John Hancock Prefer Inc (HPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares269,368 from 277,902

Change-8,534 (-3%)

Value$3.8M (-$733.6K)

Filed 2026-11-02

TSP Capital Management Group, LLC

INCREASED

Shares207,710 from 202,635

Change+5,075 (+3%)

Value$2.9M (-$376.8K)

Filed 2026-10-15

LPL Financial LLC

INCREASED

Shares198,551 from 194,889

Change+3,662 (+2%)

Value$2.8M (-$379.4K)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

DECREASED

Shares149,238 from 152,483

Change-3,245 (-2%)

Value$2.1M (-$382.4K)

Filed 2026-11-05

Fiera Capital Corp

UNCHANGED

Shares102,001 from 102,001

Change0 (0%)

Value$1.4M (-$225.4K)

Filed 2026-11-06

Advisory Resource Group

INCREASED

Shares100,622 from 100,187

Change+435 (+0%)

Value$1.4M (-$215.3K)

Filed 2026-10-26

Kestra Advisory Services, LLC

DECREASED

Shares77,066 from 80,970

Change-3,904 (-5%)

Value$1.1M (-$233.6K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares35,765 from 36,465

Change-700 (-2%)

Value$501.0K (-$90.0K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares22,812 from 25,412

Change-2,600 (-10%)

Value$314.6K (-$100.9K)

Filed 2026-10-13

KPP Advisory Services LLC

DECREASED

Shares22,760 from 23,460

Change-700 (-3%)

Value$318.6K (-$61.6K)

Filed 2026-10-26

Mallini Complete Financial Planning LLC

DECREASED

Shares15,045 from 17,540

Change-2,495 (-14%)

Value$210.6K (-$73.7K)

Filed 2026-10-06

B. Riley Wealth Advisors, Inc.

INCREASED

Shares13,522 from 13,030

Change+492 (+4%)

Value$189.3K (-$21.9K)

Filed 2026-10-13

Sowell Financial Services LLC

UNCHANGED

Shares10,900 from 10,900

Change0 (0%)

Value$152.6K (-$24.1K)

Filed 2026-10-23

Halbert Hargrove Global Advisors, LLC

DECREASED

Shares10,500 from 13,068

Change-2,568 (-20%)

Value$147.0K (-$64.8K)

Filed 2026-10-16

Compass Financial Management LLC

UNCHANGED

Shares6,541 from 6,541

Change0 (0%)

Value$91.6K (-$14.5K)

Filed 2026-10-30

Birchwood Financial Partners, Inc.

INCREASED

Shares6,033 from 4,704

Change+1,329 (+28%)

Value$84.5K (+$8.2K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares4,333 from 4,333

Change0 (0%)

Value$70.2K ($0)

Filed 2026-11-06

Harbor Investment Advisory, LLC

UNCHANGED

Shares3,675 from 3,675

Change0 (0%)

Value$51.5K (-$8.1K)

Filed 2026-10-13

Private Trust Co NA

UNCHANGED

Shares3,053 from 3,053

Change0 (0%)

Value$42.7K (-$6.7K)

Filed 2026-10-20

Smallwood Wealth Investment Management, LLC

INCREASED

Shares2,154 from 2,113

Change+41 (+2%)

Value$30.2K (-$4.1K)

Filed 2026-10-30

City Holding Co

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$28.0K (-$4.4K)

Filed 2026-10-19

Parallel Advisors, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$14.0K (-$2.2K)

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$9.8K (-$1.5K)

Filed 2026-10-19

Clearstead Advisors, LLC

UNCHANGED

Shares549 from 549

Change0 (0%)

Value$7.7K (-$1.2K)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares500

Change+500

Value$7.0K

Filed 2026-11-03

Piscataqua Savings Bank

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$5.6K (-$880)

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares324 from 324

Change0 (0%)

Value$4.5K (-$716)

Filed 2026-10-16

Cullen T Bankers, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$4.2K (-$663)

Filed 2026-10-28

Merit Financial Group, LLC

CLOSED

Shares0 from 10,563

Change-10,563 (-100%)

Value$0 (-$171.2K)

Filed 2026-11-06

Country Trust Bank

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$5.7K)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 146

Change-146 (-100%)

Value$0 (-$2.4K)

Filed 2026-11-02

UBS Group AG

N/A

Shares— from 654,443

Change-654,443 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 594,996

Change-594,996 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 277,823

Change-277,823 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 260,204

Change-260,204 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 180,415

Change-180,415 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 177,458

Change-177,458 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 118,465

Change-118,465 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 81,791

Change-81,791 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 52,068

Change-52,068 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 51,791

Change-51,791 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 43,302

Change-43,302 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 33,350

Change-33,350 (-100%)

Value—

SAM Advisors, LLC

N/A

Shares— from 29,942

Change-29,942 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,876

Change-29,876 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 27,265

Change-27,265 (-100%)

Value—

Norris Financial Group, LLC

N/A

Shares— from 22,600

Change-22,600 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 22,021

Change-22,021 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 21,189

Change-21,189 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 19,004

Change-19,004 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 18,575

Change-18,575 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 16,663

Change-16,663 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 14,755

Change-14,755 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 14,154

Change-14,154 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 13,884

Change-13,884 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 12,617

Change-12,617 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 11,620

Change-11,620 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,216

Change-10,216 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 5,410

Change-5,410 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,574

Change-3,574 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,821

Change-1,821 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,272

Change-1,272 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 190

Change-190 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 164

Change-164 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	269,368	277,902	-8,534	-3%	$4.5M	$3.8M	-$733.6K	2026-11-02
TSP Capital Management Group, LLC	INCREASED	207,710	202,635	+5,075	+3%	$3.3M	$2.9M	-$376.8K	2026-10-15
LPL Financial LLC	INCREASED	198,551	194,889	+3,662	+2%	$3.2M	$2.8M	-$379.4K	2026-11-06
J.W. Cole Advisors, Inc.	DECREASED	149,238	152,483	-3,245	-2%	$2.5M	$2.1M	-$382.4K	2026-11-05
Fiera Capital Corp	UNCHANGED	102,001	102,001	0	0%	$1.7M	$1.4M	-$225.4K	2026-11-06
Advisory Resource Group	INCREASED	100,622	100,187	+435	+0%	$1.6M	$1.4M	-$215.3K	2026-10-26
Kestra Advisory Services, LLC	DECREASED	77,066	80,970	-3,904	-5%	$1.3M	$1.1M	-$233.6K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	35,765	36,465	-700	-2%	$591.0K	$501.0K	-$90.0K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	22,812	25,412	-2,600	-10%	$415.5K	$314.6K	-$100.9K	2026-10-13
KPP Advisory Services LLC	DECREASED	22,760	23,460	-700	-3%	$380.3K	$318.6K	-$61.6K	2026-10-26
Mallini Complete Financial Planning LLC	DECREASED	15,045	17,540	-2,495	-14%	$284.3K	$210.6K	-$73.7K	2026-10-06
B. Riley Wealth Advisors, Inc.	INCREASED	13,522	13,030	+492	+4%	$211.2K	$189.3K	-$21.9K	2026-10-13
Sowell Financial Services LLC	UNCHANGED	10,900	10,900	0	0%	$176.7K	$152.6K	-$24.1K	2026-10-23
Halbert Hargrove Global Advisors, LLC	DECREASED	10,500	13,068	-2,568	-20%	$211.8K	$147.0K	-$64.8K	2026-10-16
Compass Financial Management LLC	UNCHANGED	6,541	6,541	0	0%	$106.0K	$91.6K	-$14.5K	2026-10-30
Birchwood Financial Partners, Inc.	INCREASED	6,033	4,704	+1,329	+28%	$76.3K	$84.5K	+$8.2K	2026-11-02
Allworth Financial LP	UNCHANGED	4,333	4,333	0	0%	$70.2K	$70.2K	$0	2026-11-06
Harbor Investment Advisory, LLC	UNCHANGED	3,675	3,675	0	0%	$59.6K	$51.5K	-$8.1K	2026-10-13
Private Trust Co NA	UNCHANGED	3,053	3,053	0	0%	$49.5K	$42.7K	-$6.7K	2026-10-20
Smallwood Wealth Investment Management, LLC	INCREASED	2,154	2,113	+41	+2%	$34.3K	$30.2K	-$4.1K	2026-10-30
City Holding Co	UNCHANGED	2,000	2,000	0	0%	$32.4K	$28.0K	-$4.4K	2026-10-19
Parallel Advisors, LLC	UNCHANGED	1,000	1,000	0	0%	$16.2K	$14.0K	-$2.2K	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	700	700	0	0%	$11.3K	$9.8K	-$1.5K	2026-10-19
Clearstead Advisors, LLC	UNCHANGED	549	549	0	0%	$8.9K	$7.7K	-$1.2K	2026-11-06
Ascentis Independent Advisors	NEW	500	—	+500	—	—	$7.0K	—	2026-11-03
Piscataqua Savings Bank	UNCHANGED	400	400	0	0%	$6.5K	$5.6K	-$880	2026-10-21
IFP Advisors, Inc	UNCHANGED	324	324	0	0%	$5.3K	$4.5K	-$716	2026-10-16
Cullen T Bankers, Inc.	UNCHANGED	300	300	0	0%	$4.9K	$4.2K	-$663	2026-10-28
Merit Financial Group, LLC	CLOSED	0	10,563	-10,563	-100%	$171.2K	$0	-$171.2K	2026-11-06
Country Trust Bank	CLOSED	0	350	-350	-100%	$5.7K	$0	-$5.7K	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	146	-146	-100%	$2.4K	$0	-$2.4K	2026-11-02
UBS Group AG	N/A	—	654,443	-654,443	-100%	$10.6M	—	—	—
Morgan Stanley	N/A	—	594,996	-594,996	-100%	$9.6M	—	—	—
Royal Bank of Canada	N/A	—	277,823	-277,823	-100%	$4.5M	—	—	—
Guggenheim Capital LLC	N/A	—	260,204	-260,204	-100%	$4.2M	—	—	—
Invesco Ltd.	N/A	—	180,415	-180,415	-100%	$2.9M	—	—	—
Cohen & Steers, Inc.	N/A	—	177,458	-177,458	-100%	$2.9M	—	—	—
Raymond James Financial Inc	N/A	—	118,465	-118,465	-100%	$1.9M	—	—	—
Bank of America Corp	N/A	—	81,791	-81,791	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	52,068	-52,068	-100%	$844.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	51,791	-51,791	-100%	$839.5K	—	—	—
Private Advisor Group, LLC	N/A	—	43,302	-43,302	-100%	$701.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	33,350	-33,350	-100%	$540.6K	—	—	—
SAM Advisors, LLC	N/A	—	29,942	-29,942	-100%	$485.4K	—	—	—
Wells Fargo & Company	N/A	—	29,876	-29,876	-100%	$484.3K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	27,265	-27,265	-100%	$442.0K	—	—	—
Norris Financial Group, LLC	N/A	—	22,600	-22,600	-100%	$366.3K	—	—	—
HighTower Advisors, LLC	N/A	—	22,021	-22,021	-100%	$357.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	21,189	-21,189	-100%	$343.5K	—	—	—
Citadel Advisors LLC	N/A	—	19,004	-19,004	-100%	$308.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	18,575	-18,575	-100%	$301.1K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	16,663	-16,663	-100%	$270.1K	—	—	—
IHT Wealth Management, LLC	N/A	—	14,755	-14,755	-100%	$239.2K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	14,154	-14,154	-100%	$229.4K	—	—	—
Advisors Asset Management, Inc.	N/A	—	13,884	-13,884	-100%	$225.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	12,617	-12,617	-100%	$204.5K	—	—	—
Everstar Asset Management, LLC	N/A	—	11,620	-11,620	-100%	$188.4K	—	—	—
Stifel Financial Corp	N/A	—	10,216	-10,216	-100%	$165.6K	—	—	—
Quantum Portfolio Management LLC	N/A	—	5,410	-5,410	-100%	$87.7K	—	—	—
IFG Advisory, LLC	N/A	—	4,000	-4,000	-100%	$64.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,574	-3,574	-100%	$57.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,821	-1,821	-100%	$29.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,500	-1,500	-100%	$24.3K	—	—	—
Harbour Investments, Inc.	N/A	—	1,272	-1,272	-100%	$20.6K	—	—	—
Clear Street Group Inc.	N/A	—	190	-190	-100%	$3.1K	—	—	—
Webster Bank, N. A.	N/A	—	164	-164	-100%	$2.7K	—	—	—

Showing 66 of 66 institutions