Purchases and Sales Made in Q2 2025 in John Hancock Preferred Income Fund (HPI)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund (HPI) during Q2 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK PREFERRED INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
40K+ 45.84% |
$600K - $667K
|
127K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 199.27% |
$408K - $453K
|
40.8K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.6K+ 37.8% |
$399K - $443K
|
96.9K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.6KNew |
$383K - $426K
|
25.6K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.9KNew |
$313K - $348K
|
20.9K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.5KNew |
$202K - $224K
|
13.5K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.7KNew |
$161K - $179K
|
10.7K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.33K+ 40.23% |
$125K - $139K
|
29K
$492K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.8K+ 4.14% |
$117K - $130K
|
196K
$3.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.73K+ 2.97% |
$116K - $129K
|
268K
$4.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.13K+ 1682.62% |
$77K - $85.6K
|
5.44K
$92.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.75K+ 4.81% |
$71.3K - $79.2K
|
104K
$1.75M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.59K+ 11.51% |
$68.9K - $76.5K
|
44.5K
$754K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$64.6K - $71.8K
|
4.31K
$73K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.31K+ 3.78% |
$64.6K - $71.8K
|
118K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.73K+ 181.9% |
$41K - $45.6K
|
4.24K
$71.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.46K+ 9.2% |
$36.8K - $40.9K
|
29.2K
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.81K+ 6.11% |
$27.1K - $30.1K
|
31.3K
$531K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36KNew |
$20.3K - $22.6K
|
1.36K
$23K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
825New |
$12.4K - $13.8K
|
825
$14K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
598+ 3.65% |
$8.97K - $9.97K
|
17K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
350New |
$5.25K - $5.83K
|
350
$5.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Tsp Capital Management Group, LLC
|
BUY
|
- |
250+ 0.19% |
$3.75K - $4.17K
|
129K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 0.77% |
$3K - $3.33K
|
26.3K
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
190+ 95.0% |
$2.85K - $3.17K
|
390
$6.61K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
100+ 1.31% |
$1.5K - $1.67K
|
7.72K
$131K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
65+ 2.02% |
$975 - $1.08K
|
3.28K
$55.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27+ 0.18% |
$405 - $450
|
14.8K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.04% |
$60 - $66.7
|
11.2K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.06% |
$225 - $250
|
25.8K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-446- 2.17% |
$6.69K - $7.43K
|
20.1K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-477- 1.27% |
$7.16K - $7.95K
|
37.1K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.9% |
$7.5K - $8.34K
|
25.8K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-776- 1.01% |
$11.6K - $12.9K
|
76.1K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-993- 0.92% |
$14.9K - $16.6K
|
107K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-1.64K- 1.55% |
$24.6K - $27.4K
|
104K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.7K- 10.48% |
$25.5K - $28.3K
|
14.5K
$246K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.05K- 82.0% |
$30.8K - $34.2K
|
451
$7.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.13K- 1.16% |
$31.9K - $35.5K
|
181K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 7.08% |
$45.6K - $50.7K
|
39.9K
$676K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.08K- 24.27% |
$61.2K - $68K
|
12.7K
$216K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.92K- 1.22% |
$104K - $115K
|
561K
$9.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.92K- 1.22% |
$104K - $115K
|
561K
$9.51M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.93K- 26.47% |
$104K - $116K
|
19.3K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.89K- 23.8% |
$118K - $132K
|
25.3K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.9K- 2.75% |
$253K - $281K
|
597K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.2K- 89.42% |
$513K - $570K
|
4.05K
$68.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.4K- 13.02% |
$545K - $606K
|
243K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-78K- 30.3% |
$1.17M - $1.3M
|
179K
$3.04M
|
|