John Hancock Preferred Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CUSTOM INDEX SYSTEMS, LLC | 04/29/2026 | 56.99 M | $89.42 K | 100.00% | 212.72% |
| UBS GROUP AG | 05/05/2026 | 649.91 K | $10.20 M | 1.76% | 2.43% |
| MORGAN STANLEY | 05/15/2026 | 529.98 K | $8.32 M | 10.67% | 1.98% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 272.20 K | $4.27 M | 1.61% | 1.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 254.18 K | $3.99 M | 1.12% | 0.95% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 205.54 K | $3.22 M | -2.93% | 0.77% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 04/24/2026 | 201.71 K | $3.16 M | 55.93% | 0.75% |
| LPL FINANCIAL LLC | 05/06/2026 | 196.26 K | $3.08 M | 4.38% | 0.73% |
| INVESCO LTD. | 05/12/2026 | 181.80 K | $2.85 M | -0.80% | 0.68% |
| COHEN & STEERS, INC. | 05/15/2026 | 177.46 K | $2.78 M | 26.25% | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 119.87 K | $1.88 M | -0.96% | 0.45% |
| ADVISORY RESOURCE GROUP | 05/15/2026 | 100.11 K | $1.57 M | -2.99% | 0.37% |
| FIERA CAPITAL CORP | 05/12/2026 | 98.96 K | $1.55 M | -4.21% | 0.37% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 87.94 K | $1.38 M | 2.34% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 77.97 K | $1.22 M | -25.92% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 50.35 K | $789.92 K | 9.74% | 0.19% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 46.04 K | $722.36 K | 2.74% | 0.17% |
| MARINER, LLC | 05/13/2026 | 39.68 K | $622.51 K | -29.32% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 37.36 K | $586.00 K | -1.38% | 0.14% |
| SAM ADVISORS, LLC | 04/29/2026 | 32.09 K | $503.47 K | 0.18% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 31.24 K | $490.13 K | 7.27% | 0.12% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 29.95 K | $469.89 K | 10.72% | 0.11% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 27.27 K | $427.79 K | -1.09% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 25.41 K | $400.49 K | -1.17% | 0.09% |
| KPP ADVISORY SERVICES LLC | 04/24/2026 | 23.46 K | $368.09 K | 0.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 22.96 K | $360.20 K | -21.83% | 0.09% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 22.77 K | $357.26 K | 1.50% | 0.09% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 05/07/2026 | 22.00 K | $345.16 K | 4.76% | 0.08% |
| 05/20/2026 | 20.60 K | $323.21 K | 27.95% | 0.08% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 19.12 K | $299.95 K | -4.70% | 0.07% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 18.37 K | $288.16 K | 0.11% | 0.07% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 04/13/2026 | 17.27 K | $271.01 K | -0.77% | 0.06% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 16.57 K | $259.99 K | 0.89% | 0.06% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 15.86 K | $248.84 K | 100.00% | 0.06% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 04/17/2026 | 13.25 K | $207.86 K | 0.00% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 12.98 K | $198.73 K | 0.60% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 12.95 K | $203.20 K | 100.00% | 0.05% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 11.62 K | $182.32 K | -14.05% | 0.04% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 11.09 K | $174.04 K | 1.51% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 10.90 K | $171.02 K | 0.00% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 10.56 K | $165.66 K | -10.89% | 0.04% |
| 05/05/2026 | 4.60 K | $72.15 K | 2.34% | 0.02% | |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 4.31 K | $67.59 K | 0.58% | 0.02% |
| IFG ADVISORY, LLC | 05/12/2026 | 4.00 K | $62.76 K | 100.00% | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 04/23/2026 | 3.68 K | $57.66 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 2.15 K | $33.91 K | 0.00% | 0.01% |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 04/22/2026 | 2.08 K | $32.58 K | 1.81% | 0.01% |
| CITY HOLDING CO | 04/15/2026 | 2.00 K | $31.38 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 1.82 K | $28.57 K | 0.00% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 1.50 K | $23.54 K | -44.03% | 0.01% |
John Hancock Preferred Income Fund institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were:
CUSTOM INDEX SYSTEMS, LLC: 56.99 M
UBS Group AG: 649,908
MORGAN STANLEY: 529,980
COMMONWEALTH EQUITY SERVICES, LLC: 272,195
ROYAL BANK OF CANADA: 254,181
GUGGENHEIM CAPITAL LLC: 205,539
226.87% of John Hancock Preferred Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 61.85 M shares in the last 24 months. This purchase volume represents approximately $993.88 M in transactions.