John Hancock PreferHPI
13F holders, Q1 2024 (March 31)59holders
$16.61avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings. The largest holders were Royal Bank of Canada ($8.1M), UBS Group AG ($6.5M) and Commonwealth Equity Services, LLC ($4.6M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q1 2024)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $810K |
| Exits | 6 | $325K |
Ownership 59 holders
| Royal Bank of Canada | 0.00% | Add +1.4% | 486,791 | $8.1M |
| UBS Group AG | 0.00% | Add +12.7% | 388,958 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.8% | 274,852 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -52.5% | 230,058 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Add +6.5% | 220,279 | $3.7M |
| Invesco Ltd. | 0.00% | Reduce -26.1% | 174,791 | $2.9M |
| LPL Financial LLC | 0.00% | Add +3.9% | 162,998 | $2.7M |
| Advisory Resource Group | 0.48% | Reduce -3.6% | 125,502 | $2.1M |
| TSP Capital Management Group, LLC | 0.67% | Add +10.5% | 125,465 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.6% | 112,006 | $1.9M |
| Raymond James & Associates | 0.00% | Add +2.0% | 78,709 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +0.2% | 77,416 | $1.3M |
| Shaker Financial Services, LLC | 0.43% | Add +65.5% | 66,374 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.6% | 57,053 | $949K |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 46,208 | $768K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +36.1% | 39,296 | $654K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.2% | 36,892 | $614K |
| NewEdge Advisors, LLC | 0.00% | Add +4.2% | 33,314 | $554K |
| Bank of America Corp. | 0.00% | Add +54.9% | 32,776 | $545K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.7% | 29,135 | $485K |
| Level Four Advisory Services, LLC | 0.02% | No change | 26,810 | $423K |
| Cetera Investment Advisers | 0.00% | New | 25,284 | $420K |
| Private Advisor Group, LLC | 0.00% | Add +10.5% | 21,964 | $365K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 21,000 | $349K |
| Selway Asset Management | 0.12% | No change | 18,145 | $302K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.5% | 17,060 | $249K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | Add +0.1% | 14,818 | $246K |
| Jane Street Group, LLC | 0.00% | New | 13,075 | $217K |
| Baird Financial Group, Inc. | 0.00% | Reduce -46.8% | 12,689 | $211K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 11,406 | $190K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.4% | 11,283 | $188K |
| Merit Financial Group, LLC | 0.00% | No change | 10,326 | $172K |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 10,032 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.4% | 8,447 | $140K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -54.9% | 5,500 | $91K |
| Cwm, LLC | 0.00% | New | 3,466 | $58K |
| Global Retirement Partners, LLC | 0.00% | Add +87.7% | 3,228 | $54K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,113 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.9% | 3,080 | $51K |
| CoreCap Advisors, LLC | 0.00% | New | 2,250 | $37K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $36K |
| City Holding Co. | 0.01% | No change | 2,000 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 1,700 | $28K |
| Deutsche Bank AG | 0.00% | New | 1,240 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 960 | $16K |
| Allworth Financial LP | 0.00% | New | 907 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 780 | $13K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 697 | $12K |
| Private Trust Co. NA | 0.00% | No change | 553 | $9K |
| FSA Wealth Management LLC | 0.00% | Reduce -47.3% | 501 | $8K |
| ORG Partners LLC | 0.02% | New | 500 | $8K |
| AlphaMark Advisors, LLC | 0.00% | Add +2.3% | 492 | $8K |
| Piscataqua Savings Bank | 0.01% | Reduce -50.0% | 400 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 385 | $6K |
| Peoples Bank | 0.00% | New | 200 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 164 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 62 | $1K |
"% of holder's portfolio" is HPI's weight in each manager's 13F, not the share of John Hancock Prefer Inc. the manager owns.