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John Hancock Preferred Income Fund III (HPS) Institutional Ownership

John Hancock Preferred Income Fund III logo
$14.94 +0.10 (+0.67%)
As of 03:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$11.58M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$505.98K
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HPS Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund III Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025 Fifth Third Bancorp2,700$41K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC23,852$358K0.0%N/A0.000%
1/15/2025 Tallon Kerry Patrick23,833$360K0.3%N/A0.000%
1/14/2025 Burney Co.19,575$294K0.0%-9.9%0.000%
12/13/2024B. Riley Wealth Advisors Inc.10,226$176K0.0%N/A0.000%
11/25/2024Wilmington Savings Fund Society FSB2,000$34K0.0%N/A0.000%
11/15/2024Stifel Financial Corp15,952$275K0.0%-4.1%0.000%
11/1/2024Fiera Capital Corp85,001$1.47M0.0%+0.7%0.000%
10/28/2024US Bancorp DE4,396$76K0.0%N/A0.000%
10/16/2024Global Retirement Partners LLC99,883$1.72M0.1%-2.2%0.000%
10/11/2024Selway Asset Management27,830$480K0.2%-24.4%0.000%
8/22/2024Cetera Investment Advisers124,492$1.97M0.0%-1.4%0.000%
7/31/2024Commonwealth Equity Services LLC107,801$1.70M0.0%+3.0%0.000%
7/31/2024Rothschild Investment LLC158,900$2.51M0.2%N/A0.000%
7/30/2024Pine Valley Investments Ltd Liability Co18,841$298K0.0%+10.6%0.000%
7/29/2024 Burney Co.21,735$344K0.0%-29.1%0.000%
5/24/2024Cetera Advisors LLC12,902$199K0.0%N/A0.000%
5/24/2024Cetera Investment Advisers126,199$1.95M0.0%N/A0.000%
5/1/2024Concourse Financial Group Securities Inc.1,591$25K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC104,673$1.62M0.0%-1.6%0.000%
4/24/2024Activest Wealth Management22,167$342K0.2%+899.9%0.000%
4/23/2024Global Retirement Partners LLC4,302$66K0.0%+58.6%0.000%
4/22/2024 Everpar Advisors LLC11,048$170K0.1%N/A0.000%
2/12/2024Pine Valley Investments Ltd Liability Co17,141$242K0.0%+46.0%0.000%
2/9/2024UBS Group AG750,210$10.61M0.0%+74.1%0.000%
2/7/2024Shaker Financial Services LLC47,653$674K0.3%N/A0.000%
2/7/2024Selway Asset Management38,760$548K0.2%-6.7%0.000%
1/31/2024Western Wealth Management LLC36,459$516K0.0%-6.2%0.000%
1/19/2024Activest Wealth Management2,217$31K0.0%N/A0.000%
1/18/2024Global Retirement Partners LLC2,713$39K0.0%+255.1%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.18,402$260K0.0%-3.9%0.000%
1/11/2024OneAscent Financial Services LLC12,750$180K0.0%N/A0.000%
11/15/2023Ramirez Asset Management Inc.3,500$47K0.0%N/A0.000%
11/9/2023UBS Group AG430,964$5.75M0.0%-2.3%0.000%
11/8/2023 Burney Co.30,625$408K0.0%-17.4%0.000%
11/2/2023Selway Asset Management41,560$554K0.2%-10.7%0.000%
11/1/2023Selway Asset Management41,560$554K0.3%-10.7%0.000%
10/31/2023Golden Green Inc.43,769$583K0.6%+2.4%0.000%
10/26/2023Cambridge Trust Co.11,500$153K0.0%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.19,152$255K0.0%-6.7%0.000%
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10/23/2023Commonwealth Equity Services LLC71,020$947K0.0%-4.1%0.000%
8/30/2023Western Wealth Management LLC38,388$538K0.0%-6.8%0.000%
8/10/2023Cetera Advisor Networks LLC90,405$1.27M0.0%+3.8%0.000%
8/10/2023 Burney Co.37,085$520K0.0%-9.3%0.000%
8/4/2023Cullen Frost Bankers Inc.3,045$43K0.0%N/A0.000%
8/1/2023Keybank National Association OH18,000$252K0.0%-10.0%0.000%
7/31/2023LPL Financial LLC73,376$1.03M0.0%+34.1%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.20,519$287K0.0%+8.1%0.000%
7/25/2023Raymond James & Associates16,645$233K0.0%+59.8%0.000%
7/20/2023Jmac Enterprises LLC11,261$158K0.0%N/A0.000%
5/11/2023Barrett & Company Inc.1,950$29K0.0%N/A0.000%
5/11/2023Golden Green Inc.43,197$632K0.7%N/A0.000%
5/10/2023 Burney Co.40,900$598K0.0%-2.0%0.000%
4/28/2023 Ameritas Advisory Services LLC4,136$60K0.0%N/A0.000%
4/26/2023Fiera Capital Corp84,641$1.24M0.0%-2.1%0.000%
4/24/2023Ahrens Investment Partners LLC1,800$26K0.0%N/A0.000%
4/14/2023Raymond James & Associates10,414$152K0.0%-24.0%0.000%
2/10/2023Advisor Group Holdings Inc.152,604$2.20M0.0%+23.2%0.000%
2/9/2023Elequin Securities LLC7,142$103K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.18,324$264K0.0%+7.4%0.000%
2/8/2023UBS Group AG506,531$7.31M0.0%-4.6%0.000%
2/8/2023Fiera Capital Corp86,466$1.25M0.0%+5.7%0.000%
2/7/2023Commonwealth Equity Services LLC84,932$1.23M0.0%-1.0%0.000%
2/7/2023LPL Financial LLC58,136$839K0.0%+10.4%0.000%
2/6/2023 Burney Co.41,742$602K0.0%-13.6%0.000%
2/1/2023 Janney Montgomery Scott LLC23,946$346K0.0%-6.8%0.000%
1/31/2023Wedbush Securities Inc.26,352$380K0.0%+3.6%0.000%
11/15/2022Sowell Financial Services LLC46,633$699K0.1%N/A0.000%
11/15/2022Cohen & Steers Inc.36,388$545K0.0%-48.1%0.000%
11/10/2022UBS Group AG531,225$7.96M0.0%+3.2%0.000%
11/7/2022Western Wealth Management LLC40,660$620K0.0%-3.1%0.000%
11/2/2022Rockefeller Capital Management L.P.6,702$100K0.0%-31.7%0.000%
10/27/2022Keybank National Association OH20,000$300K0.0%N/A0.000%
10/25/2022 Janney Montgomery Scott LLC25,684$385K0.0%-5.2%0.000%
10/24/2022Stratos Wealth Partners LTD.12,124$182K0.0%-31.9%0.000%
9/16/2022Private Trust Co. NA3,500$55K0.0%N/A0.000%
8/23/2022Captrust Financial Advisors6,503$103K0.0%N/A0.000%
8/11/2022Cetera Advisor Networks LLC42,794$674K0.0%+169.5%0.000%
8/11/2022Selway Asset Management46,560$734K0.4%+5.9%0.000%
8/11/2022UBS Group AG514,901$8.12M0.0%-3.1%0.000%
8/10/2022Fiera Capital Corp81,971$1.29M0.0%+21.7%0.000%
7/22/2022Stratos Wealth Partners LTD.17,804$281K0.0%-4.0%0.000%
7/21/2022Wedbush Securities Inc.25,935$409K0.0%+8.0%0.000%
7/19/2022Commonwealth Equity Services LLC86,027$1.36M0.0%-2.1%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.10,864$171K0.0%-27.4%0.000%
5/16/2022Cohen & Steers Inc.82,352$1.48M0.0%-41.3%0.000%
5/11/2022Twelve Points Wealth Management LLC12,165$218K0.2%-26.3%0.000%
5/10/2022Western Wealth Management LLC41,960$754K0.0%N/A0.000%
5/9/2022Fiera Capital Corp67,343$1.21M0.0%+28.7%0.000%
5/9/2022 Burney Co.47,733$857K0.0%+4.0%0.000%
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5/9/2022Spectrum Asset Management Inc.646,421$11.61M7.1%N/A0.000%
5/9/2022Herold Advisors Inc.1,986$36K0.0%N/A0.000%
5/4/2022Advisor Group Holdings Inc.73,912$1.33M0.0%+41.2%0.000%
5/4/2022 Arkfeld Wealth Strategies L.L.C.22,000$372K0.2%-4.3%0.000%
5/4/2022Commonwealth Equity Services LLC87,880$1.58M0.0%+1.5%0.000%
4/26/2022Stratos Wealth Partners LTD.18,554$333K0.0%-13.8%0.000%
4/20/2022Sigma Planning Corp11,988$215K0.0%+15.5%0.000%
3/18/2022Twelve Points Wealth Management LLC16,499$309K0.3%N/A0.000%
2/10/2022Nwam LLC11,356$213K0.0%-50.0%0.000%
2/9/2022Lazard Asset Management LLC7,000$131K0.0%-58.8%0.000%
(Data available from 1/1/2016 forward)

HPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HPS shares?

During the previous two years, 39 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund III. The most heavily invested institutionals were UBS Group AG ($10.61M), Rothschild Investment LLC ($2.51M), Advisor Group Holdings Inc. ($2.20M), Cetera Investment Advisers ($1.97M), Global Retirement Partners LLC ($1.72M), Commonwealth Equity Services LLC ($1.70M), and Fiera Capital Corp ($1.47M).Learn more on HPS's institutional investors.

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

Of the 34 institutional investors that purchased John Hancock Preferred Income Fund III stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($319.25K), Rothschild Investment LLC ($158.90K), Cetera Investment Advisers ($126.20K), Shaker Financial Services LLC ($47.65K), Golden Green Inc. ($44.22K), Advisor Group Holdings Inc. ($28.72K), and LPL Financial LLC ($24.14K).

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

Institutional investors have bought a total of 953,286 shares in the last 24 months. This purchase volume represents approximately $14.09M in transactions.

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

Of the 13 institutional investors that sold John Hancock Preferred Income Fund III stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($34.91K), Burney Co. ($28.76K), Selway Asset Management ($21.80K), Commonwealth Equity Services LLC ($5.56K), Western Wealth Management LLC ($5.23K), Raymond James & Associates ($3.29K), and Global Retirement Partners LLC ($2.29K).

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

Institutional investors have sold a total of 111,908 shares in the last 24 months. This volume of shares sold represents approximately $1.63M in transactions.



This page (NYSE:HPS) was last updated on 1/23/2025 by MarketBeat.com Staff
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