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John Hancock Preferred Incom (JHPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PTM Wealth Management, LLC
INCREASED
Shares589,537 from 558,563
Change+30,974 (+6%)
Value$12.8M (+$180.5K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares520,337 from 465,439
Change+54,898 (+12%)
Value$11.3M (+$731.2K)
Filed 2026-11-02
FFG Retirement Advisors LLC
INCREASED
Shares278,713 from 233,827
Change+44,886 (+19%)
Value$6.1M (+$743.1K)
Filed 2026-10-20
Robbins Farley
INCREASED
Shares173,388 from 172,059
Change+1,329 (+1%)
Value$3.8M (-$141.4K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares164,388 from 155,379
Change+9,009 (+6%)
Value$3.6M (+$41.8K)
Filed 2026-11-05
Uniting Wealth Partners, LLC
INCREASED
Shares146,875 from 144,730
Change+2,145 (+1%)
Value$3.2M (-$96.7K)
Filed 2026-11-06
Bdfs Capital LLC
DECREASED
Shares125,776 from 137,265
Change-11,489 (-8%)
Value$2.7M (-$385.3K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares82,464 from 70,698
Change+11,766 (+17%)
Value$1.8K (-$1.6M)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares73,568 from 67,434
Change+6,134 (+9%)
Value$1.6M (+$66.4K)
Filed 2026-11-04
Etesian Wealth Advisors, Inc.
DECREASED
Shares49,103 from 49,408
Change-305 (-1%)
Value$1.1M (-$55.5K)
Filed 2026-10-27
Beacon Financial Advisory LLC
DECREASED
Shares38,255 from 38,712
Change-457 (-1%)
Value$830.5K (-$48.2K)
Filed 2026-10-16
Kestra Advisory Services, LLC
NEW
Shares26,955
Change+26,955
Value$585.2K
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares24,549 from 24,967
Change-418 (-2%)
Value$533.0K (-$33.8K)
Filed 2026-11-05
Tiller Private Wealth, Inc.
INCREASED
Shares23,560 from 15,499
Change+8,061 (+52%)
Value$511.5K (+$159.7K)
Filed 2026-10-26
Compass Ion Advisors, LLC
DECREASED
Shares22,855 from 24,957
Change-2,102 (-8%)
Value$496.2K (-$70.3K)
Filed 2026-10-23
Quad-Cities Investment Group, LLC
DECREASED
Shares18,986 from 22,538
Change-3,552 (-16%)
Value$412.2K (-$99.4K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED
Shares16,538 from 14,160
Change+2,378 (+17%)
Value$359.0K (+$37.6K)
Filed 2026-10-19
Genesis Private Wealth, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$260.5K (-$11.9K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
DECREASED
Shares10,794 from 12,613
Change-1,819 (-14%)
Value$234 (-$52)
Filed 2026-10-27
Spire Wealth Management
UNCHANGED
Shares8,150 from 8,150
Change0 (0%)
Value$176.9K (-$8.1K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares4,689 from 5,289
Change-600 (-11%)
Value$101.8K (-$18.3K)
Filed 2026-10-08
Private Trust Co NA
NEW
Shares1,000
Change+1,000
Value$21.7K
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$18.7K ($0)
Filed 2026-11-06
Meridian Wealth Management, LLC
CLOSED
Shares0 from 59,387
Change-59,387 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Indivisible Partners
CLOSED
Shares0 from 12,782
Change-12,782 (-100%)
Value$0 (-$290.2K)
Filed 2026-10-26
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 9,727
Change-9,727 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,305
Change-3,305 (-100%)
Value$0 (-$75.2K)
Filed 2026-11-02
Assetmark, Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$68)
Filed 2026-10-21
LPL Financial LLC
N/A
Shares— from 1,122,823
Change-1,122,823 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 845,132
Change-845,132 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 601,948
Change-601,948 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 317,351
Change-317,351 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 262,570
Change-262,570 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 225,421
Change-225,421 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 181,169
Change-181,169 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 158,475
Change-158,475 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 145,931
Change-145,931 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 133,940
Change-133,940 (-100%)
Value—
&partners
N/A
Shares— from 64,636
Change-64,636 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,290
Change-56,290 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 55,758
Change-55,758 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,816
Change-52,816 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,539
Change-42,539 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 37,450
Change-37,450 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 33,966
Change-33,966 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 33,330
Change-33,330 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 33,245
Change-33,245 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 28,655
Change-28,655 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,455
Change-17,455 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 14,743
Change-14,743 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 12,014
Change-12,014 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 302
Change-302 (-100%)
Value—
Status
PTM Wealth Management, LLC
INCREASED589,537558,563+30,974+6%$12.6M$12.8M+$180.5K2026-10-23
Commonwealth Equity Services, LLC
INCREASED520,337465,439+54,898+12%$10.6M$11.3M+$731.2K2026-11-02
FFG Retirement Advisors LLC
INCREASED278,713233,827+44,886+19%$5.3M$6.1M+$743.1K2026-10-20
Robbins Farley
INCREASED173,388172,059+1,329+1%$3.9M$3.8M-$141.4K2026-10-21
Burk Holdings LLC
INCREASED164,388155,379+9,009+6%$3.5M$3.6M+$41.8K2026-11-05
Uniting Wealth Partners, LLC
INCREASED146,875144,730+2,145+1%$3.3M$3.2M-$96.7K2026-11-06
Bdfs Capital LLC
DECREASED125,776137,265-11,489-8%$3.1M$2.7M-$385.3K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED82,46470,698+11,766+17%$1.6M$1.8K-$1.6M2026-11-02
1620 Investment Advisors, Inc.
INCREASED73,56867,434+6,134+9%$1.5M$1.6M+$66.4K2026-11-04
Etesian Wealth Advisors, Inc.
DECREASED49,10349,408-305-1%$1.1M$1.1M-$55.5K2026-10-27
Beacon Financial Advisory LLC
DECREASED38,25538,712-457-1%$878.7K$830.5K-$48.2K2026-10-16
Kestra Advisory Services, LLC
NEW26,955—+26,955——$585.2K—2026-11-02
J.W. Cole Advisors, Inc.
DECREASED24,54924,967-418-2%$566.8K$533.0K-$33.8K2026-11-05
Tiller Private Wealth, Inc.
INCREASED23,56015,499+8,061+52%$351.8K$511.5K+$159.7K2026-10-26
Compass Ion Advisors, LLC
DECREASED22,85524,957-2,102-8%$566.5K$496.2K-$70.3K2026-10-23
Quad-Cities Investment Group, LLC
DECREASED18,98622,538-3,552-16%$511.6K$412.2K-$99.4K2026-10-16
Laurel OAK Wealth Management, LLC
INCREASED16,53814,160+2,378+17%$321.4K$359.0K+$37.6K2026-10-19
Genesis Private Wealth, LLC
UNCHANGED12,00012,00000%$272.4K$260.5K-$11.9K2026-11-02
Capital Advisors, Ltd. LLC
DECREASED10,79412,613-1,819-14%$286$234-$522026-10-27
Spire Wealth Management
UNCHANGED8,1508,15000%$185.0K$176.9K-$8.1K2026-10-30
Farther Finance Advisors, LLC
DECREASED4,6895,289-600-11%$120.1K$101.8K-$18.3K2026-10-08
Private Trust Co NA
NEW1,000—+1,000——$21.7K—2026-10-20
Allworth Financial LP
UNCHANGED82482400%$18.7K$18.7K$02026-11-06
Meridian Wealth Management, LLC
CLOSED059,387-59,387-100%$1.3M$0-$1.3M2026-11-05
Indivisible Partners
CLOSED012,782-12,782-100%$290.2K$0-$290.2K2026-10-26
Leading Edge Financial Planning LLC
CLOSED09,727-9,727-100%$220.8K$0-$220.8K2026-10-23
International Assets Investment Management, LLC
CLOSED03,305-3,305-100%$75.2K$0-$75.2K2026-11-02
Assetmark, Inc
CLOSED03-3-100%$68$0-$682026-10-21
LPL Financial LLC
N/A—1,122,823-1,122,823-100%$25.5M———
Granite Bay Wealth Management, LLC
N/A—845,132-845,132-100%$19.2M———
Eldridge Investment Advisors, Inc.
N/A—601,948-601,948-100%$13.7M———
Bank of America Corp
N/A—317,351-317,351-100%$7.2M———
Osaic Holdings, Inc.
N/A—262,570-262,570-100%$6.0M———
Private Advisor Group, LLC
N/A—225,421-225,421-100%$5.1M———
Jones Financial Companies Lllp
N/A—181,169-181,169-100%$4.1M———
Janney Montgomery Scott LLC
N/A—158,475-158,475-100%$3.6M———
Sanctuary Advisors, LLC
N/A—145,931-145,931-100%$3.3M———
Mutual Advisors, LLC
N/A—133,940-133,940-100%$3.0M———
&partners
N/A—64,636-64,636-100%$1.5M———
Cetera Investment Advisers
N/A—56,290-56,290-100%$1.3M———
HighTower Advisors, LLC
N/A—55,758-55,758-100%$1.3M———
Envestnet Asset Management Inc
N/A—52,816-52,816-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—42,539-42,539-100%$965.6K———
IFS Group,LLC
N/A—37,450-37,450-100%$850.1K———
Natixis Advisors, LLC
N/A—33,966-33,966-100%$771.0K———
FWG Holdings, LLC
N/A—33,330-33,330-100%$754.5K———
NewEdge Advisors, LLC
N/A—33,245-33,245-100%$754.6K———
Widmann Financial Services, Inc.
N/A—28,655-28,655-100%$650.5K———
Empire Financial Management Company, LLC
N/A—17,563-17,563-100%$398.7K———
HighPoint Advisor Group LLC
N/A—17,455-17,455-100%$396.2K———
Zacks Investment Management
N/A—14,743-14,743-100%$334.7K———
Stonebridge Financial Planning Group, LLC
N/A—12,014-12,014-100%$272.7K———
Stifel Financial Corp
N/A—10,013-10,013-100%$227.3K———
Wells Fargo & Company
N/A—2,000-2,000-100%$45.4K———
Harbour Investments, Inc.
N/A—1,820-1,820-100%$41.3K———
Global Retirement Partners, LLC
N/A—1,073-1,073-100%$24.4K———
Morgan Stanley
N/A—302-302-100%$6.9K———
Showing 57 of 57 institutions