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Get Institutions for : 
John Hancock Preferred Income Fund II (HPF)  
$16.79 0.20 (1.21%) as of 4:30 Mon 5/6


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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  : 
2.22 (15.24%)  




 
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 2185 - 2023-12-31 253,641 $4,002,000 50,991
   Axim Planning & Wealth 4 - 2024-03-31 167,193 $2,764,000 79,193
   INVESCO LTD 2464 - 2023-12-31 151,974 $2,398,000 2,406
   Koshinski Asset Management Inc. 84 - 2023-12-31 133,072 $2,100,000 49,466
   MORGAN STANLEY 4365 - 2023-12-31 130,983 $2,067,000 -69,203
   GUGGENHEIM CAPITAL LLC 1012 - 2023-12-31 85,724 $1,353,000 290
   STIFEL FINANCIAL CORP 1949 - 2023-12-31 84,390 $1,332,000 44,699
   Advisor Group Holdings Inc. 2367 - 2023-12-31 72,958 $1,151,000 -660
   COMMONWEALTH EQUITY SERVICES LLC. 2209 - 2024-03-31 61,671 $1,019,000 -2,566
   NATIONAL ASSET MANAGEMENT, INC. 535 - 2023-12-31 62,045 $979,000 -5,768
   Kestra Advisory Services LLC 1283 - 2023-12-31 46,059 $727,000 230
   Golden Green Inc. 44 - 2023-09-30 40,524 $586,000 979
   Goss Wealth Management LLC 1313 - 2023-12-31 28,708 $458,000 11,500
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1718 - 2024-03-31 23,597 $390,000 2,794
   LPL FINANCIAL CORP 3826 - 2023-12-31 24,125 $381,000 -933
   Private Advisor Group LLC - 2024-03-31 21,297 $352,000 1,106
   ROYAL BANK OF CANADA 3978 - 2023-12-31 21,883 $345,000 -4,483
   WEDBUSH MORGAN SECURITIES INC 805 - 2023-12-31 17,576 $277,000 0
   Atria Wealth Solutions Inc. 1566 - 2023-12-31 16,745 $264,000 1,302
   Cetera Investment Advisers 1938 - 2023-12-31 14,661 $231,000 25
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4897 - 2023-12-31 12,401 $196,000 1,434
   Live Oak Private Wealth LLC 162 - 2024-03-31 10,891 $180,000 0
   BANK OF AMERICA CORP /DE/ 5054 - 2023-12-31 11,238 $177,000 -4,698
   WELLS FARGO & CO/MN 3986 - 2023-12-31 10,595 $167,000 1,302
   Spire Wealth Management 870 - 2024-03-31 9,095 $150,000 155
   GPS Wealth Strategies Group LLC - 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 - 2024-03-31 2,294 $38,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr *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
   TUCKER ASSET MANAGEMENT LLC 377 - 2023-12-31 1,200 $19,000 0
   Winch Advisory Services LLC 211 - 2023-12-31 1,158 $18,000 28
   ADVISORY SERVICES NETWORK, LLC 2635 *New 2023-12-31 969 $15,000 969
   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 5342 - 2023-12-31 108 $2,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Wealthcare Advisory Partners LLC 796 *Closed 2024-03-31 0 $0 -10,340
   CAPTRUST FINANCIAL ADVISORS 2706 *Closed 2023-12-31 0 $0 -10,058
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3299 *Closed 2023-12-31 0 $0 -2,175
   GRADIENT INVESTMENTS LLC 1415 *Closed 2024-03-31 0 $0 -200
   MONTAG A & ASSOCIATES INC 922 - 2023-12-31 0 $0 -5,145
   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 - 2024-03-31 1 $0 0
   WOLVERINE ASSET MANAGEMENT LLC 1341 *Closed 2023-12-31 0 $0 -1,697
   FinTrust Capital Advisors LLC 1280 - 2024-03-31 24 $0 0
  52 Records found
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