News + Filings Key Docs Ownership
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HANCOCK JOHN PFD INCOME FD I (HPF)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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UBS Group AG
| 191,889 | -120,934 | 2,895,605,000 | 0.00 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 150,722 | 924 | 2,274,395,000 | 0.00 | |
Hist
| 06/30/2023 |
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Invesco Ltd.
| 150,448 | -9,538 | 2,270,261,000 | 0.00 | |
Hist
| 06/30/2023 |
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Koshinski Asset Management, Inc.
| 83,209 | 5,632 | 1,304,719,000 | 0.13 | |
Hist
| 12/31/2022 |
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GUGGENHEIM CAPITAL LLC
| 81,818 | 15,398 | 1,234,634,000 | 0.01 | |
Hist
| 06/30/2023 |
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B. Riley Wealth Advisors, Inc.
| 74,003 | -4,036 | 1,116,701,000 | 0.03 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 60,250 | -1,087 | 909,499,000 | | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 47,646 | 11,154 | 718,978,000 | 0.01 | |
Hist
| 06/30/2023 |
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Golden Green, Inc.
| 39,545 | -425 | 596,734,000 | 0.64 | |
Hist
| 06/30/2023 |
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NewEdge Advisors, LLC
| 29,408 | 2,800 | 443,772,000 | 0.01 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 24,832 | -1,706 | 385,390,000 | 0.00 | |
Hist
| 03/31/2023 |
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ROYAL BANK OF CANADA
| 24,109 | 2,793 | 364,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 18,301 | 4,618 | 276,163,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 17,567 | -4,938 | 272,647,000 | 0.00 | |
Hist
| 03/31/2023 |
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BANK OF AMERICA CORP /DE/
| 17,756 | 789 | 267,938,000 | 0.00 | |
Hist
| 06/30/2023 |
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American Portfolios Advisors
| 14,903 | 14,903 | 245,153,000 | 0.01 | |
Hist
| 09/30/2022 |
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Cetera Investment Advisers
| 15,291 | -95 | 237,316,000 | 0.00 | |
Hist
| 03/31/2023 |
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Atria Wealth Solutions, Inc.
| 15,020 | 896 | 226,652,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 13,779 | -903 | 207,921,000 | 0.00 | |
Hist
| 06/30/2023 |
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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
| 13,341 | 13,341 | 191,458,000 | | |
Hist
| 09/30/2023 |
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CAPTRUST FINANCIAL ADVISORS
| 10,759 | 76 | 166,973,000 | 0.00 | |
Hist
| 03/31/2023 |
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Live Oak Private Wealth LLC
| 10,891 | 0 | 164,345,000 | 0.03 | |
Hist
| 06/30/2023 |
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HARBOUR INVESTMENTS, INC.
| 8,395 | 25 | 131,634,000 | 0.01 | |
Hist
| 12/31/2022 |
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Spire Wealth Management
| 8,573 | 229 | 129,363,000 | 0.00 | |
Hist
| 06/30/2023 |
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HOLLENCREST CAPITAL MANAGEMENT
| 6,159 | 0 | 92,939,000 | 0.01 | |
Hist
| 06/30/2023 |
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Ameritas Advisory Services, LLC
| 5,572 | 5,572 | 86,477,000 | 0.00 | |
Hist
| 03/31/2023 |
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Belpointe Asset Management LLC
| 5,400 | 5,400 | 83,811,000 | 0.00 | |
Hist
| 03/31/2023 |
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MONTAG A & ASSOCIATES INC
| 5,145 | 0 | 77,645,000 | 0.00 | |
Hist
| 06/30/2023 |
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GPS Wealth Strategies Group, LLC
| 4,620 | 4,620 | 69,716,000 | 0.01 | |
Hist
| 06/30/2023 |
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WEBSTER BANK, N. A.
| 2,879 | 0 | 41,659,000 | 0.01 | |
Hist
| 09/30/2023 |
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Glass Jacobson Investment Advisors llc
| 2,615 | 2,615 | 41,003,000 | 0.02 | |
Hist
| 12/31/2022 |
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SOA Wealth Advisors, LLC.
| 1,678 | 0 | 24,281,000 | 0.01 | |
Hist
| 09/30/2023 |
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Geneos Wealth Management Inc.
| 1,000 | -100 | 15,090,000 | 0.00 | |
Hist
| 06/30/2023 |
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CARY STREET PARTNERS INVESTMENT ADVISORY LLC
| 401 | 0 | 6,051,000 | 0.00 | |
Hist
| 06/30/2023 |
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Davidson Capital Management Inc.
| 250 | 250 | 3,920,000 | 0.00 | |
Hist
| 12/31/2022 |
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