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John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$16.15 -0.07 (-0.43%)
As of 05/20/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for John Hancock Preferred Income Fund (NYSE:HPI)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$9.17M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.67M
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HPI Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Everstar Asset Management LLC4,985$83K0.0%-75.7%0.000%
5/15/2025 Royal Bank of Canada567,767$9.42M0.0%+0.3%0.000%
5/14/2025 Kestra Advisory Services LLC108,071$1.79M0.0%+9.0%0.000%
5/13/2025 HighTower Advisors LLC25,862$429K0.0%-39.5%0.000%
5/12/2025 Invesco Ltd.188,186$3.12M0.0%-2.6%0.000%
5/9/2025 Atria Wealth Solutions Inc.13,600$226K0.0%-23.2%0.000%
5/7/2025 LPL Financial LLC183,128$3.04M0.0%+7.5%0.000%
5/7/2025 SAM Advisors LLC26,696$443K0.2%+6.2%0.000%
5/6/2025 Cetera Investment Advisers33,147$550K0.0%+2.4%0.000%
5/5/2025 J.W. Cole Advisors Inc.70,295$1.17M0.0%N/A0.000%
5/5/2025 Private Advisor Group LLC14,762$245K0.0%-11.7%0.000%
4/30/2025 Stratos Wealth Partners LTD.26,135$434K0.0%N/A0.000%
4/25/2025 Smallwood Wealth Investment Management LLC3,211$53K0.0%N/A0.000%
4/24/2025 Mallini Complete Financial Planning LLC16,382$272K0.3%-9.5%0.000%
4/17/2025 Sowell Financial Services LLC10,900$181K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC26,300$436K0.0%N/A0.000%
4/14/2025 Farther Finance Advisors LLC1,800$30K0.0%N/A0.000%
4/9/2025 Selway Asset Management27,425$455K0.2%+52.5%0.000%
4/9/2025 Merit Financial Group LLC11,218$186K0.0%+6.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.16,809$282K0.0%+4.5%0.000%
2/24/2025 Ameriflex Group Inc.2,677$46K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers32,382$539K0.0%+12.2%0.000%
2/13/2025 NewEdge Advisors LLC21,005$349K0.0%-6.1%0.000%
2/13/2025 Guggenheim Capital LLC266,306$4.43M0.0%-7.4%0.000%
2/13/2025 LaSalle St. Investment Advisors LLC26,518$441K0.1%N/A0.000%
2/13/2025 Cohen & Steers Inc.34,397$572K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.107,406$1.79M0.0%N/A0.000%
2/13/2025 Invesco Ltd.193,150$3.21M0.0%+10.6%0.000%
2/13/2025 Wells Fargo & Company MN24,440$406K0.0%-2.6%0.000%
2/12/2025 Everstar Asset Management LLC20,520$341K0.2%-12.8%0.000%
2/12/2025 Level Four Advisory Services LLC45,653$759K0.0%+2.7%0.000%
2/11/2025 LPL Financial LLC170,410$2.83M0.0%+9.8%0.000%
2/10/2025 Commonwealth Equity Services LLC260,223$4.33M0.0%+6.6%0.000%
2/6/2025 Raymond James Financial Inc.107,406$1.79M0.0%N/A0.000%
2/5/2025 Halbert Hargrove Global Advisors LLC7,620$127K0.0%N/A0.000%
2/3/2025 SAM Advisors LLC25,143$418K0.2%-6.7%0.000%
2/3/2025 Wolverine Asset Management LLC2,649$44K0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC16,713$278K0.0%-11.2%0.000%
1/31/2025Global Retirement Partners LLC38,266$636K0.0%-58.3%0.000%
1/31/2025 Atria Wealth Solutions Inc.17,719$295K0.0%-58.2%0.000%
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1/30/2025 WASHINGTON TRUST Co1,550$26K0.0%N/A0.000%
1/30/2025 TSP Capital Management Group LLC130,215$2.17M0.7%+2.5%0.000%
1/28/2025 Advisory Resource Group106,040$1.76M0.4%-5.9%0.000%
1/28/2025 Tandem Financial LLC2,381$40K0.0%N/A0.000%
1/15/2025 Merit Financial Group LLC10,516$175K0.0%N/A0.000%
11/20/2024 Advisory Resource Group112,688$2.14M0.5%-9.4%0.000%
11/15/2024 HighTower Advisors LLC42,644$809K0.0%-6.1%0.000%
11/6/2024 SAM Advisors LLC26,937$510K0.2%+3.4%0.000%
11/1/2024 Fiera Capital Corp78,586$1.49M0.0%+1.5%0.000%
10/28/2024 US Bancorp DE5,000$95K0.0%N/A0.000%
10/22/2024 Private Advisor Group LLC18,820$357K0.0%-15.4%0.000%
10/16/2024Global Retirement Partners LLC91,675$1.74M0.1%-2.1%0.000%
8/19/2024B. Riley Wealth Advisors Inc.15,598$261K0.0%-8.6%0.000%
8/7/2024 Wedbush Securities Inc.11,883$199K0.0%+5.3%0.000%
8/3/2024 Shaker Financial Services LLC31,040$519K0.2%-53.2%0.000%
7/31/2024 Commonwealth Equity Services LLC278,544$4.65M0.0%+1.3%0.000%
7/24/2024 Advisory Resource Group124,319$2.08M0.5%-0.9%0.000%
7/23/2024 TSP Capital Management Group LLC126,865$2.12M0.7%+1.1%0.000%
7/19/2024Raymond James & Associates80,060$1.34M0.0%+1.7%0.000%
5/17/2024 Advisory Resource Group125,502$2.09M0.5%-3.6%0.000%
5/16/2024B. Riley Wealth Advisors Inc.17,060$284K0.0%-7.5%0.000%
5/1/2024 Private Advisor Group LLC21,964$365K0.0%+10.5%0.000%
4/30/2024 TSP Capital Management Group LLC125,465$2.09M0.7%+10.5%0.000%
4/29/2024 Commonwealth Equity Services LLC274,852$4.57M0.0%+9.8%0.000%
4/23/2024Global Retirement Partners LLC3,228$54K0.0%+87.7%0.000%
4/12/2024 Harbor Investment Advisory LLC5,500$91K0.0%-54.9%0.000%
4/5/2024 CWM LLC3,466$58K0.0%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.18,451$293K0.0%+8.2%0.000%
2/8/2024 Level Four Advisory Services LLC26,810$423K0.0%+120.6%0.000%
2/7/2024 Shaker Financial Services LLC40,100$638K0.3%+147.5%0.000%
2/7/2024 Selway Asset Management18,145$286K0.1%-17.3%0.000%
2/6/2024 Private Advisor Group LLC19,878$314K0.0%+6.7%0.000%
2/2/2024 Atria Wealth Solutions Inc.28,875$456K0.0%-29.3%0.000%
1/26/2024 Harbor Investment Advisory LLC12,200$193K0.0%-26.9%0.000%
1/24/2024 International Assets Investment Management LLC14,927$236K0.0%N/A0.000%
1/18/2024Global Retirement Partners LLC1,720$27K0.0%N/A0.000%
1/18/2024 McGlone Suttner Wealth Management Inc.14,809$234K0.0%-23.1%0.000%
1/16/2024Raymond James & Associates77,146$1.22M0.0%+16.7%0.000%
1/16/2024 TSP Capital Management Group LLC113,515$1.79M0.6%+56.4%0.000%
1/11/2024 Advisory Resource Group130,131$2.05M0.5%-0.5%0.000%
12/1/2023B. Riley Wealth Advisors Inc.17,060$249K0.0%-44.0%0.000%
11/9/2023 UBS Group AG274,754$4.00M0.0%-13.7%0.000%
11/8/2023 HighTower Advisors LLC41,668$606K0.0%+2.3%0.000%
11/3/2023 Private Advisor Group LLC18,632$271K0.0%-11.8%0.000%
11/2/2023 Selway Asset Management21,945$320K0.1%+4.9%0.000%
11/2/2023 Shaker Financial Services LLC16,201$236K0.1%-77.2%0.000%
11/1/2023 Selway Asset Management21,945$320K0.1%+4.9%0.000%
10/31/2023Golden Green Inc.39,793$580K0.6%+2.5%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.11,743$171K0.0%-9.1%0.000%
10/24/2023Raymond James & Associates66,123$963K0.0%+26.0%0.000%
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10/23/2023 Commonwealth Equity Services LLC237,084$3.45M0.0%+13.1%0.000%
10/19/2023 McGlone Suttner Wealth Management Inc.19,261$281K0.1%-13.0%0.000%
8/15/2023 Cohen & Steers Inc.19,751$301K0.0%+29.3%0.000%
8/11/2023 Kestra Advisory Services LLC111,099$1.69M0.0%+15.9%0.000%
8/11/2023 Guggenheim Capital LLC134,970$2.06M0.0%-13.7%0.000%
8/10/2023 Commonwealth Equity Services LLC209,544$3.19M0.0%-2.9%0.000%
8/10/2023Cetera Advisor Networks LLC22,177$338K0.0%-11.6%0.000%
8/7/2023 Keystone Financial Group12,562$191K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC71,030$1.08M0.5%+119.6%0.000%
8/4/2023 Cullen Frost Bankers Inc.3,113$47K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

HPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HPI shares?

During the previous two years, 53 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were Royal Bank of Canada ($9.42M), Guggenheim Capital LLC ($4.43M), Commonwealth Equity Services LLC ($4.33M), UBS Group AG ($4.00M), Invesco Ltd. ($3.12M), LPL Financial LLC ($3.04M), and TSP Capital Management Group LLC ($2.17M).Learn more on HPI's institutional investors.

Which institutional investors have been buying John Hancock Preferred Income Fund stock?

Of the 39 institutional investors that purchased John Hancock Preferred Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($214.81K), Commonwealth Equity Services LLC ($71.82K), J.W. Cole Advisors Inc. ($70.30K), Shaker Financial Services LLC ($62.58K), TSP Capital Management Group LLC ($57.49K), Raymond James & Associates ($56.47K), and LPL Financial LLC ($45.21K).

How much institutional buying is happening at John Hancock Preferred Income Fund?

Institutional investors have bought a total of 882,584 shares in the last 24 months. This purchase volume represents approximately $14.31M in transactions.

Which John Hancock Preferred Income Fund major shareholders have been selling company stock?

Of the 24 institutional investors that sold John Hancock Preferred Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($90.16K), Global Retirement Partners LLC ($55.37K), Atria Wealth Solutions Inc. ($45.78K), UBS Group AG ($43.76K), Guggenheim Capital LLC ($42.70K), Advisory Resource Group ($24.74K), and HighTower Advisors LLC ($19.64K).

How much institutional selling is happening at John Hancock Preferred Income Fund?

Institutional investors have sold a total of 436,129 shares in the last 24 months. This volume of shares sold represents approximately $6.95M in transactions.


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This page (NYSE:HPI) was last updated on 5/21/2025 by MarketBeat.com Staff
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