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 | 08/13/2026 | 1.29 M | $18.78 M | 4.91% | 4.02% |
| MORGAN STANLEY | 08/13/2026 | 837.42 K | $12.18 M | 7.92% | 2.60% |
| LPL FINANCIAL LLC | 08/07/2026 | 298.40 K | $4.34 M | -5.48% | 0.93% |
| INVESCO LTD. | 08/14/2026 | 217.86 K | $3.17 M | 1.35% | 0.68% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 176.39 K | $2.56 M | 4.83% | 0.55% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 176.03 K | $2.56 M | 5.62% | 0.55% |
| ROYAL BANK OF CANADA | 08/14/2026 | 156.42 K | $2.27 M | -5.16% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 149.44 K | $2.17 M | 1.66% | 0.46% |
| FIERA CAPITAL CORP | 08/07/2026 | 114.02 K | $1.66 M | 3.00% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 65.39 K | $950.76 K | 37.61% | 0.20% |
| COHEN & STEERS, INC. | 08/14/2026 | 61.23 K | $890.00 K | 0.00% | 0.19% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 58.24 K | $846.81 K | 100.00% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 52.10 K | $757.52 K | -0.06% | 0.16% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 48.37 K | $703.24 K | -57.16% | 0.15% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 46.40 K | $674.61 K | -3.55% | 0.14% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 45.59 K | $662.84 K | 12.63% | 0.14% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 07/24/2026 | 44.95 K | $653.62 K | -27.77% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 38.63 K | $561.68 K | 0.00% | 0.12% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 32.23 K | $468.65 K | 0.07% | 0.10% |
| PHILADELPHIA TRUST CO | 08/10/2026 | 27.82 K | $405.00 K | 0.00% | 0.09% |
| ACTIVEST WEALTH MANAGEMENT | 07/16/2026 | 27.06 K | $393.40 K | -53.82% | 0.08% |
| POST RESCH TALLON GROUP INC. | 07/07/2026 | 25.84 K | $375.66 K | 0.10% | 0.08% |
| ARKFELD WEALTH STRATEGIES, L.L.C. | 07/10/2026 | 25.82 K | $376.90 K | 1.38% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 25.38 K | $370.04 K | -4.51% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 23.71 K | $345.00 K | 6.90% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 20.76 K | $301.81 K | 17.94% | 0.06% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 07/27/2026 | 20.73 K | $301.43 K | 0.12% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 19.65 K | $285.75 K | 1.55% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 17.37 K | $252.62 K | 100.00% | 0.05% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 17.00 K | $247.18 K | 0.00% | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 15.99 K | $232.51 K | -6.90% | 0.05% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 14.78 K | $214.84 K | 18.06% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 14.47 K | $210.32 K | 0.00% | 0.05% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 14.41 K | $209.50 K | 0.79% | 0.04% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 12.75 K | $185.39 K | 0.00% | 0.04% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 12.00 K | $174.00 K | -36.00% | 0.04% |
| MARINER, LLC | 08/13/2026 | 11.46 K | $166.57 K | -7.15% | 0.04% |
| HRT FINANCIAL LP | 08/14/2026 | 11.40 K | $165.00 K | 100.00% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 11.30 K | $162.98 K | 1.21% | 0.04% |
| PW NOVA FINANCIAL SERVICES LLC | 07/29/2026 | 10.85 K | $157.82 K | 2.27% | 0.03% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 07/30/2026 | 10.00 K | $145.40 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 7.94 K | $115.41 K | 0.00% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 6.76 K | $98.22 K | 100.00% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 6.00 K | $87.24 K | 300.00% | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 5.69 K | $81.07 K | 100.00% | 0.02% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 3.51 K | $51.04 K | 100.00% | 0.01% |
| FIFTH THIRD BANCORP | 08/05/2026 | 3.25 K | $47.26 K | -49.79% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 2.61 K | $37.90 K | 100.00% | 0.01% |
| BANKPLUS TRUST DEPARTMENT | 07/28/2026 | 2.51 K | $36.42 K | 0.00% | 0.01% |
| PRIVATE TRUST CO NA | 07/28/2026 | 2.00 K | $29.08 K | 0.00% | 0.01% |
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John Hancock Preferred Income Fund III institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund III. The most heavily invested institutionals were:
UBS Group AG: 1.29 M
MORGAN STANLEY: 837,423
LPL Financial LLC: 298,403
Invesco Ltd.: 217,859
AMERIPRISE FINANCIAL INC: 176,393
Cetera Investment Advisers: 176,029
13.53% of John Hancock Preferred Income Fund III stock is owned by institutional investors.
Institutional investors have bought a total of 6.12 M shares in the last 24 months. This purchase volume represents approximately $88.75 M in transactions.