Free Trial

John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$17.14 +0.02 (+0.12%)
As of 09:34 AM Eastern

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$1.84M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.58M
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
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%
11/15/2024HighTower Advisors LLC42,644$809K0.0%-6.1%0.000%
11/6/2024SAM Advisors LLC26,937$510K0.2%+3.4%0.000%
11/1/2024Fiera Capital Corp78,586$1.49M0.0%+1.5%0.000%
10/28/2024US 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%
8/7/2024Wedbush Securities Inc.11,883$199K0.0%+5.3%0.000%
8/3/2024Shaker Financial Services LLC31,040$519K0.2%-53.2%0.000%
7/31/2024Commonwealth Equity Services LLC278,544$4.65M0.0%+1.3%0.000%
7/24/2024 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%
4/29/2024Commonwealth 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%
4/5/2024CWM 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%
2/7/2024Shaker 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%
2/2/2024Atria 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%
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%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
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%
11/2/2023Shaker 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%
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%
8/15/2023Cohen & Steers Inc.19,751$301K0.0%+29.3%0.000%
8/11/2023Kestra Advisory Services LLC111,099$1.69M0.0%+15.9%0.000%
8/11/2023Guggenheim 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%
8/7/2023Keystone Financial Group12,562$191K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC71,030$1.08M0.5%+119.6%0.000%
8/4/2023Cullen Frost Bankers Inc.3,113$47K0.0%N/A0.000%
8/3/2023Atria Wealth Solutions Inc.40,772$621K0.0%-11.1%0.000%
7/31/2023LPL 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%
7/19/2023TSP Capital Management Group LLC73,050$1.11M0.4%-7.9%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.24,014$366K0.0%-7.4%0.000%
7/10/2023Level Four Advisory Services LLC10,002$152K0.0%N/A0.000%
5/11/2023Envestnet 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%
5/11/2023Guggenheim Capital LLC156,336$2.50M0.0%-2.5%0.000%
5/10/2023Private Advisor Group LLC20,876$334K0.0%N/A0.000%
5/10/2023Selway Asset Management20,640$330K0.2%-4.2%0.000%
5/8/2023Shaker Financial Services LLC32,352$518K0.2%-48.8%0.000%
5/8/2023Avidian Wealth Solutions LLC21,000$336K0.0%N/A0.000%
4/27/2023Simplicity Solutions LLC19,858$318K0.0%N/A0.000%
4/26/2023Fiera 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%
2/13/2023Atria Wealth Solutions Inc.45,846$736K0.0%-7.1%0.000%
2/10/2023CoreCap Advisors LLC2,762$44K0.0%N/A0.000%
2/9/2023 McGlone Suttner Wealth Management Inc.22,125$355K0.1%N/A0.000%
2/8/2023UBS Group AG372,681$5.98M0.0%+6.8%0.000%
2/8/2023Fiera Capital Corp79,149$1.27M0.0%+5.7%0.000%
2/8/2023Cambridge 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%
2/7/2023LPL Financial LLC136,781$2.20M0.0%-1.6%0.000%
2/7/2023Envestnet Asset Management Inc.28,892$464K0.0%+5.3%0.000%
The Shadow President? (Ad)

President Trump has already launched a "shock and awe" flurry of new Executive Orders... He's withdrawn from the World Health Organization... exited the Paris climate accord... and begun dismantling many Federal programs... But there's ONE executive order that could go down in history as the most important of all.

It's likely just the start of a MUCH more radical move.
2/3/2023Shaker Financial Services LLC63,144$1.02M0.5%N/A0.000%
1/31/2023Kestra Advisory Services LLC112,397$1.80M0.0%-7.6%0.000%
1/31/2023Wedbush 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%
1/27/2023 Advisory Resource Group131,420$2.11M0.6%-2.5%0.000%
1/20/2023Mcrae Capital Management Inc.14,400$231K0.1%-12.5%0.000%
1/18/2023Private Advisor Group LLC20,839$334K0.0%+4.7%0.000%
1/18/2023Altus Wealth Group LLC21,132$339K0.3%N/A0.000%
1/17/2023TSP Capital Management Group LLC78,755$1.26M0.5%-7.5%0.000%
11/15/2022Cohen & Steers Inc.26,120$418K0.0%-31.5%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), Guggenheim Capital LLC ($2.06M), Advisory Resource Group ($1.76M), 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 31 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 Level Four Advisory Services LLC ($24.66K).

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

Institutional investors have bought a total of 679,522 shares in the last 24 months. This purchase volume represents approximately $10.74M in transactions.

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

Of the 23 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), Advisory Resource Group ($24.74K), International Assets Investment Management LLC ($20.78K), Atria Wealth Solutions Inc. ($20.53K), and Raymond James Financial Services Advisors Inc. ($17.55K).

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

Institutional investors have sold a total of 360,732 shares in the last 24 months. This volume of shares sold represents approximately $5.64M in transactions.



This page (NYSE:HPI) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners