLC16,713$278K0.0%-11.2%0.000%
1/31/2025 Global 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%
1/30/2025 TSP 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%
1/28/2025 Tandem 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%
11/15/2024 HighTower 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%
10/22/2024 Private Advisor Group LLC18,820$357K0.0%-15.4%0.000%
10/16/2024 Global Retirement Partners LLC91,675$1.74M0.1%-2.1%0.000%
8/19/2024 B. 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%
7/23/2024 TSP 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%
5/16/2024 B. Riley Wealth Advisors Inc.17,060$284K0.0%-7.5%0.000%
5/1/2024 Private Advisor Group LLC21,964$365K0.0%+10.5%0.000%
4/30/2024 TSP 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%
4/23/2024 Global 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%
3/15/2024 B. Riley Wealth Advisors Inc.18,451$293K0.0%+8.2%0.000%
2/8/2024 Level 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%
2/6/2024 Private Advisor Group LLC19,878$314K0.0%+6.7%0.000%
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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%
1/18/2024 Global 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%
1/16/2024 TSP Capital Management Group LLC113,515$1.79M0.6%+56.4%0.000%
1/11/2024 Advisory Resource Group130,131$2.05M0.5%-0.5%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.17,060$249K0.0%-44.0%0.000%
11/9/2023 UBS Group AG274,754$4.00M0.0%-13.7%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), Commonwealth Equity Services LLC ($4.33M), UBS Group AG ($4.00M), Invesco Ltd. ($3.13M), LPL Financial LLC ($3.04M), Guggenheim Capital LLC ($2.87M), 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 43 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. ($219.12K), J.W. Cole Advisors Inc. ($96.87K), Commonwealth Equity Services LLC ($71.82K), TSP Capital Management Group LLC ($57.49K), Cohen & Steers Inc. ($34.40K), 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 673,758 shares in the last 24 months. This purchase volume represents approximately $11.14M in transactions.

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

Of the 14 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: Guggenheim Capital LLC ($99.31K), Global Retirement Partners LLC ($55.37K), Atria Wealth Solutions Inc. ($28.76K), Everstar Asset Management LLC ($20.24K), Advisory Resource Group ($19.92K), HighTower Advisors LLC ($19.64K), 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 269,855 shares in the last 24 months. This volume of shares sold represents approximately $4.47M in transactions.


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This page (NYSE:HPI) was last updated on 8/30/2025 by MarketBeat.com Staff
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