JOHN HANCOCK PREFERRED INCOME FUND - HPI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 649,908 | 10,197 | 0.0% | 0.0% | 1 | +11,229 | 1.76% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 529,980 | 8,315 | 0.0% | 0.0% | 2 | +51,100 | 10.67% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 272,195 | 4,270 | 0.01% | 0.01% | 3 | +4,323 | 1.61% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 254,181 | 3,988 | 0.0% | 0.0% | 4 | +2,823 | 1.12% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 205,539 | 3,224 | 0.03% | 0.02% | 5 | -6,198 | -2.93% | Q1 2026 | May 15, 2026 |
| TSP Capital Management Group, LLC | History | Added to | 201,710 | 3,164 | 0.77% | 0.51% | 6 | +72,350 | 55.93% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 196,261 | 3,079 | 0.0% | 0.0% | 7 | +8,233 | 4.38% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 181,802 | 2,852 | 0.0% | 0.0% | 8 | -1,457 | -0.8% | Q1 2026 | May 12, 2026 |
| COHEN & STEERS, INC. | History | Added to | 177,458 | 2,784 | 0.0% | 0.0% | 9 | +36,894 | 26.25% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 119,871 | 1,880 | 0.0% | 0.0% | 10 | -1,165 | -0.96% | Q1 2026 | May 14, 2026 |
| Advisory Resource Group | History | Reduced | 100,111 | 1,570 | 0.27% | 0.29% | 11 | -3,084 | -2.99% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Reduced | 98,964 | 1,552 | 0.01% | 0.01% | 12 | -4,351 | -4.21% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,939 | 1,379 | 0.01% | 0.01% | 13 | +2,011 | 2.34% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 77,966 | 1,223 | 0.0% | 0.0% | 14 | -27,276 | -25.92% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 50,346 | 789 | 0.0% | 0.0% | 15 | +4,469 | 9.74% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 46,039 | 722 | 0.0% | 0.0% | 16 | +1,227 | 2.74% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 39,676 | 622 | 0.0% | 0.0% | 17 | -16,456 | -29.32% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,356 | 586 | 0.0% | 0.0% | 18 | -521 | -1.38% | Q1 2026 | Apr 30, 2026 |
| SAM Advisors, LLC | History | Added to | 32,089 | 503 | 0.16% | 0.16% | 19 | +57 | 0.18% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,238 | 490 | 0.0% | 0.0% | 20 | +2,117 | 7.27% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,948 | 469 | 0.0% | 0.0% | 21 | +2,899 | 10.72% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 27,265 | 427 | 0.0% | 0.01% | 22 | -300 | -1.09% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,412 | 400 | 0.0% | 0.0% | 23 | -300 | -1.17% | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | No change | 23,460 | 368 | 0.05% | 0.06% | 24 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,958 | 360 | 0.0% | 0.0% | 25 | -6,413 | -21.83% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,770 | 357 | 0.0% | 0.0% | 26 | +336 | 1.5% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 21,999 | 345 | 0.01% | 0.01% | 27 | +999 | 4.76% | Q1 2026 | May 07, 2026 |
| Norris Financial Group, LLC | History | Added to | 20,600 | 323 | 0.11% | 0.09% | 28 | +4,500 | 27.95% | Q1 2026 | May 20, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 18,365 | 288 | 0.04% | 0.05% | 29 | +20 | 0.11% | Q1 2026 | May 08, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 17,273 | 271 | 0.21% | 0.23% | 30 | -134 | -0.77% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,571 | 259 | 0.0% | 0.0% | 31 | +146 | 0.89% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | New | 15,860 | 248 | 0.01% | — | 32 | +15,860 | New | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 13,248 | 207 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 12,951 | 203 | 0.01% | — | 34 | +12,951 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,980 | 198 | 0.01% | 0.01% | 35 | +78 | 0.6% | Q1 2026 | Apr 24, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 11,620 | 182 | 0.1% | 0.12% | 36 | -1,900 | -14.05% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,092 | 174 | 0.0% | 0.0% | 37 | +165 | 1.51% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | No change | 10,900 | 171 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,558 | 165 | 0.0% | 0.0% | 39 | -1,290 | -10.89% | Q1 2026 | Apr 15, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 4,599 | 72 | 0.07% | 0.07% | 40 | +105 | 2.34% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 4,308 | 67 | 0.0% | 0.0% | 41 | +25 | 0.58% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | New | 4,000 | 62 | 0.18% | — | 42 | +4,000 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,768 | 61 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,675 | 57 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,323 | 45 | 0.0% | 0.0% | 45 | -2,737 | -13.64% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,150 | 33 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 2,076 | 32 | 0.02% | 0.02% | 47 | +37 | 1.81% | Q1 2026 | Apr 22, 2026 |
| CITY HOLDING CO | History | No change | 2,000 | 31 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,821 | 28 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,500 | 23 | 0.0% | 0.0% | 50 | -1,180 | -44.03% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,272 | 19 | 0.0% | 0.0% | 51 | +1,072 | 536.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 15 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 825 | 12 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 700 | 10 | 0.0% | — | 55 | +700 | New | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 700 | 10 | 0.0% | 0.0% | 54 | +200 | 40.0% | Q1 2026 | Apr 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 549 | 8 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 553 | 8 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ORG Partners LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ascentis Independent Advisors | History | New | 500 | 7 | 0.0% | — | 59 | +500 | New | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | No change | 400 | 6 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Advisors Asset Management, Inc. | History | New | 381 | 5 | 0.0% | — | 62 | +381 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 324 | 5 | 0.0% | — | 63 | +324 | New | Q1 2026 | Apr 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 350 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 300 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Motiv8 Investments LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 164 | 2 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 146 | 2 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -136,169 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,576 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,035 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,265 | -100.0% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,033 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 06, 2026 |