John Hancock Preferred Income Fund III Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 11/13/2025 | 1.14 M | $17.63 M | 10.83% | 3.56% |
| MORGAN STANLEY | 11/14/2025 | 781.31 K | $12.06 M | -6.22% | 2.44% |
| LPL FINANCIAL LLC | 11/12/2025 | 294.20 K | $4.54 M | 1.78% | 0.92% |
| INVESCO LTD. | 11/13/2025 | 268.25 K | $4.14 M | 13.69% | 0.84% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 175.72 K | $2.71 M | 25.38% | 0.55% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 172.72 K | $2.67 M | -1.49% | 0.54% |
| ROYAL BANK OF CANADA | 11/14/2025 | 157.59 K | $2.43 M | 227.98% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 147.91 K | $2.28 M | 0.61% | 0.46% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 142.70 K | $2.20 M | 3.63% | 0.45% |
| FIERA CAPITAL CORP | 11/07/2025 | 97.82 K | $1.51 M | 16.07% | 0.31% |
| ACTIVEST WEALTH MANAGEMENT | 11/03/2025 | 71.06 K | $1.10 M | 16.79% | 0.22% |
| ALBION FINANCIAL GROUP /UT | 10/20/2025 | 69.43 K | $1.07 M | 100.00% | 0.22% |
| PHILADELPHIA TRUST CO | 11/13/2025 | 54.90 K | $848.00 K | 31.03% | 0.17% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 54.88 K | $847.31 K | -0.42% | 0.17% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 49.47 K | $763.88 K | 101.45% | 0.15% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 46.33 K | $715.35 K | 0.05% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 44.21 K | $683.00 K | -5.03% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 40.73 K | $608.80 K | -3.62% | 0.13% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 38.63 K | $596.45 K | 0.00% | 0.12% |
| COHEN & STEERS, INC. | 11/14/2025 | 34.45 K | $532.00 K | 30.25% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 26.58 K | $415.18 K | 17.98% | 0.08% |
| POST RESCH TALLON GROUP INC. | 11/05/2025 | 25.41 K | $392.29 K | 6.42% | 0.08% |
| ARKFELD WEALTH STRATEGIES, L.L.C. | 11/05/2025 | 24.29 K | $378.46 K | 1.35% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 21.23 K | $327.84 K | -15.35% | 0.07% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 21.10 K | $326.00 K | -2.74% | 0.07% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 20.40 K | $314.98 K | -1.92% | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 18.19 K | $280.84 K | -1.29% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 17.78 K | $275.00 K | -9.24% | 0.06% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11/04/2025 | 17.00 K | $262.48 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 14.47 K | $223.34 K | -6.05% | 0.05% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 13.94 K | $215.24 K | 19.90% | 0.04% |
| MARINER, LLC | 11/14/2025 | 12.84 K | $198.31 K | 0.15% | 0.04% |
| ONEASCENT FINANCIAL SERVICES LLC | 10/22/2025 | 12.75 K | $196.86 K | 0.00% | 0.04% |
| FOCUS FINANCIAL NETWORK, INC. | 10/10/2025 | 11.72 K | $180.89 K | 2.79% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 10.70 K | $165.17 K | 100.00% | 0.03% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 10.32 K | $159.30 K | 100.00% | 0.03% |
| US BANCORP \DE\ | 11/12/2025 | 4.40 K | $67.87 K | 0.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 4.05 K | $62.46 K | 0.00% | 0.01% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 4.00 K | $61.76 K | 0.00% | 0.01% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 3.59 K | $55.40 K | -0.83% | 0.01% |
| COMERICA BANK | 11/14/2025 | 3.25 K | $50.18 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 11/07/2025 | 2.89 K | $44.54 K | -42.68% | 0.01% |
| BANKPLUS TRUST DEPARTMENT | 10/17/2025 | 2.51 K | $38.68 K | 0.00% | 0.01% |
| PRIVATE TRUST CO NA | 10/15/2025 | 2.00 K | $30.88 K | 0.00% | 0.01% |
| CENTRAL TRUST CO | 11/06/2025 | 1.50 K | $23.16 K | 0.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 11/07/2025 | 1.50 K | $23.16 K | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 10/31/2025 | 1.16 K | $17.97 K | 2.28% | 0.00% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 1.13 K | $17.42 K | 7.43% | 0.00% |
| CWM, LLC | 10/15/2025 | 1.00 K | $15.00 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 900 | $13.90 K | 400.00% | 0.00% |
John Hancock Preferred Income Fund III institutional Ownership - FAQ's
During the previous two years, 88 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund III. The most heavily invested institutionals were:
Activest Wealth Management: 60,353
Sowell Financial Services LLC: 44,913
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 42,934
Post Resch Tallon Group Inc.: 25,783
KEYBANK NATIONAL ASSOCIATION/OH: 17,000
Cherry Creek Investment Advisors, Inc.: 10,000
13.11% of John Hancock Preferred Income Fund III stock is owned by institutional investors.
Institutional investors have bought a total of 4.67 M shares in the last 24 months. This purchase volume represents approximately $68.56 M in transactions.