Institutional Ownership John Hancock Preferred Income Fund Iii (HPS)
This table provides information about the institutional ownership of John Hancock Preferred Income Fund Iii (HPS). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $55.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
948,284
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
825,858
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
303,775
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
205,140
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
158,900
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2023
Added 2.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
115,010
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
112,464
shares
|
$1.68 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
100,359
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 42.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
99,883
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
85,001
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
75,885
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
67,300
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
49,834
shares
|
$744,519
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
47,900
shares
|
$715,626
0.06% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
43,769
shares
|
$653,908
0.61% of portfolio
|
Q3 2023
Added 2.4%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
39,473
shares
|
$589,726
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
38,630
shares
|
$577,132
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
37,827
shares
|
$565,135
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,496
shares
|
$440,670
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
27,830
shares
|
$415,780
0.19% of portfolio
|
Q3 2024
Reduced 24.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,372
shares
|
$393,997
0.0% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
23,852
shares
|
$356,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
23,833
shares
|
$356,065
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
23,335
shares
|
$348,624
0.16% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
22,782
shares
|
$340,363
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|