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 | 01/29/2026 | 1.17 M | $16.91 M | 2.78% | 3.65% |
| MORGAN STANLEY | 02/13/2026 | 783.45 K | $11.29 M | 0.27% | 2.44% |
| LPL FINANCIAL LLC | 02/11/2026 | 296.32 K | $4.27 M | 0.72% | 0.92% |
| INVESCO LTD. | 02/19/2026 | 223.51 K | $3.22 M | -16.68% | 0.69% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 169.15 K | $2.44 M | -3.74% | 0.53% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 166.78 K | $2.40 M | -3.44% | 0.52% |
| ROYAL BANK OF CANADA | 02/17/2026 | 161.60 K | $2.33 M | 2.54% | 0.50% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 156.63 K | $2.26 M | 9.76% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 146.94 K | $2.12 M | -0.66% | 0.46% |
| FIERA CAPITAL CORP | 02/11/2026 | 115.55 K | $1.67 M | 18.12% | 0.36% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 02/13/2026 | 63.60 K | $916.45 K | -0.24% | 0.20% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 60.65 K | $873.92 K | 10.51% | 0.19% |
| ACTIVEST WEALTH MANAGEMENT | 01/30/2026 | 60.35 K | $869.68 K | -15.07% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 48.34 K | $696.53 K | 9.33% | 0.15% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 44.91 K | $647.20 K | -3.06% | 0.14% |
| PHILADELPHIA TRUST CO | 02/12/2026 | 41.70 K | $601.00 K | -24.04% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 40.94 K | $590.03 K | 0.52% | 0.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 40.74 K | $587.05 K | -17.66% | 0.13% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 38.63 K | $556.66 K | 0.00% | 0.12% |
| COHEN & STEERS, INC. | 02/13/2026 | 29.45 K | $424.00 K | -14.52% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 29.04 K | $418.52 K | 100.00% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 26.58 K | $385.41 K | 0.00% | 0.08% |
| POST RESCH TALLON GROUP INC. | 01/09/2026 | 25.78 K | $371.53 K | 1.48% | 0.08% |
| ARKFELD WEALTH STRATEGIES, L.L.C. | 01/12/2026 | 24.62 K | $356.75 K | 1.35% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 22.67 K | $326.62 K | 6.75% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 21.10 K | $304.00 K | 0.00% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 20.19 K | $291.00 K | 13.54% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 19.30 K | $278.11 K | -5.39% | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 18.21 K | $262.45 K | 0.13% | 0.06% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 18.08 K | $260.59 K | 100.00% | 0.06% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 17.00 K | $244.97 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 14.89 K | $214.52 K | 100.00% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 14.47 K | $208.44 K | 0.00% | 0.05% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 14.19 K | $204.40 K | 1.76% | 0.04% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 12.72 K | $183.24 K | 8.54% | 0.04% |
| MARINER, LLC | 02/13/2026 | 12.59 K | $181.46 K | -1.95% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 10.46 K | $150.67 K | 100.00% | 0.03% |
| 04/09/2026 | 10.37 K | $151.00 K | 100.00% | 0.03% | |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 01/15/2026 | 10.00 K | $144.10 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 7.94 K | $114.38 K | -25.80% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 6.37 K | $91.82 K | 100.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 4.00 K | $57.64 K | 0.00% | 0.01% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 3.73 K | $53.71 K | -7.86% | 0.01% |
| COMERICA BANK | 01/29/2026 | 3.25 K | $46.83 K | 0.00% | 0.01% |
| BANKPLUS TRUST DEPARTMENT | 01/27/2026 | 2.51 K | $36.10 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 2.07 K | $29.84 K | 2,816.90% | 0.01% |
| PRIVATE TRUST CO NA | 01/26/2026 | 2.00 K | $28.82 K | 0.00% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 1.50 K | $21.62 K | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 01/28/2026 | 1.19 K | $17.14 K | 2.23% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.13 K | $16.25 K | 0.00% | 0.00% |
John Hancock Preferred Income Fund III institutional Ownership - FAQ's
During the previous two years, 104 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
Activest Wealth Management: 58,589
COMMONWEALTH EQUITY SERVICES, LLC: 52,131
Sowell Financial Services LLC: 48,105
Live Oak Private Wealth LLC: 38,630
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 26,580
13.22% of John Hancock Preferred Income Fund III stock is owned by institutional investors.
Institutional investors have bought a total of 6.02 M shares in the last 24 months. This purchase volume represents approximately $87.41 M in transactions.