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Disclosery

HPF HANCOCK JOHN PFD INCOME FD I

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COM (fund), issuer CIK 1189740

45 managers (45 13F filers) reported a position in HPF shares at 2025-03-31, 2,053,710 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
16
Reduced
10
Sold out
8
Shares held by filers
2,053,710

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & Wealth333,318$5.54M4.91%-77,97013F-HRTimeline
UBS Group AGin group UBS Group AG330,076$5.49M<0.01%+39,80413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.151,740$2.52M<0.01%-3,47013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP143,689$2.39M<0.01%+12,65013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY130,767$2.17M<0.01%+2,63513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.109,424$1.82M<0.01%+74,70713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.104,811$1.74M0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,363$1.39M<0.01%+13,13013F-HRTimelineGroup
Koshinski Asset Management, Inc.68,020$1.13M0.1%-4,75113F-HRTimeline
Everstar Asset Management, LLC59,460$988K0.65%-3,00013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC58,999$981K<0.01%-30913F-HRTimeline
LPL Financial LLC54,133$900K<0.01%+10,45313F-HRTimeline
B. Riley Wealth Advisors, Inc.50,536$840K0.03%+7,21713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,032$798K<0.01%+18,48213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,215$702K<0.01%-11913F-HRTimelineGroup
Cetera Investment Advisers37,202$618K<0.01%+5,89713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,486$540K<0.01%+12,45113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,237$519K<0.01%+7,44913F-HR/ATimelineGroup
Private Advisor Group, LLC20,487$340K<0.01%-50013F-HRTimeline
Vanguard Capital Wealth Advisors20,000$332K0.41%+1,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,463$323K<0.01%+2,30013F-HRTimelineGroup
NewEdge Advisors, LLC19,408$323K<0.01%+10013F-HRTimeline
WEDBUSH SECURITIES INC18,511$308K0.01%-3,28913F-HRTimeline
Atria Wealth Solutions, Inc.16,807$279K<0.01%-20013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,098$234K<0.01%-3,79113F-HRTimeline
MSH Capital Advisors LLC12,358$205K0.06%013F-HRTimeline
Live Oak Private Wealth LLC10,891$181K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,726$162K0.01%+16413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC4,240$70.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,307$55K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.2,879$47.8K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,875$31K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,863$31K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,794$29.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,678$27.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,569$26.1K<0.01%+3413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$16.6K0.06%new13F-HRTimeline
FMR LLCin group FMR LLC915$15.2K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…500$8.31K<0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management432$7.18K<0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC200$3.32K<0.01%013F-HRTimeline
CoreCap Advisors, LLC200$3.32K<0.01%013F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.