Latest Institutional Transactions on John Hancock Preferred Income Fund (HPI)
This table provides information on the latest institutional transactions involving John Hancock Preferred Income Fund (HPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
728+ 4.53% |
$11.9K - $14.1K
|
16.8K
$281K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.68KNew |
$43.8K - $51.7K
|
2.68K
$44.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 0.4% |
$2.39K - $2.82K
|
36.9K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$338K - $399K
|
20.6K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-277- 0.45% |
$4.53K - $5.35K
|
60.8K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
550New |
$9K - $10.6K
|
550
$9.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.3K+ 3.84% |
$349K - $412K
|
578K
$9.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1K+ 1.27% |
$116K - $137K
|
566K
$9.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 6.53% |
$234K - $276K
|
233K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
525New |
$8.59K - $10.1K
|
525
$8.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.5K+ 10.58% |
$303K - $357K
|
193K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.5KNew |
$434K - $512K
|
26.5K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.35K- 6.05% |
$22.1K - $26.1K
|
21K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.3K- 7.42% |
$349K - $412K
|
266K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.53K+ 12.22% |
$57.7K - $68.1K
|
32.4K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
34.4KNew |
$563K - $664K
|
34.4K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.22K+ 2.74% |
$19.9K - $23.5K
|
45.7K
$763K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122- 0.41% |
$2K - $2.35K
|
29.4K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3K- 12.76% |
$49.1K - $57.9K
|
20.5K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
110+ 0.62% |
$1.8K - $2.12K
|
18K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-650- 2.59% |
$10.6K - $12.5K
|
24.4K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.3K+ 9.83% |
$250K - $294K
|
170K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
18.1KNew |
$296K - $349K
|
18.1K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.6K- 15.76% |
$304K - $358K
|
99.2K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 6.56% |
$262K - $309K
|
260K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 0.21% |
$1.44K - $1.7K
|
42.7K
$714K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107KNew |
$1.76M - $2.07M
|
107K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.62KNew |
$125K - $147K
|
7.62K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-1.79K- 6.66% |
$29.4K - $34.6K
|
25.1K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.65KNew |
$43.4K - $51.1K
|
2.65K
$44.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 11.2% |
$34.5K - $40.7K
|
16.7K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53.4K- 58.26% |
$874K - $1.03M
|
38.3K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.6K- 58.17% |
$403K - $476K
|
17.7K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
3.2K+ 2.52% |
$52.4K - $61.8K
|
130K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.55KNew |
$25.4K - $29.9K
|
1.55K
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
534+ 56.33% |
$8.74K - $10.3K
|
1.48K
$24.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.68K- 2.14% |
$27.5K - $32.5K
|
76.9K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
867New |
$14.2K - $16.7K
|
867
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-6.65K- 5.9% |
$109K - $128K
|
106K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.38KNew |
$39K - $46K
|
2.38K
$39.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 12.99% |
$6.55K - $7.72K
|
2.68K
$44.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
11+ 2.14% |
$180 - $212
|
525
$8.77K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-325- 5.91% |
$5.32K - $6.27K
|
5.18K
$86.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.5KNew |
$172K - $203K
|
10.5K
$176K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
12.2KNew |
$202K - $230K
|
12.2K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
950New |
$15.8K - $18K
|
950
$15.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 7.7% |
$67.3K - $76.5K
|
48.5K
$810K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 76.15% |
$29.2K - $33.1K
|
549
$9.17K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 16.67% |
$6.24K - $7.09K
|
1.88K
$31.3K
|
|