John Hancock Preferred Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 11/13/2025 | 627.47 K | $10.89 M | 5.08% | 2.35% |
| MORGAN STANLEY | 11/14/2025 | 441.87 K | $7.67 M | 81.93% | 1.65% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 277.34 K | $4.81 M | 3.61% | 1.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 254.16 K | $4.41 M | -54.68% | 0.95% |
| INVESCO LTD. | 11/13/2025 | 222.92 K | $3.87 M | 13.75% | 0.83% |
| LPL FINANCIAL LLC | 11/12/2025 | 187.25 K | $3.25 M | 3.45% | 0.70% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 156.23 K | $2.71 M | -12.91% | 0.58% |
| COHEN & STEERS, INC. | 11/14/2025 | 145.26 K | $2.52 M | 14.14% | 0.54% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 10/22/2025 | 131.36 K | $2.28 M | 1.74% | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 121.66 K | $2.11 M | 3.01% | 0.46% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 119.66 K | $2.08 M | 23.53% | 0.45% |
| ADVISORY RESOURCE GROUP | 10/22/2025 | 103.86 K | $1.80 M | -0.54% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 100.19 K | $1.74 M | -3.24% | 0.37% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 97.41 K | $1.69 M | -9.03% | 0.36% |
| FIERA CAPITAL CORP | 11/07/2025 | 87.34 K | $1.52 M | 14.72% | 0.33% |
| MARINER, LLC | 11/14/2025 | 52.54 K | $911.61 K | 28.69% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 44.77 K | $726.46 K | 0.64% | 0.17% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 38.56 K | $669.02 K | 52.66% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 37.85 K | $657.00 K | 2.13% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 35.12 K | $609.25 K | 35.86% | 0.13% |
| SAM ADVISORS, LLC | 10/30/2025 | 33.02 K | $572.85 K | 13.26% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 32.34 K | $561.09 K | 3.18% | 0.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 32.15 K | $557.86 K | 10.78% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 25.87 K | $448.76 K | -1.78% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 25.80 K | $448.00 K | 0.00% | 0.10% |
| KPP ADVISORY SERVICES LLC | 11/03/2025 | 23.46 K | $407.03 K | 74.29% | 0.09% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 23.05 K | $399.84 K | 100.00% | 0.09% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 10/30/2025 | 21.00 K | $364.35 K | 0.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 20.85 K | $361.75 K | 3.69% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 19.30 K | $334.82 K | 100.00% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 19.12 K | $334.81 K | -25.21% | 0.07% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 11/13/2025 | 19.02 K | $329.00 K | -1.24% | 0.07% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 10/20/2025 | 17.67 K | $306.56 K | 4.06% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 15.44 K | $267.88 K | 4.40% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 11/10/2025 | 14.52 K | $251.92 K | 0.00% | 0.05% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10/16/2025 | 13.25 K | $229.85 K | 71.61% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 10/31/2025 | 12.83 K | $222.56 K | 0.77% | 0.05% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 11/14/2025 | 12.59 K | $218.51 K | 100.00% | 0.05% |
| MERIT FINANCIAL GROUP, LLC | 11/07/2025 | 11.34 K | $196.73 K | 1.04% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 10.90 K | $189.12 K | 0.00% | 0.04% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 6.26 K | $108.62 K | 47.75% | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/27/2025 | 5.18 K | $89.79 K | 0.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 4.05 K | $70.25 K | 0.00% | 0.02% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 10/17/2025 | 3.02 K | $52.41 K | -7.81% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 2.68 K | $46.50 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 2.15 K | $37.58 K | 0.00% | 0.01% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 2.03 K | $35.19 K | 100.00% | 0.01% |
| CITY HOLDING CO | 10/22/2025 | 2.00 K | $34.68 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 1.82 K | $31.59 K | 0.00% | 0.01% |
| OPTIMUM INVESTMENT ADVISORS | 10/21/2025 | 1.56 K | $27.07 K | 0.00% | 0.01% |
John Hancock Preferred Income Fund institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were:
TSP Capital Management Group, LLC: 129,360
Stratos Wealth Partners, LTD.: 27,565
KPP Advisory Services LLC: 23,460
Avidian Wealth Solutions, LLC: 21,000
Mallini Complete Financial Planning LLC: 17,407
Sowell Financial Services LLC: 10,900
13.94% of John Hancock Preferred Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.99 M shares in the last 24 months. This purchase volume represents approximately $64.61 M in transactions.