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John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$17.42 -0.04 (-0.23%)
(As of 11/18/2024 ET)

Institutional Ownership Changes (13F Filings) for John Hancock Preferred Income Fund (NYSE:HPI)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$2.71M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.60M
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HPI Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/19/2024B. 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%
7/31/2024Commonwealth Equity Services LLC278,544$4.65M0.0%+1.3%0.000%
7/24/2024Advisory 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%
5/17/2024Advisory 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%
5/1/2024 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%
4/29/2024Commonwealth 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%
3/15/2024B. 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%
2/7/2024 Selway Asset Management18,145$286K0.1%-17.3%0.000%
2/6/2024 Private 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%
1/18/2024 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%
1/11/2024Advisory 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%
11/9/2023 UBS Group AG274,754$4.00M0.0%-13.7%0.000%
11/8/2023 HighTower Advisors LLC41,668$606K0.0%+2.3%0.000%
11/3/2023 Private Advisor Group LLC18,632$271K0.0%-11.8%0.000%
11/2/2023 Selway Asset Management21,945$320K0.1%+4.9%0.000%
11/2/2023 Shaker Financial Services LLC16,201$236K0.1%-77.2%0.000%
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11/1/2023 Selway 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%
10/24/2023Raymond James & Associates66,123$963K0.0%+26.0%0.000%
10/23/2023Commonwealth Equity Services LLC237,084$3.45M0.0%+13.1%0.000%
10/19/2023 McGlone Suttner Wealth Management Inc.19,261$281K0.1%-13.0%0.000%
8/15/2023 Cohen & Steers Inc.19,751$301K0.0%+29.3%0.000%
8/11/2023 Kestra Advisory Services LLC111,099$1.69M0.0%+15.9%0.000%
8/11/2023 Guggenheim Capital LLC134,970$2.06M0.0%-13.7%0.000%
8/10/2023Commonwealth Equity Services LLC209,544$3.19M0.0%-2.9%0.000%
8/10/2023Cetera Advisor Networks LLC22,177$338K0.0%-11.6%0.000%
8/7/2023 Keystone Financial Group12,562$191K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC71,030$1.08M0.5%+119.6%0.000%
8/4/2023 Cullen Frost Bankers Inc.3,113$47K0.0%N/A0.000%
8/3/2023 Atria Wealth Solutions Inc.40,772$621K0.0%-11.1%0.000%
7/31/2023 LPL Financial LLC162,076$2.47M0.0%+11.9%0.000%
7/28/2023 Koshinski Asset Management Inc.15,257$232K0.0%-9.5%0.000%
7/27/2023B. Riley Wealth Advisors Inc.30,487$465K0.0%+7.8%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.12,923$197K0.0%-55.9%0.000%
7/25/2023Raymond James & Associates52,471$799K0.0%+138.2%0.000%
7/19/2023 TSP Capital Management Group LLC73,050$1.11M0.4%-7.9%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.24,014$366K0.0%-7.4%0.000%
7/10/2023 Level Four Advisory Services LLC10,002$152K0.0%N/A0.000%
5/11/2023 Envestnet Asset Management Inc.32,650$522K0.0%+13.0%0.000%
5/11/2023Golden Green Inc.39,194$627K0.7%N/A0.000%
5/11/2023Commonwealth Equity Services LLC215,719$3.45M0.0%+1.5%0.000%
5/11/2023 Guggenheim Capital LLC156,336$2.50M0.0%-2.5%0.000%
5/10/2023 Private Advisor Group LLC20,876$334K0.0%N/A0.000%
5/10/2023 Selway Asset Management20,640$330K0.2%-4.2%0.000%
5/8/2023 Shaker Financial Services LLC32,352$518K0.2%-48.8%0.000%
5/8/2023 Avidian Wealth Solutions LLC21,000$336K0.0%N/A0.000%
4/27/2023Simplicity Solutions LLC19,858$318K0.0%N/A0.000%
4/26/2023 Fiera Capital Corp77,537$1.24M0.0%-2.0%0.000%
4/19/2023 International Assets Investment Management LLC52,121$809K0.1%-28.5%0.000%
4/14/2023Raymond James & Associates22,030$352K0.0%+17.3%0.000%
3/15/2023B. Riley Wealth Advisors Inc.23,155$375K0.0%+15.5%0.000%
2/15/2023Freedom Wealth Alliance LLC2,660$43K0.1%N/A0.000%
2/13/2023 Atria Wealth Solutions Inc.45,846$736K0.0%-7.1%0.000%
2/10/2023 CoreCap Advisors LLC2,762$44K0.0%N/A0.000%
2/9/2023 McGlone Suttner Wealth Management Inc.22,125$355K0.1%N/A0.000%
2/8/2023 UBS Group AG372,681$5.98M0.0%+6.8%0.000%
2/8/2023 Fiera Capital Corp79,149$1.27M0.0%+5.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.24,011$385K0.0%-4.0%0.000%
2/7/2023Commonwealth Equity Services LLC212,484$3.41M0.0%+6.3%0.000%
2/7/2023 LPL Financial LLC136,781$2.20M0.0%-1.6%0.000%
2/7/2023 Envestnet Asset Management Inc.28,892$464K0.0%+5.3%0.000%
2/3/2023 Shaker Financial Services LLC63,144$1.02M0.5%N/A0.000%
1/31/2023 Kestra Advisory Services LLC112,397$1.80M0.0%-7.6%0.000%
1/31/2023 Wedbush Securities Inc.17,100$274K0.0%-19.0%0.000%
1/30/2023 International Assets Investment Management LLC72,898$1.14M0.1%N/A0.000%
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1/27/2023Advisory Resource Group131,420$2.11M0.6%-2.5%0.000%
1/20/2023 Mcrae Capital Management Inc.14,400$231K0.1%-12.5%0.000%
1/18/2023 Private Advisor Group LLC20,839$334K0.0%+4.7%0.000%
1/18/2023 Altus Wealth Group LLC21,132$339K0.3%N/A0.000%
1/17/2023 TSP Capital Management Group LLC78,755$1.26M0.5%-7.5%0.000%
11/15/2022 Cohen & Steers Inc.26,120$418K0.0%-31.5%0.000%
11/15/2022Commonwealth Equity Services LLC199,910$3.20M0.0%+5.4%0.000%
11/14/2022 Guggenheim Capital LLC130,080$2.08M0.0%+1.9%0.000%
11/10/2022 UBS Group AG348,811$5.59M0.0%+12.4%0.000%
11/1/2022 Kestra Advisory Services LLC121,647$1.95M0.0%-19.4%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, 39 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were Commonwealth Equity Services LLC ($4.65M), UBS Group AG ($4.00M), LPL Financial LLC ($2.47M), TSP Capital Management Group LLC ($2.12M), Advisory Resource Group ($2.08M), Guggenheim Capital LLC ($2.06M), and Global Retirement Partners LLC ($1.74M).Learn more on HPI's institutional investors.

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

Of the 30 institutional investors that purchased John Hancock Preferred Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shaker Financial Services LLC ($125.72K), International Assets Investment Management LLC ($87.83K), Commonwealth Equity Services LLC ($71.60K), Raymond James & Associates ($59.72K), TSP Capital Management Group LLC ($54.29K), Golden Green Inc. ($40.18K), and Private Advisor Group LLC ($25.15K).

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

Institutional investors have bought a total of 688,694 shares in the last 24 months. This purchase volume represents approximately $10.88M in transactions.

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

Of the 24 institutional investors that sold John Hancock Preferred Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($120.96K), UBS Group AG ($43.76K), Guggenheim Capital LLC ($25.40K), International Assets Investment Management LLC ($20.78K), Atria Wealth Solutions Inc. ($20.53K), Raymond James Financial Services Advisors Inc. ($17.55K), and B. Riley Wealth Advisors Inc. ($16.28K).

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

Institutional investors have sold a total of 354,235 shares in the last 24 months. This volume of shares sold represents approximately $5.50M in transactions.



This page (NYSE:HPI) was last updated on 11/19/2024 by MarketBeat.com Staff
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