John Hancock Prefer Inc. IIHPF
13F holders, Q1 2024 (March 31)42holders
$16.44avg. 13F price*
At the end of Q1 2024, 42 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings. The largest holders were UBS Group AG ($4.7M), Axim Planning & Wealth ($2.8M) and Invesco Ltd. ($2.3M).
- Company
- John Hancock Prefer Inc. II
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q1 2024)
- CUSIP
- 41013X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $54K |
| Exits | 7 | $784K |
Ownership 42 holders
| UBS Group AG | 0.00% | Add +12.5% | 285,267 | $4.7M |
| Axim Planning & Wealth | 2.24% | Add +90.0% | 167,193 | $2.8M |
| Invesco Ltd. | 0.00% | Reduce -7.4% | 140,699 | $2.3M |
| Morgan Stanley | 0.00% | Add +0.7% | 131,902 | $2.2M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -21.0% | 105,098 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +19.9% | 101,174 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +7.3% | 78,288 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -20.2% | 68,421 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 61,671 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +9.3% | 67,813 | $981K |
| Kestra Advisory Services, LLC | 0.01% | Add +7.2% | 49,376 | $816K |
| LPL Financial LLC | 0.00% | Add +24.1% | 29,938 | $495K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.4% | 23,597 | $390K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.9% | 22,708 | $375K |
| Royal Bank of Canada | 0.00% | Add +0.4% | 21,974 | $363K |
| Private Advisor Group, LLC | 0.00% | Add +5.5% | 21,297 | $352K |
| Wedbush Securities Inc. | 0.01% | Add +5.3% | 18,500 | $306K |
| Cetera Investment Advisers | 0.00% | Add +16.2% | 17,034 | $282K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -5.9% | 15,758 | $260K |
| MSH Capital Advisors LLC | 0.07% | No change | 12,358 | $204K |
| Raymond James & Associates | 0.00% | No change | 12,239 | $202K |
| Vanguard Capital Wealth Advisors | 0.14% | No change | 12,000 | $198K |
| Bank of America Corp. | 0.00% | No change | 11,238 | $186K |
| Live Oak Private Wealth LLC | 0.03% | No change | 10,891 | $180K |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 9,972 | $165K |
| Spire Wealth Management | 0.00% | Add +1.7% | 9,095 | $150K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.2% | 4,240 | $70K |
| Global Retirement Partners, LLC | 0.00% | Add +101.4% | 3,343 | $55K |
| Webster Bank, N. A. | 0.01% | No change | 2,879 | $48K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +6.7% | 2,790 | $46K |
| Hollencrest Capital Management | 0.00% | No change | 2,294 | $38K |
| Anchor Investment Management, LLC | 0.00% | Add +0.1% | 2,113 | $35K |
| Avior Wealth Management, LLC | 0.00% | New | 2,084 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,678 | $28K |
| Tucker Asset Management LLC | 0.00% | No change | 1,200 | $20K |
| Winch Advisory Services, LLC | 0.01% | Add +2.3% | 1,185 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 1,100 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 106 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 100 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 24 | $397 |
| Huntington National Bank | 0.00% | No change | 1 | $17 |
"% of holder's portfolio" is HPF's weight in each manager's 13F, not the share of John Hancock Prefer Inc. II the manager owns.