John Hancock Preferred Income Fund III (HPS) Institutional Ownership

$15.40
-0.07 (-0.45%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for John Hancock Preferred Income Fund III (NYSE:HPS)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$6.86M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$645.37K
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HPS Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund III Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Concourse Financial Group Securities Inc.1,591$25K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC104,673$1.62M0.0%-1.6%0.000%
4/24/2024 Activest Wealth Management22,167$342K0.2%+899.9%0.000%
4/23/2024 Global Retirement Partners LLC4,302$66K0.0%+58.6%0.000%
4/22/2024 Everpar Advisors LLC11,048$170K0.1%N/A0.000%
2/12/2024 Pine Valley Investments Ltd Liability Co17,141$242K0.0%+46.0%0.000%
2/9/2024 UBS Group AG750,210$10.61M0.0%+74.1%0.000%
2/7/2024 Shaker Financial Services LLC47,653$674K0.3%N/A0.000%
2/7/2024 Selway Asset Management38,760$548K0.2%-6.7%0.000%
1/31/2024 Western Wealth Management LLC36,459$516K0.0%-6.2%0.000%
1/19/2024 Activest Wealth Management2,217$31K0.0%N/A0.000%
1/18/2024 Global Retirement Partners LLC2,713$39K0.0%+255.1%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.18,402$260K0.0%-3.9%0.000%
1/11/2024 OneAscent Financial Services LLC12,750$180K0.0%N/A0.000%
11/15/2023 Ramirez Asset Management Inc.3,500$47K0.0%N/A0.000%
11/9/2023 UBS Group AG430,964$5.75M0.0%-2.3%0.000%
11/8/2023Burney Co.30,625$408K0.0%-17.4%0.000%
11/2/2023 Selway Asset Management41,560$554K0.2%-10.7%0.000%
11/1/2023 Selway Asset Management41,560$554K0.3%-10.7%0.000%
10/31/2023Golden Green Inc.43,769$583K0.6%+2.4%0.000%
10/26/2023Cambridge Trust Co.11,500$153K0.0%N/A0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.19,152$255K0.0%-6.7%0.000%
10/23/2023Commonwealth Equity Services LLC71,020$947K0.0%-4.1%0.000%
8/30/2023 Western Wealth Management LLC38,388$538K0.0%-6.8%0.000%
8/10/2023 Cetera Advisor Networks LLC90,405$1.27M0.0%+3.8%0.000%
8/10/2023Burney Co.37,085$520K0.0%-9.3%0.000%
8/4/2023 Cullen Frost Bankers Inc.3,045$43K0.0%N/A0.000%
8/1/2023 Keybank National Association OH18,000$252K0.0%-10.0%0.000%
7/31/2023 LPL Financial LLC73,376$1.03M0.0%+34.1%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.20,519$287K0.0%+8.1%0.000%
7/25/2023 Raymond James & Associates16,645$233K0.0%+59.8%0.000%
7/20/2023 Jmac Enterprises LLC11,261$158K0.0%N/A0.000%
5/11/2023 Barrett & Company Inc.1,950$29K0.0%N/A0.000%
5/11/2023Golden Green Inc.43,197$632K0.7%N/A0.000%
5/10/2023Burney Co.40,900$598K0.0%-2.0%0.000%
4/28/2023 Ameritas Advisory Services LLC4,136$60K0.0%N/A0.000%
4/26/2023 Fiera Capital Corp84,641$1.24M0.0%-2.1%0.000%
4/24/2023Ahrens Investment Partners LLC1,800$26K0.0%N/A0.000%
4/14/2023 Raymond James & Associates10,414$152K0.0%-24.0%0.000%
2/10/2023 Advisor Group Holdings Inc.152,604$2.20M0.0%+23.2%0.000%
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2/9/2023 Elequin Securities LLC7,142$103K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.18,324$264K0.0%+7.4%0.000%
2/8/2023 UBS Group AG506,531$7.31M0.0%-4.6%0.000%
2/8/2023 Fiera Capital Corp86,466$1.25M0.0%+5.7%0.000%
2/7/2023Commonwealth Equity Services LLC84,932$1.23M0.0%-1.0%0.000%
2/7/2023 LPL Financial LLC58,136$839K0.0%+10.4%0.000%
2/6/2023Burney Co.41,742$602K0.0%-13.6%0.000%
2/1/2023 Janney Montgomery Scott LLC23,946$346K0.0%-6.8%0.000%
1/31/2023 Wedbush Securities Inc.26,352$380K0.0%+3.6%0.000%
11/15/2022 Sowell Financial Services LLC46,633$699K0.1%N/A0.000%
11/15/2022 Cohen & Steers Inc.36,388$545K0.0%-48.1%0.000%
11/10/2022 UBS Group AG531,225$7.96M0.0%+3.2%0.000%
11/7/2022 Western Wealth Management LLC40,660$620K0.0%-3.1%0.000%
11/2/2022 Rockefeller Capital Management L.P.6,702$100K0.0%-31.7%0.000%
10/27/2022 Keybank National Association OH20,000$300K0.0%N/A0.000%
10/25/2022 Janney Montgomery Scott LLC25,684$385K0.0%-5.2%0.000%
10/24/2022 Stratos Wealth Partners LTD.12,124$182K0.0%-31.9%0.000%
9/16/2022 Private Trust Co. NA3,500$55K0.0%N/A0.000%
8/23/2022 Captrust Financial Advisors6,503$103K0.0%N/A0.000%
8/11/2022 Cetera Advisor Networks LLC42,794$674K0.0%+169.5%0.000%
8/11/2022 Selway Asset Management46,560$734K0.4%+5.9%0.000%
8/11/2022 UBS Group AG514,901$8.12M0.0%-3.1%0.000%
8/10/2022 Fiera Capital Corp81,971$1.29M0.0%+21.7%0.000%
7/22/2022 Stratos Wealth Partners LTD.17,804$281K0.0%-4.0%0.000%
7/21/2022 Wedbush Securities Inc.25,935$409K0.0%+8.0%0.000%
7/19/2022Commonwealth Equity Services LLC86,027$1.36M0.0%-2.1%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.10,864$171K0.0%-27.4%0.000%
5/16/2022 Cohen & Steers Inc.82,352$1.48M0.0%-41.3%0.000%
5/11/2022 Twelve Points Wealth Management LLC12,165$218K0.2%-26.3%0.000%
5/10/2022 Western Wealth Management LLC41,960$754K0.0%N/A0.000%
5/9/2022 Fiera Capital Corp67,343$1.21M0.0%+28.7%0.000%
5/9/2022Burney Co.47,733$857K0.0%+4.0%0.000%
5/9/2022 Spectrum Asset Management Inc.646,421$11.61M7.1%N/A0.000%
5/9/2022 Herold Advisors Inc.1,986$36K0.0%N/A0.000%
5/4/2022 Advisor Group Holdings Inc.73,912$1.33M0.0%+41.2%0.000%
5/4/2022 Arkfeld Wealth Strategies L.L.C.22,000$372K0.2%-4.3%0.000%
5/4/2022Commonwealth Equity Services LLC87,880$1.58M0.0%+1.5%0.000%
4/26/2022 Stratos Wealth Partners LTD.18,554$333K0.0%-13.8%0.000%
4/20/2022 Sigma Planning Corp11,988$215K0.0%+15.5%0.000%
3/18/2022 Twelve Points Wealth Management LLC16,499$309K0.3%N/A0.000%
2/10/2022 Nwam LLC11,356$213K0.0%-50.0%0.000%
2/9/2022 Lazard Asset Management LLC7,000$131K0.0%-58.8%0.000%
2/9/2022 Sowell Financial Services LLC36,475$684K0.0%-21.8%0.000%
2/9/2022 Geneos Wealth Management Inc.6,097$114K0.0%+86.2%0.000%
2/8/2022 Raymond James Financial Services Advisors Inc.21,378$401K0.0%-10.8%0.000%
2/8/2022 Fiera Capital Corp52,342$981K0.0%+2.9%0.000%
2/8/2022 Raymond James & Associates19,861$372K0.0%+7.0%0.000%
2/7/2022 Concourse Financial Group Securities Inc.1,871$35K0.0%N/A0.000%
2/4/2022 Ironwood Investment Counsel LLC10,000$187K0.0%N/A0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.12,658$237K0.0%+8.6%0.000%
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2/3/2022 Advisor Group Holdings Inc.52,363$981K0.0%-11.3%0.000%
2/2/2022 Sigma Planning Corp10,378$195K0.0%-18.8%0.000%
1/31/2022Commonwealth Equity Services LLC86,600$1.62M0.0%+0.9%0.000%
1/31/2022 Nottingham Advisors Inc.15,594$292K0.0%N/A0.000%
1/27/2022 Janney Montgomery Scott LLC27,367$513K0.0%-2.1%0.000%
1/25/2022 OLD National Bancorp IN11,620$218K0.0%-26.4%0.000%
1/14/2022 Stratos Wealth Partners LTD.21,534$404K0.0%+2.7%0.000%
12/8/2021 Moors & Cabot Inc.25,000$25K0.0%N/A0.000%
11/16/2021 Cetera Advisor Networks LLC11,105$208K0.0%N/A0.000%
11/16/2021 UBS Group AG550,498$10.31M0.0%-3.2%0.000%
(Data available from 1/1/2016 forward)

HPS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HPS shares?

During the previous two years, 37 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund III. The most heavily invested institutionals were UBS Group AG ($10.61M), Advisor Group Holdings Inc. ($2.20M), Commonwealth Equity Services LLC ($1.62M), Cetera Advisor Networks LLC ($1.27M), Fiera Capital Corp ($1.24M), LPL Financial LLC ($1.03M), and Sowell Financial Services LLC ($699K).Learn more on HPS's institutional investors.

Which institutional investors have been buying John Hancock Preferred Income Fund III stock?

Of the 29 institutional investors that purchased John Hancock Preferred Income Fund III stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($335.57K), Shaker Financial Services LLC ($47.65K), Sowell Financial Services LLC ($46.63K), Golden Green Inc. ($44.22K), Cetera Advisor Networks LLC ($30.18K), Advisor Group Holdings Inc. ($28.72K), and LPL Financial LLC ($24.14K).

How much institutional buying is happening at John Hancock Preferred Income Fund III?

Institutional investors have bought a total of 721,767 shares in the last 24 months. This purchase volume represents approximately $10.43M in transactions.

Which John Hancock Preferred Income Fund III major shareholders have been selling company stock?

Of the 14 institutional investors that sold John Hancock Preferred Income Fund III stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($51.34K), Cohen & Steers Inc. ($33.79K), Burney Co. ($17.70K), Selway Asset Management ($12.80K), Commonwealth Equity Services LLC ($7.42K), Western Wealth Management LLC ($6.53K), and Stratos Wealth Partners LTD. ($6.43K).

How much institutional selling is happening at John Hancock Preferred Income Fund III?

Institutional investors have sold a total of 155,579 shares in the last 24 months. This volume of shares sold represents approximately $2.26M in transactions.


This page (NYSE:HPS) was last updated on 5/19/2024 by MarketBeat.com Staff

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