HPI
John Hancock Preferred Income Fund
1W: -1.3%
1M: -9.5%
3M: -12.9%
YTD: -13.4%
1Y: -18.0%
3Y: +17.8%
5Y: -6.2%
$14.15
+0.25 (+1.80%)
Weekly Expected Move ±2.8%
$13
$14
$14
$15
$15
Institutional Ownership — HPI
72
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
64M
Total Invested
6
New Positions
23
Increased
22
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (77 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 654,443 | $9M | +4,535 | +0.7% | 47Q | SEC ↗ |
| 2 | MORGAN STANLEY | 594,996 | $8M | +65,016 | +12.3% | 60Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 277,902 | $4M | +5,707 | +2.1% | 35Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 277,823 | $4M | +23,642 | +9.3% | 67Q | SEC ↗ |
| 5 | GUGGENHEIM CAPITAL LLC | 260,204 | $4M | +54,665 | +26.6% | 21Q | SEC ↗ |
| 6 | TSP Capital Management Group, LLC | 202,635 | $3M | +925 | +0.5% | 46Q | SEC ↗ |
| 7 | LPL Financial LLC | 194,889 | $3M | -1,372 | -0.7% | 54Q | SEC ↗ |
| 8 | Invesco Ltd. | 180,415 | $3M | -1,387 | -0.8% | 70Q | SEC ↗ |
| 9 | COHEN & STEERS, INC. | 177,458 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 10 | J.W. COLE ADVISORS, INC. NEW | 152,483 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 118,465 | $2M | -1,406 | -1.2% | 7Q | SEC ↗ |
| 12 | Fiera Capital Corp | 102,001 | $1M | +3,037 | +3.1% | 22Q | SEC ↗ |
| 13 | Advisory Resource Group | 100,187 | $1M | +76 | +0.1% | 31Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 81,791 | $1M | +3,825 | +4.9% | 15Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 80,970 | $1M | -6,969 | -7.9% | 24Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 52,068 | $737K | +6,029 | +13.1% | 10Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 51,791 | $733K | +1,445 | +2.9% | 26Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 43,302 | $613K | +26,731 | +161.3% | 32Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 36,465 | $516K | -891 | -2.4% | 59Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 33,350 | $472K | +2,112 | +6.8% | 40Q | SEC ↗ |
| 21 | SAM Advisors, LLC | 29,942 | $424K | -2,147 | -6.7% | 8Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 29,876 | $423K | -72 | -0.2% | 89Q | SEC ↗ |
| 23 | Stratos Wealth Partners, LTD. | 27,265 | $386K | — | +0.0% | 6Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 25,412 | $360K | — | +0.0% | 5Q | SEC ↗ |
| 25 | KPP Advisory Services LLC | 23,460 | $332K | — | +0.0% | 5Q | SEC ↗ |
| 26 | Norris Financial Group, LLC | 22,600 | $320K | +2,000 | +9.7% | 6Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 22,021 | $312K | -937 | -4.1% | 35Q | SEC ↗ |
| 28 | Sanctuary Advisors, LLC | 21,189 | $300K | -1,581 | -6.9% | 4Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC NEW | 19,004 | $269K | — | +0.0% | 1Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC | 18,575 | $263K | -542 | -2.8% | 19Q | SEC ↗ |
| 31 | Mallini Complete Financial Planning LL | 17,540 | $248K | +267 | +1.5% | 7Q | SEC ↗ |
| 32 | LaSalle St. Investment Advisors, LLC | 16,663 | $236K | -1,702 | -9.3% | 7Q | SEC ↗ |
| 33 | IHT Wealth Management, LLC | 14,755 | $209K | -1,105 | -7.0% | 2Q | SEC ↗ |
| 34 | Main Street Financial Solutions, LLC | 14,154 | $200K | +2,832 | +25.0% | 2Q | SEC ↗ |
| 35 | Advisors Asset Management, Inc. | 13,884 | $196K | +13,503 | +3544.1% | 2Q | SEC ↗ |
| 36 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13,068 | $185K | -180 | -1.4% | 7Q | SEC ↗ |
| 37 | B. Riley Wealth Advisors, Inc. | 13,030 | $184K | +50 | +0.4% | 18Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. NEW | 12,617 | $179K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Everstar Asset Management, LLC | 11,620 | $164K | — | +0.0% | 8Q | SEC ↗ |
| 40 | Sowell Financial Services LLC | 10,900 | $154K | — | +0.0% | 6Q | SEC ↗ |
| 41 | Merit Financial Group, LLC | 10,563 | $149K | +5 | +0.0% | 7Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 10,216 | $145K | -876 | -7.9% | 3Q | SEC ↗ |
| 43 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 6,541 | $93K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Quantum Portfolio Management LLC | 5,410 | $77K | -56,986,878 | -100.0% | 2Q | SEC ↗ |
| 45 | Birchwood Financial Partners, Inc. | 4,704 | $67K | +105 | +2.3% | 3Q | SEC ↗ |
| 46 | Allworth Financial LP | 4,333 | $61K | +25 | +0.6% | 10Q | SEC ↗ |
| 47 | IFG Advisory, LLC | 4,000 | $57K | — | +0.0% | 2Q | SEC ↗ |
| 48 | HARBOR INVESTMENT ADVISORY, LLC | 3,675 | $52K | — | +0.0% | 27Q | SEC ↗ |
| 49 | Global Retirement Partners, LLC NEW | 3,574 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 50 | PRIVATE TRUST CO NA | 3,053 | $43K | +2,500 | +452.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 152,483 | $2M |
| CITADEL ADVISORS LLC | 19,004 | $269K |
| Equitable Holdings, Inc. | 12,617 | $179K |
| COMPASS FINANCIAL MANAGEMENT LLC | 6,541 | $93K |
| Global Retirement Partners, LLC | 3,574 | $51K |
| Clear Street Group Inc. | 190 | $3K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 39,676 | $561K |
| Avidian Wealth Enterprises, LLC | 21,999 | $311K |
| READYSTATE ASSET MANAGEMENT LP | 12,951 | $183K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,035 | $142K |
| Arax Advisory Partners | 2,265 | $32K |
| Sound Income Strategies, LLC | 2,150 | $30K |
| Nemes Rush Group LLC | 1,033 | $15K |
| Strategic Wealth Partners, Ltd. | 825 | $12K |
| Advisory Services Network, LLC | 700 | $10K |
| Ascentis Independent Advisors | 500 | $7K |
| ASSETMARK, INC | 315 | $4K |
| Asset Dedication, LLC | 300 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +65,016 | +12.3% | 594,996 |
| GUGGENHEIM CAPITAL LLC | +54,665 | +26.6% | 260,204 |
| Private Advisor Group, LLC | +26,731 | +161.3% | 43,302 |
| ROYAL BANK OF CANADA | +23,642 | +9.3% | 277,823 |
| Advisors Asset Management, Inc. | +13,503 | +3544.1% | 13,884 |
| Cetera Investment Advisers | +6,029 | +13.1% | 52,068 |
| COMMONWEALTH EQUITY SERVICES, LLC | +5,707 | +2.1% | 277,902 |
| UBS Group AG | +4,535 | +0.7% | 654,443 |
| BANK OF AMERICA CORP /DE | +3,825 | +4.9% | 81,791 |
| Fiera Capital Corp | +3,037 | +3.1% | 102,001 |
| Main Street Financial Solutions, LL | +2,832 | +25.0% | 14,154 |
| PRIVATE TRUST CO NA | +2,500 | +452.1% | 3,053 |
| ENVESTNET ASSET MANAGEMENT INC | +2,112 | +6.8% | 33,350 |
| Norris Financial Group, LLC | +2,000 | +9.7% | 22,600 |
| OSAIC HOLDINGS, INC. | +1,445 | +2.9% | 51,791 |
| TSP Capital Management Group, LLC | +925 | +0.5% | 202,635 |
| Mallini Complete Financial Planning | +267 | +1.5% | 17,540 |
| Birchwood Financial Partners, Inc. | +105 | +2.3% | 4,704 |
| Advisory Resource Group | +76 | +0.1% | 100,187 |
| B. Riley Wealth Advisors, Inc. | +50 | +0.4% | 13,030 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Quantum Portfolio Management LLC | -56,986,878 | -100.0% | 5,410 |
| Kestra Advisory Services, LLC | -6,969 | -7.9% | 80,970 |
| SAM Advisors, LLC | -2,147 | -6.7% | 29,942 |
| LaSalle St. Investment Advisors, LL | -1,702 | -9.3% | 16,663 |
| Sanctuary Advisors, LLC | -1,581 | -6.9% | 21,189 |
| RAYMOND JAMES FINANCIAL INC | -1,406 | -1.2% | 118,465 |
| Invesco Ltd. | -1,387 | -0.8% | 180,415 |
| LPL Financial LLC | -1,372 | -0.7% | 194,889 |
| IHT Wealth Management, LLC | -1,105 | -7.0% | 14,755 |
| HighTower Advisors, LLC | -937 | -4.1% | 22,021 |
| Cambridge Investment Research Advis | -891 | -2.4% | 36,465 |
| STIFEL FINANCIAL CORP | -876 | -7.9% | 10,216 |
| NewEdge Advisors, LLC | -542 | -2.8% | 18,575 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | -180 | -1.4% | 13,068 |
| WELLS FARGO & COMPANY/MN | -72 | -0.2% | 29,876 |