Purchases and Sales Made in Q3 2025 in John Hancock ETF Preferred Inc (JHPI)
This table provides information about the institutional ownership of John Hancock ETF Preferred Inc (JHPI) during Q3 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK ETF PREFERRED INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
613K+ 421.75% |
$13.8M - $14.4M
|
759K
$17.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
171KNew |
$3.85M - $4M
|
171K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 39.88% |
$3.17M - $3.29M
|
493K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$2.77M - $2.88M
|
123K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
115KNew |
$2.6M - $2.7M
|
115K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.8K+ 75.3% |
$1.53M - $1.59M
|
158K
$3.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
60.5K+ 9.36% |
$1.36M - $1.42M
|
707K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
55.4KNew |
$1.25M - $1.3M
|
55.4K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.4K+ 89.31% |
$1.2M - $1.25M
|
113K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.4K+ 10.83% |
$1.11M - $1.16M
|
505K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
32.5KNew |
$731K - $760K
|
32.5K
$746K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.5K+ 26.78% |
$711K - $739K
|
149K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
24.5K+ 20.24% |
$551K - $573K
|
145K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 10.27% |
$476K - $494K
|
227K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
20K+ 12.49% |
$451K - $468K
|
180K
$4.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
12.8K+ 48.79% |
$287K - $299K
|
38.9K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.83KNew |
$222K - $230K
|
9.83K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.57K+ 22.77% |
$103K - $107K
|
24.6K
$566K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.39K+ 44.93% |
$99K - $103K
|
14.2K
$326K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.6K+ 93.17% |
$81.1K - $84.3K
|
7.46K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.15KNew |
$48.5K - $50.4K
|
2.15K
$49.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.01K+ 18.87% |
$45.3K - $47.1K
|
12.7K
$291K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.78K+ 3.1% |
$40.1K - $41.7K
|
59.1K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 6.18% |
$25K - $26K
|
19.1K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
914+ 6.46% |
$20.6K - $21.4K
|
15.1K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
446+ 1.22% |
$10.1K - $10.4K
|
37.1K
$852K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
359+ 2.89% |
$8.09K - $8.41K
|
12.8K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
196+ 0.51% |
$4.42K - $4.59K
|
38.3K
$881K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
138New |
$3.11K - $3.23K
|
138
$3.17K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 0.21% |
$902 - $937
|
19.3K
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 1.18% |
$270 - $281
|
1.03K
$23.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-36- 0.32% |
$811 - $843
|
11.1K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51- 1.76% |
$1.15K - $1.19K
|
2.85K
$65.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-61- 0.28% |
$1.37K - $1.43K
|
21.5K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-109- 2.9% |
$2.46K - $2.55K
|
3.65K
$83.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-300- 0.85% |
$6.76K - $7.03K
|
34.8K
$800K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.16K- 4.23% |
$207K - $215K
|
207K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-17.3K- 36.91% |
$391K - $406K
|
29.6K
$681K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-27.9K- 19.12% |
$628K - $652K
|
118K
$2.71M
|
|