John Hancock PreferHPI
13F holders, Q2 2024 (June 30)55holders −4
2new positions
5sold out
$16.71avg. 13F price*
At the end of Q2 2024, 55 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, down 4 from Q1 2024. 2 opened new positions and 5 sold out. The largest holders were UBS Group AG ($9.0M), Royal Bank of Canada ($8.4M) and Commonwealth Equity Services, LLC ($4.7M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q2 2024)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $45K |
| Exits | 5 | $325K |
All 13F filers, Q1 2024 → Q2 2024: 366,070 shares bought and 85,955 shares sold, net +280,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| UBS Group AG | 0.00% | Add +38.9% | 540,432 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 502,334 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.3% | 278,544 | $4.7M |
| Guggenheim Capital LLC | 0.03% | Add +25.8% | 277,068 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 221,488 | $3.7M |
| Invesco Ltd. | 0.00% | Reduce -2.0% | 171,251 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 162,209 | $2.7M |
| TSP Capital Management Group, LLC | 0.66% | Add +1.1% | 126,865 | $2.1M |
| Advisory Resource Group | 0.47% | Reduce -0.9% | 124,319 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.6% | 118,305 | $2.0M |
| Global Retirement Partners, LLC | 0.05% | Add +2800.9% | 93,640 | $1.6M |
| Raymond James & Associates | 0.00% | Add +1.7% | 80,060 | $1.3M |
| Fiera Capital Corp | 0.00% | No change | 77,416 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 52,514 | $878K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 45,409 | $757K |
| Level Four Advisory Services, LLC | 0.03% | Add +67.5% | 44,912 | $750K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.0% | 42,047 | $703K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 36,792 | $615K |
| Bank of America Corp. | 0.00% | Add +0.1% | 32,807 | $548K |
| Shaker Financial Services, LLC | 0.21% | Reduce -53.2% | 31,040 | $519K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 30,891 | $516K |
| Cetera Investment Advisers | 0.00% | Add +19.2% | 30,130 | $503K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.6% | 25,112 | $420K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 22,239 | $372K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 21,000 | $351K |
| Wells Fargo & Company | 0.00% | Add +78.2% | 17,878 | $299K |
| Selway Asset Management | 0.12% | Reduce -1.5% | 17,875 | $299K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.6% | 15,598 | $261K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | Reduce -0.1% | 14,809 | $234K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 12,672 | $212K |
| Wedbush Securities Inc. | 0.01% | Add +5.3% | 11,883 | $199K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.5% | 11,578 | $193K |
| Merit Financial Group, LLC | 0.00% | Add +0.0% | 10,327 | $173K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.5% | 6,967 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,500 | $92K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,113 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,080 | $51K |
| Clearstead Advisors, LLC | 0.00% | New | 2,302 | $38K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,250 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $36K |
| City Holding Co. | 0.00% | No change | 2,000 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $30K |
| Optimum Investment Advisors | 0.01% | Reduce -8.2% | 1,560 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $17K |
| Allworth Financial LP | 0.00% | Add +2.3% | 928 | $16K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 697 | $12K |
| Private Trust Co. NA | 0.00% | No change | 553 | $9K |
| ORG Partners LLC | 0.00% | No change | 500 | $8K |
| AlphaMark Advisors, LLC | 0.00% | Add +2.2% | 503 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 400 | $7K |
| International Assets Investment Management, LLC | 0.00% | New | 396 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 385 | $6K |
| Peoples Bank | 0.00% | No change | 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.