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John Hancock Prefer Inc II (HPF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Axim Planning & Wealth
DECREASED
Shares237,374 from 245,354
Change-7,980 (-3%)
Value$3.2M (-$696.3K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares116,418 from 124,316
Change-7,898 (-6%)
Value$1.6M (-$404.7K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares86,721 from 88,783
Change-2,062 (-2%)
Value$1.2M (-$240.9K)
Filed 2026-11-06
Kestra Advisory Services, LLC
DECREASED
Shares65,646 from 67,469
Change-1,823 (-3%)
Value$884.2K (-$186.5K)
Filed 2026-11-02
Wolverine Asset Management LLC
NEW
Shares40,281
Change+40,281
Value$542.6K
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares26,107 from 31,600
Change-5,493 (-17%)
Value$351.7K (-$149.8K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares22,098 from 23,570
Change-1,472 (-6%)
Value$298.0K (-$76.0K)
Filed 2026-10-22
Vanguard Capital Wealth Advisors
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$269.4K (-$48.0K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares17,907 from 13,810
Change+4,097 (+30%)
Value$245.1K (+$25.9K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares15,892 from 20,218
Change-4,326 (-21%)
Value$214.1K (-$106.8K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,506 from 14,475
Change+31 (+0%)
Value$191.8K (-$40.8K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares12,393
Change+12,393
Value$166.9K
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares12,293 from 12,100
Change+193 (+2%)
Value$165.6K (-$26.4K)
Filed 2026-10-30
Live Oak Private Wealth LLC
UNCHANGED
Shares10,891 from 10,891
Change0 (0%)
Value$146.7K (-$26.1K)
Filed 2026-11-02
MSH Capital Advisors LLC
UNCHANGED
Shares10,403 from 10,403
Change0 (0%)
Value$140.1K (-$25.0K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares3,900
Change+3,900
Value$52.5K
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares1,984
Change+1,984
Value$26.7K
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$26.6K (-$4.7K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$25.7K (-$4.6K)
Filed 2026-10-09
Highline Wealth Partners LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$7.9K (-$1.4K)
Filed 2026-10-19
Larson Financial Group LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$7.4K (-$1.3K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.7K (-$1.2K)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$2.2K (-$384)
Filed 2026-10-08
Assetmark, Inc
DECREASED
Shares3 from 54
Change-51 (-94%)
Value$40 (-$817)
Filed 2026-10-21
Arlington Capital Management Inc
CLOSED
Shares0 from 16,045
Change-16,045 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-30
International Assets Investment Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-02
Country Trust Bank
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-30
Guggenheim Capital LLC
N/A
Shares— from 419,732
Change-419,732 (-100%)
Value—
UBS Group AG
N/A
Shares— from 378,633
Change-378,633 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 290,258
Change-290,258 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 175,326
Change-175,326 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 172,487
Change-172,487 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 147,402
Change-147,402 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 85,467
Change-85,467 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 55,760
Change-55,760 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,223
Change-54,223 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 50,878
Change-50,878 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,040
Change-30,040 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,285
Change-29,285 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,088
Change-26,088 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24,203
Change-24,203 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 17,908
Change-17,908 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,181
Change-12,181 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Axim Planning & Wealth
DECREASED237,374245,354-7,980-3%$3.9M$3.2M-$696.3K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED116,418124,316-7,898-6%$2.0M$1.6M-$404.7K2026-11-05
LPL Financial LLC
DECREASED86,72188,783-2,062-2%$1.4M$1.2M-$240.9K2026-11-06
Kestra Advisory Services, LLC
DECREASED65,64667,469-1,823-3%$1.1M$884.2K-$186.5K2026-11-02
Wolverine Asset Management LLC
NEW40,281—+40,281——$542.6K—2026-11-02
Commonwealth Equity Services, LLC
DECREASED26,10731,600-5,493-17%$501.5K$351.7K-$149.8K2026-11-02
Wedbush Securities Inc
DECREASED22,09823,570-1,472-6%$374.0K$298.0K-$76.0K2026-10-22
Vanguard Capital Wealth Advisors
UNCHANGED20,00020,00000%$317.4K$269.4K-$48.0K2026-10-16
StoneX Group Inc.
INCREASED17,90713,810+4,097+30%$219.2K$245.1K+$25.9K2026-11-03
Koshinski Asset Management, Inc.
DECREASED15,89220,218-4,326-21%$320.9K$214.1K-$106.8K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED14,50614,475+31+0%$232.6K$191.8K-$40.8K2026-10-13
Concurrent Investment Advisors, LLC
NEW12,393—+12,393——$166.9K—2026-10-16
Spire Wealth Management
INCREASED12,29312,100+193+2%$192.0K$165.6K-$26.4K2026-10-30
Live Oak Private Wealth LLC
UNCHANGED10,89110,89100%$172.8K$146.7K-$26.1K2026-11-02
MSH Capital Advisors LLC
UNCHANGED10,40310,40300%$165.1K$140.1K-$25.0K2026-11-03
William Mack & Associates, Inc.
NEW3,900—+3,900——$52.5K—2026-10-27
Livelsberger Financial Advisory
NEW1,984—+1,984——$26.7K—2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED1,9751,97500%$31.3K$26.6K-$4.7K2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED1,9051,90500%$30.2K$25.7K-$4.6K2026-10-09
Highline Wealth Partners LLC
UNCHANGED58558500%$9.3K$7.9K-$1.4K2026-10-19
Larson Financial Group LLC
UNCHANGED55055000%$8.7K$7.4K-$1.3K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED50050000%$7.9K$6.7K-$1.2K2026-10-14
Farther Finance Advisors, LLC
UNCHANGED16016000%$2.5K$2.2K-$3842026-10-08
Assetmark, Inc
DECREASED354-51-94%$857$40-$8172026-10-21
Arlington Capital Management Inc
CLOSED016,045-16,045-100%$254.6K$0-$254.6K2026-10-30
International Assets Investment Management, LLC
CLOSED0600-600-100%$9.6K$0-$9.6K2026-11-02
Country Trust Bank
CLOSED0550-550-100%$8.7K$0-$8.7K2026-10-30
Guggenheim Capital LLC
N/A—419,732-419,732-100%$6.7M———
UBS Group AG
N/A—378,633-378,633-100%$6.0M———
Janney Montgomery Scott LLC
N/A—290,258-290,258-100%$4.6M———
Morgan Stanley
N/A—175,326-175,326-100%$2.8M———
Cohen & Steers, Inc.
N/A—172,487-172,487-100%$2.7M———
Invesco Ltd.
N/A—147,402-147,402-100%$2.3M———
Wells Fargo & Company
N/A—85,467-85,467-100%$1.4M———
Everstar Asset Management, LLC
N/A—55,760-55,760-100%$884.9K———
Osaic Holdings, Inc.
N/A—54,223-54,223-100%$860.5K———
Bank of America Corp
N/A—50,878-50,878-100%$807.4K———
Royal Bank of Canada
N/A—30,040-30,040-100%$477.0K———
Cetera Investment Advisers
N/A—29,285-29,285-100%$464.8K———
Raymond James Financial Inc
N/A—26,088-26,088-100%$414.0K———
Ameritas Advisory Services, LLC
N/A—24,203-24,203-100%$384.1K———
Kapstone Financial Advisors LLC
N/A—20,743-20,743-100%$329.2K———
NewEdge Advisors, LLC
N/A—17,908-17,908-100%$284.2K———
Stifel Financial Corp
N/A—13,085-13,085-100%$207.7K———
Private Advisor Group, LLC
N/A—12,181-12,181-100%$193.3K———
Webster Bank, N. A.
N/A—2,879-2,879-100%$45.7K———
Global Retirement Partners, LLC
N/A—2,679-2,679-100%$42.5K———
Arax Advisory Partners
N/A—2,450-2,450-100%$38.9K———
SOA Wealth Advisors, Llc.
N/A—1,678-1,678-100%$26.6K———
Anchor Investment Management, LLC
N/A—1,153-1,153-100%$18.3K———
Dunhill Financial, LLC
N/A—455-455-100%$7.2K———
Huntington National Bank
N/A—1-1-100%$16———
Showing 52 of 52 institutions