John Hancock Preferred Income Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 419.73 K | $6.66 M | 13.65% | 1.94% |
| UBS GROUP AG | 08/13/2026 | 378.63 K | $6.01 M | 7.07% | 1.75% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 290.26 K | $4.61 M | 0.06% | 1.34% |
| AXIM PLANNING & WEALTH | 08/14/2026 | 245.35 K | $3.89 M | -9.88% | 1.13% |
| MORGAN STANLEY | 08/13/2026 | 175.33 K | $2.78 M | -0.48% | 0.81% |
| COHEN & STEERS, INC. | 08/14/2026 | 172.49 K | $2.74 M | 0.00% | 0.80% |
| INVESCO LTD. | 08/14/2026 | 147.40 K | $2.34 M | -0.71% | 0.68% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 124.32 K | $1.97 M | 100.00% | 0.57% |
| LPL FINANCIAL LLC | 08/07/2026 | 88.78 K | $1.41 M | -7.41% | 0.41% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 85.47 K | $1.36 M | 4.20% | 0.39% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 67.47 K | $1.07 M | -2.84% | 0.31% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 55.76 K | $884.91 K | 0.00% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 54.22 K | $860.55 K | 15.63% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 50.88 K | $807.44 K | 8.34% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 31.60 K | $501.49 K | -2.83% | 0.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 30.04 K | $477.00 K | 0.67% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 29.29 K | $464.76 K | -0.10% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 26.09 K | $414.02 K | 11.44% | 0.12% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 24.20 K | $384.10 K | 100.00% | 0.11% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 23.57 K | $374.00 K | -4.84% | 0.11% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/07/2026 | 20.74 K | $329.19 K | 10.67% | 0.10% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 20.22 K | $320.86 K | -23.21% | 0.09% |
| VANGUARD CAPITAL WEALTH ADVISORS | 07/23/2026 | 20.00 K | $317.40 K | 1.01% | 0.09% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 17.91 K | $284.21 K | -1.10% | 0.08% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 07/24/2026 | 16.05 K | $254.63 K | 100.00% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 14.48 K | $232.61 K | -1.90% | 0.07% |
| STONEX GROUP INC. | 08/12/2026 | 13.81 K | $219.18 K | 31.91% | 0.06% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 13.09 K | $207.66 K | -7.41% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 12.18 K | $193.31 K | -3.45% | 0.06% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 12.10 K | $192.03 K | -5.15% | 0.06% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 10.89 K | $172.84 K | 0.00% | 0.05% |
| MSH CAPITAL ADVISORS LLC | 08/11/2026 | 10.40 K | $165.10 K | 0.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 4.56 K | $72.34 K | 100.00% | 0.02% |
| WEBSTER BANK, N. A. | 07/20/2026 | 2.88 K | $45.69 K | 0.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 2.68 K | $42.52 K | 100.00% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 2.45 K | $38.88 K | 100.00% | 0.01% |
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 07/30/2026 | 1.98 K | $31.34 K | 0.00% | 0.01% |
| ARMSTRONG ADVISORY GROUP, INC | 07/13/2026 | 1.91 K | $30.23 K | 100.00% | 0.01% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 1.68 K | $26.63 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.61 K | $25.52 K | 100.00% | 0.01% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 09/15/2026 | 1.15 K | $18.30 K | 0.00% | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 600 | $9.56 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 585 | $9.28 K | 46.25% | 0.00% |
| COUNTRY TRUST BANK | 07/15/2026 | 550 | $8.73 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 550 | $8.73 K | -72.77% | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 07/08/2026 | 500 | $7.94 K | 100.00% | 0.00% |
| DUNHILL FINANCIAL, LLC | 08/07/2026 | 455 | $7.22 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 160 | $2.54 K | 0.00% | 0.00% |
| ASSETMARK, INC | 07/30/2026 | 54 | $857 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $16 | 0.00% | 0.00% |
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John Hancock Preferred Income Fund II institutional Ownership - FAQ's
During the previous two years, 84 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund II. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 419,732
UBS Group AG: 378,633
Janney Montgomery Scott LLC: 290,258
Axim Planning & Wealth: 245,354
MORGAN STANLEY: 175,326
COHEN & STEERS, INC.: 172,487
12.60% of John Hancock Preferred Income Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 3.78 M shares in the last 24 months. This purchase volume represents approximately $59.98 M in transactions.