Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i John Hancock Preferred Income Fund inkluderar Wealth Enhancement Advisory Services, Llc, Balyasny Asset Management Llc, KPP Advisory Services LLC, och Smallwood Wealth Investment Management, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 341 | 6,11 | 501 | 2,45 | ||||
| 2025-08-11 | 13F | TSP Capital Management Group, LLC | 2 064 | −3,42 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 127 264 | 45,84 | 2 035 | 40,57 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 13 460 | 215 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26 335 | 0,77 | 421 | −2,77 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 44 486 | 3,61 | 711 | −0,14 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 27 425 | 52,49 | 455 | 51,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 237 | 181,90 | 68 | 191,30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 103 539 | 4,81 | 1 656 | 1,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14 789 | 0,18 | 236 | −3,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 118 100 | 3,78 | 1 888 | 0,05 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 25 565 | 415 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 222 | 0,04 | 179 | −3,76 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 127 264 | 45,84 | 2 | 100,00 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 16 980 | 3,65 | 272 | 0,00 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 29 152 | 9,20 | 466 | 5,43 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5 437 | 1 682,62 | 87 | 1 620,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 3 211 | 53 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 308 | 69 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 29 023 | 40,23 | 464 | 35,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 267 685 | 2,97 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40 829 | 199,27 | 653 | 188,50 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 720 | 1,31 | 123 | −2,38 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 10 742 | 172 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 350 | 6 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 195 985 | 4,14 | 3 134 | 0,35 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 825 | 13 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 355 | 22 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 20 866 | 334 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 96 866 | 37,80 | 1 549 | 32,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 390 | 95,00 | 6 | 100,00 |
