Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans John Hancock Preferred Income Fund comprennent Wealth Enhancement Advisory Services, Llc, Balyasny Asset Management Llc, KPP Advisory Services LLC, et Smallwood Wealth Investment Management, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
