John Hancock Prefer Inc. IIHPF
13F holders, Q3 2024 (September 30)47holders +1
4new positions
5sold out
$18.62avg. 13F price*
At the end of Q3 2024, 47 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 5 sold out. The largest holders were Axim Planning & Wealth ($7.8M), UBS Group AG ($5.7M) and Invesco Ltd. ($2.7M).
- Company
- John Hancock Prefer Inc. II
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q3 2024)
- CUSIP
- 41013X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $896K |
| Exits | 5 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 145,172 shares bought and 129,022 shares sold, net +16,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Axim Planning & Wealth | 8.82% | Add +14.1% | 420,003 | $7.8M |
| UBS Group AG | 0.00% | Add +4.1% | 307,016 | $5.7M |
| Invesco Ltd. | 0.00% | Add +6.7% | 144,363 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 141,507 | $2.6M |
| Morgan Stanley | 0.00% | Add +0.0% | 131,585 | $2.5M |
| Global Retirement Partners, LLC | 0.05% | Reduce -1.9% | 82,233 | $1.5M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -8.5% | 75,257 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +0.4% | 68,383 | $1.3M |
| Everstar Asset Management, LLC | 0.87% | — | 68,060 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 67,757 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 63,130 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.7% | 53,609 | $1000K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -13.8% | 50,741 | $950K |
| Sowell Financial Services LLC | 0.04% | New | 44,238 | $766K |
| LPL Financial LLC | 0.00% | Add +1.7% | 39,390 | $735K |
| Cetera Investment Advisers | 0.00% | Add +30.9% | 30,009 | $560K |
| Royal Bank of Canada | 0.00% | Add +1.6% | 22,382 | $417K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.2% | 22,108 | $412K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.8% | 21,835 | $407K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 21,776 | $406K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.0% | 21,790 | $406K |
| Wells Fargo & Company | 0.00% | Add +36.3% | 18,696 | $349K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.5% | 18,263 | $341K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.1% | 17,838 | $333K |
| Bank of America Corp. | 0.00% | Add +35.6% | 14,645 | $273K |
| MSH Capital Advisors LLC | 0.07% | No change | 12,358 | $230K |
| Vanguard Capital Wealth Advisors | 0.24% | No change | 12,000 | $224K |
| Raymond James & Associates | 0.00% | Reduce -10.0% | 11,774 | $220K |
| Live Oak Private Wealth LLC | 0.03% | No change | 10,891 | $203K |
| Spire Wealth Management | 0.01% | Add +1.6% | 9,403 | $175K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,240 | $79K |
| Cornerstone Advisors, LLC | 0.00% | New | 3,692 | $69K |
| Webster Bank, N. A. | 0.01% | No change | 2,879 | $54K |
| Anchor Investment Management, LLC | 0.00% | No change | 2,113 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -32.8% | 1,875 | $35K |
| Hollencrest Capital Management | 0.00% | No change | 1,794 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,775 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,678 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | New | 1,503 | $28K |
| International Assets Investment Management, LLC | 0.00% | Add +46.9% | 1,241 | $23K |
| Winch Advisory Services, LLC | 0.01% | Add +2.1% | 1,237 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,100 | $21K |
| Alpine Bank Wealth Management | 0.00% | — | 432 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 100 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 24 | $448 |
| Huntington National Bank | 0.00% | No change | 1 | $19 |
"% 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.