HPF
John Hancock Preferred Income Fund II
1W: -0.9%
1M: -11.1%
3M: -14.2%
YTD: -14.2%
1Y: -17.6%
3Y: +16.6%
5Y: -9.4%
$13.65
+0.19 (+1.41%)
Weekly Expected Move ±2.6%
$13
$13
$14
$14
$14
Institutional Ownership — HPF
55
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
10
New Positions
12
Increased
20
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 419,732 | $6M | +50,405 | +13.6% | 5Q | SEC ↗ |
| 2 | UBS Group AG | 378,633 | $5M | +24,996 | +7.1% | 47Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 290,258 | $4M | +160 | +0.1% | 4Q | SEC ↗ |
| 4 | Axim Planning & Wealth | 245,354 | $3M | -26,897 | -9.9% | 11Q | SEC ↗ |
| 5 | MORGAN STANLEY | 175,326 | $2M | -842 | -0.5% | 60Q | SEC ↗ |
| 6 | COHEN & STEERS, INC. | 172,487 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 7 | Invesco Ltd. | 147,402 | $2M | -1,051 | -0.7% | 65Q | SEC ↗ |
| 8 | J.W. COLE ADVISORS, INC. NEW | 124,316 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | LPL Financial LLC | 88,783 | $1M | -7,108 | -7.4% | 61Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 85,467 | $1M | +3,443 | +4.2% | 93Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 67,469 | $921K | -1,975 | -2.8% | 24Q | SEC ↗ |
| 12 | Everstar Asset Management, LLC | 55,760 | $761K | — | +0.0% | 8Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 54,223 | $740K | +7,328 | +15.6% | 26Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 50,878 | $694K | +3,916 | +8.3% | 15Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 31,600 | $431K | -919 | -2.8% | 35Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 30,040 | $410K | +201 | +0.7% | 67Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 29,285 | $400K | -29 | -0.1% | 15Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 26,088 | $356K | +2,678 | +11.4% | 7Q | SEC ↗ |
| 19 | Ameritas Advisory Services, LLC NEW | 24,203 | $330K | — | +0.0% | 1Q | SEC ↗ |
| 20 | WEDBUSH SECURITIES INC | 23,570 | $322K | -1,198 | -4.8% | 18Q | SEC ↗ |
| 21 | Kapstone Financial Advisors LLC | 20,743 | $283K | +2,000 | +10.7% | 2Q | SEC ↗ |
| 22 | Koshinski Asset Management, Inc. | 20,218 | $276K | -6,110 | -23.2% | 27Q | SEC ↗ |
| 23 | Vanguard Capital Wealth Advisors | 20,000 | $273K | +200 | +1.0% | 23Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 17,908 | $244K | -200 | -1.1% | 19Q | SEC ↗ |
| 25 | Arlington Capital Management, Inc. NEW | 16,045 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 14,475 | $198K | -280 | -1.9% | 12Q | SEC ↗ |
| 27 | StoneX Group Inc. | 13,810 | $189K | +3,341 | +31.9% | 4Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 13,085 | $179K | -1,047 | -7.4% | 19Q | SEC ↗ |
| 29 | Private Advisor Group, LLC | 12,181 | $166K | -435 | -3.4% | 32Q | SEC ↗ |
| 30 | Spire Wealth Management | 12,100 | $165K | -657 | -5.2% | 22Q | SEC ↗ |
| 31 | Live Oak Private Wealth LLC | 10,891 | $149K | — | +0.0% | 25Q | SEC ↗ |
| 32 | MSH Capital Advisors LLC | 10,403 | $142K | — | +0.0% | 19Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV NEW | 4,558 | $62K | — | +0.0% | 1Q | SEC ↗ |
| 34 | WEBSTER BANK, N. A. | 2,879 | $39K | — | +0.0% | 22Q | SEC ↗ |
| 35 | Global Retirement Partners, LLC NEW | 2,679 | $37K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Arax Advisory Partners NEW | 2,450 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Glass Jacobson Investment Advisors llc | 1,975 | $27K | — | +0.0% | 13Q | SEC ↗ |
| 38 | ARMSTRONG ADVISORY GROUP, INC NEW | 1,905 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 39 | SOA Wealth Advisors, LLC. | 1,678 | $23K | — | +0.0% | 23Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 1,608 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Anchor Investment Management, LLC | 1,153 | $16K | — | +0.0% | 42Q | SEC ↗ |
| 42 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 600 | $8K | — | +0.0% | 3Q | SEC ↗ |
| 43 | HIGHLINE WEALTH PARTNERS LLC | 585 | $8K | +185 | +46.2% | 4Q | SEC ↗ |
| 44 | Larson Financial Group LLC | 550 | $8K | -1,470 | -72.8% | 5Q | SEC ↗ |
| 45 | COUNTRY TRUST BANK | 550 | $8K | — | +0.0% | 5Q | SEC ↗ |
| 46 | THURSTON, SPRINGER, MILLER, HERD & TIT NEW | 500 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Dunhill Financial, LLC NEW | 455 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Farther Finance Advisors, LLC | 160 | $2K | — | +0.0% | 5Q | SEC ↗ |
| 49 | ASSETMARK, INC | 54 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 50 | HUNTINGTON NATIONAL BANK | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 124,316 | $2M |
| Ameritas Advisory Services, LLC | 24,203 | $330K |
| Arlington Capital Management, Inc. | 16,045 | $219K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,558 | $62K |
| Global Retirement Partners, LLC | 2,679 | $37K |
| Arax Advisory Partners | 2,450 | $33K |
| ARMSTRONG ADVISORY GROUP, INC | 1,905 | $26K |
| Integrated Wealth Concepts LLC | 1,608 | $22K |
| THURSTON, SPRINGER, MILLER, HERD & | 500 | $7K |
| Dunhill Financial, LLC | 455 | $6K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20,222 | $276K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,172 | $166K |
| JANE STREET GROUP, LLC | 11,223 | $153K |
| IHT Wealth Management, LLC | 11,001 | $150K |
| Western Wealth Management, LLC | 4,240 | $58K |
| HOLLENCREST CAPITAL MANAGEMENT | 722 | $10K |
| Asset Dedication, LLC | 600 | $8K |
| Advisory Services Network, LLC | 206 | $3K |
| Sound Income Strategies, LLC | 200 | $3K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +50,405 | +13.6% | 419,732 |
| UBS Group AG | +24,996 | +7.1% | 378,633 |
| OSAIC HOLDINGS, INC. | +7,328 | +15.6% | 54,223 |
| BANK OF AMERICA CORP /DE | +3,916 | +8.3% | 50,878 |
| WELLS FARGO & COMPANY/MN | +3,443 | +4.2% | 85,467 |
| StoneX Group Inc. | +3,341 | +31.9% | 13,810 |
| RAYMOND JAMES FINANCIAL INC | +2,678 | +11.4% | 26,088 |
| Kapstone Financial Advisors LLC | +2,000 | +10.7% | 20,743 |
| ROYAL BANK OF CANADA | +201 | +0.7% | 30,040 |
| Vanguard Capital Wealth Advisors | +200 | +1.0% | 20,000 |
| HIGHLINE WEALTH PARTNERS LLC | +185 | +46.2% | 585 |
| Janney Montgomery Scott LLC | +160 | +0.1% | 290,258 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Axim Planning & Wealth | -26,897 | -9.9% | 245,354 |
| LPL Financial LLC | -7,108 | -7.4% | 88,783 |
| Koshinski Asset Management, Inc. | -6,110 | -23.2% | 20,218 |
| Kestra Advisory Services, LLC | -1,975 | -2.8% | 67,469 |
| Larson Financial Group LLC | -1,470 | -72.8% | 550 |
| WEDBUSH SECURITIES INC | -1,198 | -4.8% | 23,570 |
| Invesco Ltd. | -1,051 | -0.7% | 147,402 |
| STIFEL FINANCIAL CORP | -1,047 | -7.4% | 13,085 |
| COMMONWEALTH EQUITY SERVICES, LLC | -919 | -2.8% | 31,600 |
| MORGAN STANLEY | -842 | -0.5% | 175,326 |
| Spire Wealth Management | -657 | -5.2% | 12,100 |
| Private Advisor Group, LLC | -435 | -3.4% | 12,181 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -280 | -1.9% | 14,475 |
| NewEdge Advisors, LLC | -200 | -1.1% | 17,908 |
| Cetera Investment Advisers | -29 | -0.1% | 29,285 |