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John Hancock Prefer Inc III (HPS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares301,434 from 298,403
Change+3,031 (+1%)
Value$3.6M (-$709.5K)
Filed 2026-11-06
Fiera Capital Corp
UNCHANGED
Shares114,018 from 114,018
Change0 (0%)
Value$1.4M (-$285.0K)
Filed 2026-11-06
Wolverine Asset Management LLC
NEW
Shares103,843
Change+103,843
Value$1.3M
Filed 2026-11-02
Shaker Financial Services, LLC
NEW
Shares91,089
Change+91,089
Value$1.1M
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares52,272 from 58,240
Change-5,968 (-10%)
Value$629.4K (-$217.5K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares47,362 from 52,099
Change-4,737 (-9%)
Value$570.2K (-$187.3K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares46,197 from 46,397
Change-200 (0%)
Value$556.2K (-$118.4K)
Filed 2026-10-23
Pine Valley Investments Ltd Liability Co
DECREASED
Shares44,878 from 44,953
Change-75 (0%)
Value$540.3K (-$113.3K)
Filed 2026-11-09
Live Oak Private Wealth LLC
UNCHANGED
Shares38,630 from 38,630
Change0 (0%)
Value$465.1K (-$96.6K)
Filed 2026-11-02
Philadelphia Trust Co
UNCHANGED
Shares27,820 from 27,820
Change0 (0%)
Value$335.0K (-$70.0K)
Filed 2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares26,210 from 25,815
Change+395 (+2%)
Value$306.4K (-$70.5K)
Filed 2026-10-19
Post Resch Tallon Group Inc.
INCREASED
Shares25,867 from 25,836
Change+31 (+0%)
Value$311.4K (-$64.2K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares25,155 from 25,380
Change-225 (-1%)
Value$294.8K (-$75.2K)
Filed 2026-10-13
Activest Wealth Management
DECREASED
Shares25,057 from 27,057
Change-2,000 (-7%)
Value$301.7K (-$91.7K)
Filed 2026-10-15
Keybank National Association
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$204.7K (-$42.5K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares14,376 from 14,776
Change-400 (-3%)
Value$173.1K (-$41.8K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,334 from 11,295
Change+1,039 (+9%)
Value$148.5K (-$14.5K)
Filed 2026-10-13
PW Nova Financial Services LLC
INCREASED
Shares11,124 from 10,854
Change+270 (+2%)
Value$133.9K (-$23.9K)
Filed 2026-10-15
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$120.4K (-$25.0K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares7,676 from 3,250
Change+4,426 (+136%)
Value$92.4K (+$45.2K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares5,768 from 5,685
Change+83 (+1%)
Value$69.5K (-$11.6K)
Filed 2026-10-30
Barrett & Company, Inc.
INCREASED
Shares1,276 from 1,245
Change+31 (+2%)
Value$15.4K (-$2.7K)
Filed 2026-10-22
Olistico Wealth, LLC
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$12.3K (-$2.5K)
Filed 2026-10-05
IFG Advisory, LLC
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$8.8K (-$1.8K)
Filed 2026-11-09
Highline Wealth Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.0K (-$1.3K)
Filed 2026-10-19
Geneos Wealth Management Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$4.2K (-$875)
Filed 2026-11-09
Caldwell Trust Co
DECREASED
Shares194 from 195
Change-1 (-1%)
Value$2.3K (-$499)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$2.6K ($0)
Filed 2026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$1.8K (-$375)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$854 (-$177)
Filed 2026-11-06
Western Wealth Management, LLC
CLOSED
Shares0 from 32,232
Change-32,232 (-100%)
Value$0 (-$468.6K)
Filed 2026-11-09
Harbour Investments, Inc.
CLOSED
Shares0 from 19,652
Change-19,652 (-100%)
Value$0 (-$285.7K)
Filed 2026-11-09
Wedbush Securities Inc
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$174.0K)
Filed 2026-10-22
BankPlus Trust Department
CLOSED
Shares0 from 2,505
Change-2,505 (-100%)
Value$0 (-$36.4K)
Filed 2026-11-06
Private Trust Co NA
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-15
Entrust Financial LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$10.2K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-06
Country Trust Bank
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-30
Farther Finance Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$132)
Filed 2026-10-08
Assetmark, Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$73)
Filed 2026-10-21
UBS Group AG
N/A
Shares— from 1,291,717
Change-1,291,717 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 837,423
Change-837,423 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 217,859
Change-217,859 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 176,393
Change-176,393 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 176,029
Change-176,029 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 156,415
Change-156,415 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 149,439
Change-149,439 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 65,386
Change-65,386 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 61,234
Change-61,234 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 48,366
Change-48,366 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 45,587
Change-45,587 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 23,705
Change-23,705 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,757
Change-20,757 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,731
Change-20,731 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 17,374
Change-17,374 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,991
Change-15,991 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,465
Change-14,465 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,408
Change-14,408 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,401
Change-11,401 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 500
Change-500 (-100%)
Value—
Status
LPL Financial LLC
INCREASED301,434298,403+3,031+1%$4.3M$3.6M-$709.5K2026-11-06
Fiera Capital Corp
UNCHANGED114,018114,01800%$1.7M$1.4M-$285.0K2026-11-06
Wolverine Asset Management LLC
NEW103,843—+103,843——$1.3M—2026-11-02
Shaker Financial Services, LLC
NEW91,089—+91,089——$1.1M—2026-10-14
J.W. Cole Advisors, Inc.
DECREASED52,27258,240-5,968-10%$846.8K$629.4K-$217.5K2026-11-05
Commonwealth Equity Services, LLC
DECREASED47,36252,099-4,737-9%$757.5K$570.2K-$187.3K2026-11-02
Sowell Financial Services LLC
DECREASED46,19746,397-2000%$674.6K$556.2K-$118.4K2026-10-23
Pine Valley Investments Ltd Liability Co
DECREASED44,87844,953-750%$653.6K$540.3K-$113.3K2026-11-09
Live Oak Private Wealth LLC
UNCHANGED38,63038,63000%$561.7K$465.1K-$96.6K2026-11-02
Philadelphia Trust Co
UNCHANGED27,82027,82000%$405.0K$335.0K-$70.0K2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED26,21025,815+395+2%$376.9K$306.4K-$70.5K2026-10-19
Post Resch Tallon Group Inc.
INCREASED25,86725,836+31+0%$375.7K$311.4K-$64.2K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED25,15525,380-225-1%$370.0K$294.8K-$75.2K2026-10-13
Activest Wealth Management
DECREASED25,05727,057-2,000-7%$393.4K$301.7K-$91.7K2026-10-15
Keybank National Association
UNCHANGED17,00017,00000%$247.2K$204.7K-$42.5K2026-11-04
Focus Financial Network, Inc.
DECREASED14,37614,776-400-3%$214.8K$173.1K-$41.8K2026-10-14
B. Riley Wealth Advisors, Inc.
INCREASED12,33411,295+1,039+9%$163.0K$148.5K-$14.5K2026-10-13
PW Nova Financial Services LLC
INCREASED11,12410,854+270+2%$157.8K$133.9K-$23.9K2026-10-15
Cherry Creek Investment Advisors, Inc.
UNCHANGED10,00010,00000%$145.4K$120.4K-$25.0K2026-10-14
Fifth Third Bancorp
INCREASED7,6763,250+4,426+136%$47.3K$92.4K+$45.2K2026-11-05
Compass Financial Management LLC
INCREASED5,7685,685+83+1%$81.1K$69.5K-$11.6K2026-10-30
Barrett & Company, Inc.
INCREASED1,2761,245+31+2%$18.1K$15.4K-$2.7K2026-10-22
Olistico Wealth, LLC
UNCHANGED1,0191,01900%$14.8K$12.3K-$2.5K2026-10-05
IFG Advisory, LLC
UNCHANGED73173100%$10.6K$8.8K-$1.8K2026-11-09
Highline Wealth Partners LLC
UNCHANGED50050000%$7.3K$6.0K-$1.3K2026-10-19
Geneos Wealth Management Inc.
UNCHANGED35035000%$5.1K$4.2K-$8752026-11-09
Caldwell Trust Co
DECREASED194195-1-1%$2.8K$2.3K-$4992026-10-30
Allworth Financial LP
UNCHANGED18018000%$2.6K$2.6K$02026-11-06
Glass Jacobson Investment Advisors llc
UNCHANGED15015000%$2.2K$1.8K-$3752026-10-26
PNC Financial Services Group, Inc.
UNCHANGED717100%$1.0K$854-$1772026-11-06
Western Wealth Management, LLC
CLOSED032,232-32,232-100%$468.6K$0-$468.6K2026-11-09
Harbour Investments, Inc.
CLOSED019,652-19,652-100%$285.7K$0-$285.7K2026-11-09
Wedbush Securities Inc
CLOSED012,000-12,000-100%$174.0K$0-$174.0K2026-10-22
BankPlus Trust Department
CLOSED02,505-2,505-100%$36.4K$0-$36.4K2026-11-06
Private Trust Co NA
CLOSED02,000-2,000-100%$29.1K$0-$29.1K2026-10-20
LifeSteps Financial, Inc.
CLOSED0750-750-100%$10.9K$0-$10.9K2026-10-15
Entrust Financial LLC
CLOSED0700-700-100%$10.2K$0-$10.2K2026-11-04
Institute for Wealth Management, Llc.
CLOSED0495-495-100%$7.2K$0-$7.2K2026-11-06
Country Trust Bank
CLOSED0200-200-100%$2.9K$0-$2.9K2026-10-30
Farther Finance Advisors, LLC
CLOSED09-9-100%$132$0-$1322026-10-08
Assetmark, Inc
CLOSED05-5-100%$73$0-$732026-10-21
UBS Group AG
N/A—1,291,717-1,291,717-100%$18.8M———
Morgan Stanley
N/A—837,423-837,423-100%$12.2M———
Invesco Ltd.
N/A—217,859-217,859-100%$3.2M———
Ameriprise Financial Inc
N/A—176,393-176,393-100%$2.6M———
Cetera Investment Advisers
N/A—176,029-176,029-100%$2.6M———
Royal Bank of Canada
N/A—156,415-156,415-100%$2.3M———
Bank of America Corp
N/A—149,439-149,439-100%$2.2M———
Osaic Holdings, Inc.
N/A—65,386-65,386-100%$950.8K———
Cohen & Steers, Inc.
N/A—61,234-61,234-100%$890.0K———
Guggenheim Capital LLC
N/A—48,366-48,366-100%$703.2K———
Wells Fargo & Company
N/A—45,587-45,587-100%$662.8K———
Janney Montgomery Scott LLC
N/A—23,705-23,705-100%$345.0K———
NewEdge Advisors, LLC
N/A—20,757-20,757-100%$301.8K———
Gladstone Institutional Advisory LLC
N/A—20,731-20,731-100%$301.4K———
Readystate Asset Management LP
N/A—17,374-17,374-100%$252.6K———
Raymond James Financial Inc
N/A—15,991-15,991-100%$232.5K———
Stifel Financial Corp
N/A—14,465-14,465-100%$210.3K———
Sanctuary Advisors, LLC
N/A—14,408-14,408-100%$209.5K———
OneAscent Financial Services LLC
N/A—12,750-12,750-100%$185.4K———
Mariner, LLC
N/A—11,456-11,456-100%$166.6K———
HRT Financial LP
N/A—11,401-11,401-100%$165.0K———
Rockefeller Capital Management L.P.
N/A—7,937-7,937-100%$115.4K———
Rothschild Investment LLC
N/A—6,000-6,000-100%$87.2K———
Global Retirement Partners, LLC
N/A—3,510-3,510-100%$51.0K———
Arax Advisory Partners
N/A—1,658-1,658-100%$24.1K———
Crews Bank & Trust
N/A—1,000-1,000-100%$14.5K———
Steward Partners Investment Advisory, LLC
N/A—539-539-100%$7.8K———
Northwestern Mutual Wealth Management Co
N/A—500-500-100%$7.3K———
CoreFirst Bank & Trust
N/A—500-500-100%$7.3K———
Showing 70 of 70 institutions