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Disclosery

HPF HANCOCK JOHN PFD INCOME FD I

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COM (fund), issuer CIK 1189740

48 managers (48 13F filers) reported a position in HPF shares at 2024-12-31, 1,937,626 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
6
Added
12
Reduced
17
Sold out
5
Shares held by filers
1,937,626

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Axim Planning & Wealth411,288$6.81M7.25%-8,71513F-HRTimeline
UBS Group AGin group UBS Group AG290,272$4.8M<0.01%-16,74413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.155,210$2.57M<0.01%+10,84713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,039$2.17M<0.01%-10,46813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY128,132$2.12M<0.01%-3,45313F-HR/ATimelineGroup
Koshinski Asset Management, Inc.72,771$1.2M0.11%-2,48613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.70,233$1.16M<0.01%+2,47613F-HR/ATimelineGroup
Everstar Asset Management, LLC62,460$1.03M0.73%-5,60013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,308$982K<0.01%-3,82213F-HRTimeline
LPL Financial LLC43,680$723K<0.01%+4,29013F-HRTimeline
B. Riley Wealth Advisors, Inc.43,319$717K0.02%-7,42213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,334$701K<0.01%-11,27513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC39,203$649K0.01%-29,18013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.34,717$575K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC33,730$558K0.02%-48,50313F-HRTimeline
Cetera Investment Advisers31,305$518K<0.01%+1,29613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,550$489K<0.01%+10,85413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,788$394K<0.01%+1,40613F-HRTimelineGroup
WEDBUSH SECURITIES INC21,800$361K0.01%+1013F-HRTimeline
Private Advisor Group, LLC20,987$347K<0.01%-78913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,035$332K<0.01%+5,39013F-HRTimelineGroup
NewEdge Advisors, LLC19,308$320K<0.01%-2,80013F-HRTimeline
Vanguard Capital Wealth Advisors19,000$314K0.34%+7,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,889$296K<0.01%-37413F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,163$284K<0.01%13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.17,007$281K<0.01%-83113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,488$240K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC12,358$205K0.06%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC12,257$203K<0.01%new13F-HRTimelineGroup
Live Oak Private Wealth LLC10,891$180K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,562$158K<0.01%+15913F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,240$70.2K0.01%013F-HRTimeline
Cornerstone Advisors, LLC3,692$61.1K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.2,879$47.6K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,875$31K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC1,863$30.8K<0.01%-25013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,794$29.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,678$27.8K0.01%013F-HR/ATimeline
HHM Wealth Advisors, LLC1,535$25.4K<0.01%+3213F-HRTimeline
Winch Advisory Services, LLC1,264$20.9K0.01%+2713F-HRTimeline
LEE DANNER & BASS INC1,000$16.6K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors250$4.14K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC200$3.31K<0.01%013F-HRTimeline
CoreCap Advisors, LLC200$3.31K<0.01%-90013F-HRTimeline
Elequin Capital, LP71$1.18K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$17<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.