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John Hancock Prefer Inc III (HPS)

CUSIP: 41021P103 | US | Financial Services · Asset Management | Small Cap | 289 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wolverine Asset Management LLC103,843
0.0% of portfolio›$1.3M
Shaker Financial Services, LLC91,089
0.4% of portfolio›$1.1M
J.W. Cole Advisors, Inc.52,272
0.0% of portfolio›$629.4K
Commonwealth Equity Services, LLC47,362
0.0% of portfolio›$570.2K
Sowell Financial Services LLC46,197
0.0% of portfolio›$556.2K
Live Oak Private Wealth LLC38,630
0.1% of portfolio›$465.1K
Philadelphia Trust Co27,820
0.0% of portfolio›$335.0K
Arkfeld Wealth Strategies, L.L.C.26,210
0.1% of portfolio›$306.4K
Post Resch Tallon Group Inc.25,867
0.2% of portfolio›$311.4K
Wealth Enhancement Advisory Services, LLC25,155
0.0% of portfolio›$294.8K
Activest Wealth Management25,057
0.1% of portfolio›$301.7K
Keybank National Association17,000
0.0% of portfolio›$204.7K
Focus Financial Network, Inc.14,376
0.0% of portfolio›$173.1K
B. Riley Wealth Advisors, Inc.12,334
0.0% of portfolio›$148.5K
PW Nova Financial Services LLC11,124
0.0% of portfolio›$133.9K
Cherry Creek Investment Advisors, Inc.10,000
0.0% of portfolio›$120.4K
Fifth Third Bancorp7,676
0.0% of portfolio›$92.4K
Compass Financial Management LLC5,768
0.0% of portfolio›$69.5K
Barrett & Company, Inc.1,276
0.0% of portfolio›$15.4K
Olistico Wealth, LLC1,019
0.0% of portfolio›$12.3K
Highline Wealth Partners LLC500
0.0% of portfolio›$6.0K
Caldwell Trust Co194
0.0% of portfolio›$2.3K
Glass Jacobson Investment Advisors llc150
0.0% of portfolio›$1.8K
PNC Financial Services Group, Inc.71
0.0% of portfolio›$854
StyleTurnoverLocationFiled
Wolverine Asset Management LLC
103,843$1.3M0.0%Deep ValueVery HighChicago, IL2026-11-02
Shaker Financial Services, LLC
91,089$1.1M0.4%YieldHighArlington, VA2026-10-14
J.W. Cole Advisors, Inc.
52,272$629.4K0.0%IndexLowTampa, FL2026-11-05
Commonwealth Equity Services, LLC
47,362$570.2K0.0%ETFLowWaltham, MA2026-11-02
Sowell Financial Services LLC
46,197$556.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Live Oak Private Wealth LLC
38,630$465.1K0.1%ValueLowWilmington, NC2026-11-02
Philadelphia Trust Co
27,820$335.0K0.0%GrowthLowPhiladelphia, PA2026-11-05
Arkfeld Wealth Strategies, L.L.C.
26,210$306.4K0.1%ValueLowOmaha, NE2026-10-19
Post Resch Tallon Group Inc.
25,867$311.4K0.2%ETFLowPittsford, NY2026-10-09
Wealth Enhancement Advisory Services, LLC
25,155$294.8K0.0%CoreLowPlymouth, MN2026-10-13
Activest Wealth Management
25,057$301.7K0.1%ETFLowAventura, FL2026-10-15
Keybank National Association
17,000$204.7K0.0%CoreLowBrooklyn, OH2026-11-04
Focus Financial Network, Inc.
14,376$173.1K0.0%ETFLowMinneapolis, MN2026-10-14
B. Riley Wealth Advisors, Inc.
12,334$148.5K0.0%GrowthLowMemphis, TN2026-10-13
PW Nova Financial Services LLC
11,124$133.9K0.0%ETFLowNewtown, PA2026-10-15
Cherry Creek Investment Advisors, Inc.
10,000$120.4K0.0%GrowthLowEnglewood, CO2026-10-14
Fifth Third Bancorp
7,676$92.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Compass Financial Management LLC
5,768$69.5K0.0%CoreN/ATampa, FL2026-10-30
Barrett & Company, Inc.
1,276$15.4K0.0%ETFLowProvidence, RI2026-10-22
Olistico Wealth, LLC
1,019$12.3K0.0%GrowthVery LowTulsa, OK2026-10-05
Highline Wealth Partners LLC
500$6.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Caldwell Trust Co
194$2.3K0.0%GrowthLowVenice, FL2026-10-30
Glass Jacobson Investment Advisors llc
150$1.8K0.0%ETFLowOwings Mills, MD2026-10-26
PNC Financial Services Group, Inc.
71$8540.0%GrowthVery LowPittsburgh, PA2026-11-06