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Get Institutions for : 
John Hancock Preferred Income Fund II (HPF)  
$17.20 0.18 (1.06%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    1
Total shares held : 
1,409,144  
% of shares held : 
6.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
155,447  
% of shares held change : 
  0.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$14.38  
Last Quarter's Ending Price : 
$15.78  
Last Quarter's Average Price
$14.57  
Change from last quarter's     
avg. price to the last closing  : 
2.63 (18.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 102,712
 7.29%
 
Increased Positions :
14
 166,007
 11.78%
 
Unchanged Positions :
14
 67,312
 4.78%
 
Decreased Positions :
10
-97,716
-6.93%
 
Closed Positions :
5
-15,556
-1.1%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   UBS Group AG 2237 - 2024-03-31 285,267 $4,715,000 31,626
   Axim Planning & Wealth 4 - 2024-03-31 167,193 $2,764,000 79,193
   INVESCO LTD 2502 - 2024-03-31 140,699 $2,326,000 -11,275
   MORGAN STANLEY 4398 - 2024-03-31 131,902 $2,180,000 919
   Koshinski Asset Management Inc. 128 - 2024-03-31 105,098 $1,737,000 -27,974
   STIFEL FINANCIAL CORP 1847 - 2024-03-31 101,174 $1,672,000 16,784
   Advisor Group Holdings Inc. 2071 - 2024-03-31 78,288 $1,294,000 5,330
   GUGGENHEIM CAPITAL LLC 1125 - 2024-03-31 68,421 $1,131,000 -17,303
   COMMONWEALTH EQUITY SERVICES LLC. 2209 - 2024-03-31 61,671 $1,019,000 -2,566
   NATIONAL ASSET MANAGEMENT, INC. 528 - 2024-03-31 67,813 $981,000 5,768
   Kestra Advisory Services LLC 1361 - 2024-03-31 49,376 $816,000 3,317
   Golden Green Inc. 44 - 2023-09-30 40,524 $586,000 979
   LPL FINANCIAL CORP 3717 - 2024-03-31 29,938 $495,000 5,813
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1718 - 2024-03-31 23,597 $390,000 2,794
   Goss Wealth Management LLC 1502 - 2024-03-31 22,708 $375,000 -6,000
   ROYAL BANK OF CANADA 3661 - 2024-03-31 21,974 $363,000 91
   Private Advisor Group LLC 1731 - 2024-03-31 21,297 $352,000 1,106
   WEDBUSH MORGAN SECURITIES INC 869 - 2024-03-31 18,500 $306,000 924
   Atria Wealth Solutions Inc. 1639 - 2024-03-31 15,758 $260,000 -987
   RAYMOND JAMES & ASSOCIATES 3555 - 2024-03-31 12,239 $202,000 0
   Vanguard Capital Wealth Advisors 131 - 2024-03-31 12,000 $198,000 0
   BANK OF AMERICA CORP /DE/ 4916 - 2024-03-31 11,238 $186,000 0
   MULTIFINANCIAL SECURITIES CORP 2233 *New 2024-03-31 10,901 $180,000 10,901
   Live Oak Private Wealth LLC 162 - 2024-03-31 10,891 $180,000 0
   WELLS FARGO & CO/MN 4039 - 2024-03-31 9,972 $165,000 -623
   Spire Wealth Management 870 - 2024-03-31 9,095 $150,000 155
   GPS Wealth Strategies Group LLC 446 - 2024-03-31 4,240 $70,000 -380
   Global Retirement Partners LLC 1353 - 2024-03-31 3,343 $55,000 1,683
   WEBSTER BANK 352 - 2024-03-31 2,879 $48,000 0
   Glass Jacobson Investment Advisors llc 362 - 2024-03-31 2,790 $46,000 175
   HOLLENCREST SECURITIES LLC 527 - 2024-03-31 2,294 $38,000 0
   Anchor Investment Management LLC 586 - 2024-03-31 2,113 $35,000 3
   Nelson Van Denburg & Campbell Wealth Management Gr 1382 *New 2024-03-31 2,084 $34,000 2,084
   SOA Wealth Advisors LLC. 388 - 2024-03-31 1,678 $28,000 0
   Livelsberger Financial Advisory 131 - 2023-12-31 1,537 $24,000 0
   Winch Advisory Services LLC 209 - 2024-03-31 1,185 $20,000 27
   TUCKER ASSET MANAGEMENT LLC 377 - 2023-12-31 1,200 $19,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 478 - 2023-06-30 770 $12,000 0
   Sound Income Strategies LLC 1005 - 2024-03-31 200 $3,000 0
   J P MORGAN CHASE & CO 5219 - 2024-03-31 100 $2,000 -8
   TOWER RESEARCH CAPITAL LLC 5051 *New 2024-03-31 106 $2,000 106
   PROEQUITIES INC. 2794 - 2024-03-31 0 $0 0
   Wealthcare Advisory Partners LLC 796 *Closed 2024-03-31 0 $0 -10,340
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5808 *Closed 2024-03-31 0 $0 -12,401
   GRADIENT INVESTMENTS LLC 1415 *Closed 2024-03-31 0 $0 -200
   MONTAG A & ASSOCIATES INC 985 - 2024-03-31 0 $0 0
   KINGSWOOD WEALTH ADVISORS LLC 672 *Closed 2024-03-31 0 $0 -11,859
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 821 *Closed 2024-03-31 0 $0 -12,395
   HUNTINGTON NATIONAL BANK 3140 - 2024-03-31 1 $0 0
   ADVISORY SERVICES NETWORK, LLC 3769 *Closed 2024-03-31 0 $0 -969
   Cetera Investment Advisers 2092 *Closed 2024-03-31 0 $0 -14,661
   FinTrust Capital Advisors LLC 1280 - 2024-03-31 24 $0 0

  52 Records found
  1    
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