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 | 05/05/2026 | 1.23 M | $17.53 M | 4.94% | 3.83% |
| MORGAN STANLEY | 05/15/2026 | 775.95 K | $11.05 M | -0.96% | 2.41% |
| LPL FINANCIAL LLC | 05/06/2026 | 315.69 K | $4.50 M | 6.54% | 0.98% |
| INVESCO LTD. | 05/12/2026 | 214.96 K | $3.06 M | -3.82% | 0.67% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 168.26 K | $2.40 M | 7.43% | 0.52% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 166.66 K | $2.37 M | -1.47% | 0.52% |
| ROYAL BANK OF CANADA | 05/15/2026 | 164.92 K | $2.35 M | 2.06% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 147.00 K | $2.09 M | 0.04% | 0.46% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 112.89 K | $1.61 M | -32.31% | 0.35% |
| FIERA CAPITAL CORP | 05/12/2026 | 110.70 K | $1.58 M | -4.20% | 0.34% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 06/08/2026 | 62.23 K | $886.18 K | -2.15% | 0.19% |
| COHEN & STEERS, INC. | 05/15/2026 | 61.23 K | $872.00 K | 107.95% | 0.19% |
| ACTIVEST WEALTH MANAGEMENT | 04/15/2026 | 58.59 K | $834.30 K | -2.92% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 52.13 K | $742.35 K | 7.85% | 0.16% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 48.11 K | $685.02 K | 7.11% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 47.52 K | $676.65 K | 16.05% | 0.15% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 40.48 K | $576.36 K | -0.65% | 0.13% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 38.63 K | $550.09 K | 0.00% | 0.12% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 32.21 K | $458.64 K | 100.00% | 0.10% |
| PHILADELPHIA TRUST CO | 05/13/2026 | 27.82 K | $396.00 K | -33.29% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 26.58 K | $383.28 K | 0.00% | 0.08% |
| POST RESCH TALLON GROUP INC. | 04/08/2026 | 25.81 K | $364.69 K | 0.10% | 0.08% |
| ARKFELD WEALTH STRATEGIES, L.L.C. | 04/17/2026 | 25.46 K | $368.22 K | 3.43% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 22.17 K | $316.00 K | 9.84% | 0.07% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 05/14/2026 | 20.71 K | $294.86 K | 100.00% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 19.35 K | $275.59 K | 3,125.50% | 0.06% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 18.75 K | $267.00 K | -11.15% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 17.60 K | $250.62 K | -8.81% | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 17.18 K | $244.60 K | -5.69% | 0.05% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 17.00 K | $242.08 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 14.47 K | $205.98 K | 0.00% | 0.05% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 14.30 K | $203.57 K | 0.78% | 0.04% |
| ONEASCENT FINANCIAL SERVICES LLC | 04/21/2026 | 12.75 K | $181.56 K | 100.00% | 0.04% |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 12.52 K | $178.23 K | -1.57% | 0.04% |
| MARINER, LLC | 05/13/2026 | 12.34 K | $175.70 K | -2.02% | 0.04% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 11.51 K | $163.93 K | 100.00% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 11.16 K | $154.35 K | 6.73% | 0.03% |
| 04/16/2026 | 10.61 K | $151.13 K | 2.30% | 0.03% | |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 04/30/2026 | 10.00 K | $142.40 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 7.94 K | $113.03 K | 0.00% | 0.02% |
| FIFTH THIRD BANCORP | 05/01/2026 | 6.47 K | $92.18 K | 100.00% | 0.02% |
| BANKPLUS TRUST DEPARTMENT | 05/11/2026 | 2.51 K | $35.67 K | 0.00% | 0.01% |
| PRIVATE TRUST CO NA | 04/30/2026 | 2.00 K | $28.48 K | 0.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 1.69 K | $24.12 K | 100.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 1.50 K | $21.36 K | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 05/04/2026 | 1.22 K | $17.33 K | 2.27% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.08 K | $15.39 K | 116.20% | 0.00% |
| OLISTICO WEALTH, LLC | 04/09/2026 | 1.02 K | $14.51 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 680 | $9.68 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 531 | $7.57 K | 1.34% | 0.00% |
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John Hancock Preferred Income Fund III institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund III. The most heavily invested institutionals were:
UBS Group AG: 1.23 M
MORGAN STANLEY: 775,954
LPL Financial LLC: 315,690
Invesco Ltd.: 214,959
AMERIPRISE FINANCIAL INC: 168,263
Cetera Investment Advisers: 166,660
13.14% of John Hancock Preferred Income Fund III stock is owned by institutional investors.
Institutional investors have bought a total of 5.98 M shares in the last 24 months. This purchase volume represents approximately $86.82 M in transactions.