John Hancock Prefer Inc. IIIHPS
13F holders, Q4 2024 (December 31)72holders +11
15new positions
6sold out
$15.02avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding John Hancock Prefer Inc. III (HPS) in their 13F filings, up 11 from Q3 2024. 15 opened new positions and 6 sold out. The largest holders were UBS Group AG ($15.4M), Morgan Stanley ($12.1M) and Ameriprise Financial Inc. ($4.3M).
- Company
- John Hancock Prefer Inc. III
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q4 2024)
- CUSIP
- 41021P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.9M |
| Exits | 6 | $240K |
All 13F filers, Q3 2024 → Q4 2024: 537,235 shares bought and 187,670 shares sold, net +349,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| UBS Group AG | 0.00% | Add +7.7% | 1,021,428 | $15.4M |
| Morgan Stanley | 0.00% | Reduce -2.5% | 805,648 | $12.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 286,157 | $4.3M |
| Invesco Ltd. | 0.00% | Add +10.8% | 227,301 | $3.4M |
| LPL Financial LLC | 0.00% | Add +112.0% | 212,722 | $3.2M |
| Rothschild Investment LLC | 0.15% | Reduce -5.5% | 150,200 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +18.8% | 136,659 | $2.1M |
| Bank of America Corp. | 0.00% | Add +17.2% | 88,942 | $1.3M |
| Activest Wealth Management | 0.37% | Reduce -22.0% | 87,673 | $1.3M |
| Fiera Capital Corp | 0.00% | No change | 85,001 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +153.9% | 49,357 | $742K |
| Marex Group Ltd | 0.01% | New | 46,766 | $703K |
| Sowell Financial Services LLC | 0.04% | New | 46,435 | $698K |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 46,207 | $694K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.2% | 45,610 | $686K |
| Global Retirement Partners, LLC | 0.02% | Reduce -57.7% | 42,223 | $635K |
| Philadelphia Trust Co. | 0.05% | Reduce -12.5% | 41,900 | $630K |
| Readystate Asset Management LP | 0.05% | New | 40,783 | $613K |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 38,751 | $581K |
| Live Oak Private Wealth LLC | 0.10% | No change | 38,630 | $581K |
| Western Wealth Management, LLC | 0.03% | Reduce -15.7% | 33,270 | $500K |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 29,848 | $449K |
| Selway Asset Management | 0.16% | Reduce -1.1% | 27,510 | $413K |
| Wolverine Asset Management LLC | 0.03% | New | 26,551 | $399K |
| Wedbush Securities Inc. | 0.01% | Add +6.3% | 24,210 | $364K |
| Post Resch Tallon Group Inc. | 0.35% | — | 23,833 | $360K |
| Janney Montgomery Scott LLC | 0.00% | New | 23,852 | $358K |
| Wells Fargo & Company | 0.00% | Reduce -16.4% | 22,044 | $331K |
| Arkfeld Wealth Strategies, L.L.C. | 0.15% | Add +1.3% | 23,335 | $329K |
| Guggenheim Capital LLC | 0.00% | New | 21,652 | $325K |
| NewEdge Advisors, LLC | 0.00% | Add +3.0% | 20,700 | $311K |
| Raymond James Financial Inc. | 0.00% | — | 20,679 | $311K |
| Burney Co./ | 0.01% | Reduce -9.9% | 19,575 | $294K |
| Walleye Capital LLC | 0.00% | New | 18,116 | $272K |
| Keybank National Association | 0.00% | No change | 17,000 | $256K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 15,975 | $240K |
| Susquehanna International Group, LLP | 0.00% | New | 15,857 | $238K |
| Mariner, LLC | 0.00% | New | 14,869 | $223K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 14,072 | $211K |
| OneAscent Financial Services LLC | 0.02% | No change | 12,750 | $192K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.2% | 10,403 | $156K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.6% | 10,391 | $156K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,118 | $77K |
| US Bancorp \de | 0.00% | No change | 4,396 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,000 | $60K |
| Clearstead Advisors, LLC | 0.00% | Add +8.1% | 3,537 | $53K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 3,500 | $53K |
| Private Trust Co. NA | 0.01% | No change | 3,500 | $53K |
| Comerica Bank | 0.00% | No change | 3,250 | $49K |
| Fifth Third Bancorp | 0.00% | New | 2,700 | $41K |
| BankPlus Trust Department | 0.01% | — | 2,505 | $38K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,000 | $30K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,591 | $24K |
| CENTRAL TRUST Co | 0.00% | New | 1,500 | $23K |
| Key Financial Inc | 0.00% | No change | 1,342 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 1,200 | $18K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 1,154 | $17K |
| Barrett & Company, Inc. | 0.01% | Add +2.2% | 1,088 | $16K |
| MAI Capital Management | 0.00% | New | 1,080 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,050 | $16K |
| Olistico Wealth, LLC | 0.01% | No change | 1,019 | $15K |
| CoreFirst Bank & Trust | 0.01% | No change | 1,000 | $15K |
| Cwm, LLC | 0.00% | No change | 1,000 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -46.7% | 500 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 350 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 300 | $5K |
| Allworth Financial LP | 0.00% | New | 180 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 150 | $2K |
| Elequin Capital, LP | 0.00% | New | 107 | $2K |
| Aspect Partners, LLC | 0.00% | New | 100 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 8 | $119 |
"% of holder's portfolio" is HPS's weight in each manager's 13F, not the share of John Hancock Prefer Inc. III the manager owns.