Purchases and Sales Made in Q4 2023 in John Hancock Multifactor Large (JHML)
This table provides information about the institutional ownership of John Hancock Multifactor Large (JHML) during Q4 2023. The information is specifically focused on institutions that hold shares of JOHN HANCOCK MULTIFACTOR LARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
212K+ 32.81% |
$10.8M - $12.6M
|
859K
$60.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
127KNew |
$6.44M - $7.52M
|
127K
$8.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.7K+ 13.66% |
$2.87M - $3.35M
|
471K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.7K+ 5.32% |
$2.67M - $3.12M
|
1.04M
$73M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33K+ 4.07% |
$1.67M - $1.95M
|
843K
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$666K - $777K
|
13.1K
$919K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 23.79% |
$648K - $756K
|
66.5K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6KNew |
$587K - $685K
|
11.6K
$811K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
11.4K+ 0.67% |
$575K - $672K
|
1.7M
$119M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9.07K+ 90.97% |
$460K - $537K
|
19K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
8.95K+ 2.48% |
$454K - $530K
|
369K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.44K+ 29.8% |
$326K - $381K
|
28.1K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.43K+ 3.63% |
$326K - $380K
|
184K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
5.61K+ 64.97% |
$284K - $332K
|
14.2K
$996K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.22KNew |
$214K - $250K
|
4.22K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
3.75K+ 3.56% |
$190K - $222K
|
109K
$7.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$173K - $202K
|
3.41K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 1.37% |
$152K - $178K
|
223K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.85K+ 1.83% |
$144K - $168K
|
159K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.78K+ 6.57% |
$141K - $164K
|
45K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.37K+ 8168.97% |
$120K - $140K
|
2.4K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.87K+ 6.56% |
$94.6K - $110K
|
30.3K
$2.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 15.91% |
$78.6K - $91.7K
|
11.3K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.32KNew |
$66.9K - $78.1K
|
1.32K
$92.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.15KNew |
$58.3K - $68K
|
1.15K
$80.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.07K+ 25.08% |
$54.4K - $63.5K
|
5.36K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1K+ 4.04% |
$50.7K - $59.2K
|
25.8K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
874+ 12.14% |
$44.3K - $51.7K
|
8.07K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
777+ 6.28% |
$39.4K - $46K
|
13.2K
$921K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
621+ 2.74% |
$31.5K - $36.7K
|
23.3K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
610+ 12.68% |
$30.9K - $36.1K
|
5.42K
$380K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
298New |
$15.1K - $17.6K
|
298
$20.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180New |
$9.12K - $10.6K
|
180
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
155New |
$7.86K - $9.17K
|
155
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 0.2% |
$2.03K - $2.37K
|
19.9K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.04% |
$1.01K - $1.18K
|
54.9K
$3.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.03% |
$253 - $296
|
15.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.05% |
$152 - $177
|
6.67K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-8- 3.6% |
$405 - $473
|
214
$15K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-36- 0.11% |
$1.82K - $2.13K
|
33.4K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 0.67% |
$2.53K - $2.96K
|
7.43K
$520K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75- 50.0% |
$3.8K - $4.44K
|
75
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-123- 1.64% |
$6.23K - $7.28K
|
7.38K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 0.8% |
$9.88K - $11.5K
|
24.2K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-250- 1.23% |
$12.7K - $14.8K
|
20K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-263- 1.37% |
$13.3K - $15.6K
|
18.9K
$1.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-388- 0.79% |
$19.7K - $23K
|
48.6K
$3.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-426- 6.73% |
$21.6K - $25.2K
|
5.91K
$413K
|