Skip to content
Disclosery

HPI HANCOCK JOHN PFD INCOME FD

Follow

SH BEN INT (fund), issuer CIK 1176199

65 managers (65 13F filers) reported a position in HPI shares at 2025-03-31, 3,741,047 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
65
New
10
Added
19
Reduced
17
Sold out
4
Shares held by filers
3,741,047

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
UBS Group AGin group UBS Group AG614,015$10.2M<0.01%+36,26713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA567,767$9.42M<0.01%+1,75313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY279,235$4.63M<0.01%+46,24813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC259,954$4.31M0.01%-26913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC257,362$4.27M0.04%-8,94413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.188,186$3.12M<0.01%-4,96413F-HRTimelineGroup
LPL Financial LLC183,128$3.04M<0.01%+12,71813F-HRTimeline
TSP Capital Management Group, LLC128,860$2.14M0.7%-1,35513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,795$1.89M<0.01%+6,38913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC108,071$1.79M0.01%+8,88313F-HRTimelineGroup
Advisory Resource Group106,058$1.76M0.36%+1813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/98,788$1.64M<0.01%+37,99113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.87,264$1.45M<0.01%+52,86713F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp76,904$1.28M<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.70,295$1.17M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,937$712K<0.01%+3,04213F-HRTimelineGroup
Cambridge Investment Research Advisors,…37,538$623K<0.01%+60013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,213$551K0.02%-12,44013F-HRTimelineGroup
Cetera Investment Advisers33,147$550K<0.01%+76513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,535$490K<0.01%+12013F-HRTimelineGroup
Selway Asset Management27,425$455K0.19%+9,44013F-HRTimeline
SAM Advisors, LLC26,696$443K0.17%+1,55313F-HRTimeline
Janney Montgomery Scott LLC26,300$436K<0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC26,185$434K0.1%-33313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.26,135$434K0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC25,862$429K<0.01%-16,87013F-HRTimeline
Avidian Wealth Enterprises, LLC21,000$348K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,697$343K<0.01%-3,74313F-HRTimelineGroup
NewEdge Advisors, LLC20,555$341K<0.01%-45013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,024$282K<0.01%-3,62513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.16,852$280K0.01%+4313F-HRTimeline
Norris Financial Group, LLC16,600$275K0.13%new13F-HRTimeline
Mallini Complete Financial Planning LLC16,382$272K0.26%-1,71613F-HRTimeline
Everstar Asset Management, LLC16,220$269K0.18%-4,30013F-HR/ATimeline
Private Advisor Group, LLC14,762$245K<0.01%-1,95113F-HRTimeline
Mariner, LLCin group Mariner, LLC13,643$226K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.13,600$226K<0.01%-4,11913F-HRTimeline
WEDBUSH SECURITIES INC11,883$197K0.01%013F-HRTimeline
Merit Financial Group, LLC11,218$186K<0.01%+70213F-HRTimeline
Sowell Financial Services LLC10,900$181K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7,620$126K0.01%013F-HRTimeline
Geneos Wealth Management Inc.5,910$98K<0.01%+3,23013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,175$85.9K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…3,211$53.3K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,113$51.6K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,505$41.6K0.02%-17213F-HRTimeline
Sound Income Strategies, LLC2,150$35.7K<0.01%013F-HRTimeline
CITY HOLDING CO2,000$33.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,821$30.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,800$29.9K<0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,560$25.9K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,500$24.9K0.09%new13F-HRTimeline
Allworth Financial LP1,503$23.6K<0.01%+2113F-HRTimeline
Parallel Advisors, LLC1,000$16.6K<0.01%013F-HRTimeline
Kentucky Trust Co867$14.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA553$9.17K<0.01%013F-HRTimeline
MAI Capital Management550$9.12K<0.01%013F-HRTimeline
Clearstead Advisors, LLC549$9.11K<0.01%013F-HRTimeline
ORG Partners LLC500$8.3K<0.01%013F-HRTimeline
Piscataqua Savings Bank400$6.64K0.01%013F-HRTimeline
Elequin Capital, LP305$5.06K<0.01%-22013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP200$3.33K<0.01%new13F-HR/ATimelineGroup
WEBSTER BANK, N. A.164$2.72K<0.01%013F-HRTimeline
Peoples Bank/KS100$1.66K<0.01%-10013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.