Free Trial

John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$17.18 -0.16 (-0.92%)
As of 03/3/2025 03:51 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$7.01M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$3.13M
Get HPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Hancock Preferred Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
Leaked Trump video exposes his secret stocks (Ad)

Ten investments secretly owned by Trump’s biggest backers. Ten investments intrinsically tied to the policies Trump will put in place. Ten investments with the potential to return 10x or more… but only if you act right now.

Go here to find out the names of these ten stocks.
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%
2/7/2024 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%
1/11/2024 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%
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%
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%
10/23/2023 Commonwealth 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%
8/10/2023 Commonwealth 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%
7/27/2023 B. 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%
Leaked Trump video exposes his secret stocks (Ad)

Ten investments secretly owned by Trump’s biggest backers. Ten investments intrinsically tied to the policies Trump will put in place. Ten investments with the potential to return 10x or more… but only if you act right now.

Go here to find out the names of these ten stocks.
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%
5/11/2023 Commonwealth 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%
(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, 48 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were Guggenheim Capital LLC ($4.43M), Commonwealth Equity Services LLC ($4.33M), UBS Group AG ($4.00M), Invesco Ltd. ($3.21M), LPL Financial LLC ($2.83M), TSP Capital Management Group LLC ($2.17M), and Raymond James Financial Inc. ($1.79M).Learn more on HPI's institutional investors.

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

Of the 35 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: Raymond James Financial Inc. ($214.81K), Commonwealth Equity Services LLC ($75.06K), Shaker Financial Services LLC ($62.58K), Raymond James & Associates ($59.72K), TSP Capital Management Group LLC ($57.49K), Golden Green Inc. ($40.18K), and Cohen & Steers Inc. ($38.88K).

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

Institutional investors have bought a total of 822,413 shares in the last 24 months. This purchase volume represents approximately $13.24M 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), Global Retirement Partners LLC ($55.37K), Guggenheim Capital LLC ($46.73K), UBS Group AG ($43.76K), Atria Wealth Solutions Inc. ($41.66K), Advisory Resource Group ($24.74K), and International Assets Investment Management LLC ($20.78K).

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

Institutional investors have sold a total of 449,084 shares in the last 24 months. This volume of shares sold represents approximately $7.12M in transactions.



This page (NYSE:HPI) was last updated on 3/4/2025 by MarketBeat.com Staff
From Our Partners