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HPI

John Hancock Preferred Income Fund
HPI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.7M +$1.75M +91,326 +10%
UBS Group
2
UBS Group
Switzerland
$6.04M -$270K -14,068 -4%
Invesco
3
Invesco
Georgia
$5.3M +$445K +23,194 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.71M +$173K +9,021 +5%
LPL Financial
5
LPL Financial
California
$2.82M -$78.4K -4,084 -3%
ARG
6
Advisory Resource Group
Oklahoma
$2.6M -$295K -15,353 -10%
KAS
7
Kestra Advisory Services
Texas
$2.09M -$167K -8,714 -7%
DTIM
8
Danda Trouve Investment Management
Kansas
$2.07M +$63.8K +3,323 +3%
GC
9
Guggenheim Capital
Illinois
$2.06M +$894K +46,615 +78%
TCMG
10
TSP Capital Management Group
New Jersey
$1.67M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.32M +$515K +26,845 +65%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.19M +$269K +14,005 +29%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$995K -$82.3K -4,292 -8%
AWS
14
Atria Wealth Solutions
New York
$983K +$974K +50,784 New
Osaic Holdings
15
Osaic Holdings
Arizona
$972K +$67K +3,490 +7%
Wells Fargo
16
Wells Fargo
California
$743K -$41.1K -2,144 -5%
Cohen & Steers
17
Cohen & Steers
New York
$738K -$180K -9,357 -20%
HighTower Advisors
18
HighTower Advisors
Illinois
$726K -$248K -12,903 -26%
Bank of America
19
Bank of America
North Carolina
$652K +$158K +8,249 +32%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$581K +$50.8K +2,646 +10%
CAN
21
Cetera Advisor Networks
California
$562K +$160K +8,347 +40%
NA
22
NewEdge Advisors
Louisiana
$532K +$56.1K +2,924 +12%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$445K +$442K +23,012 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$368K +$1.92K +100 +0.5%
RJA
25
Raymond James & Associates
Florida
$349K -$38.9K -2,025 -10%
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