Institutional Ownership John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
461,075
shares
|
$24.8 Million
6.27% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
447,352
shares
|
$24.1 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
432,361
shares
|
$23.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
414,074
shares
|
$22.3 Million
0.8% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
301,061
shares
|
$16.2 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
295,193
shares
|
$15.9 Million
0.03% of portfolio
|
Q4 2024
Added 686.78%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
294,588
shares
|
$15.9 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
261,447
shares
|
$14.1 Million
0.2% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,988
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
235,421
shares
|
$12.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
233,850
shares
|
$12.6 Million
3.29% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
227,393
shares
|
$12.2 Million
3.82% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
218,218
shares
|
$11.7 Million
2.02% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
208,563
shares
|
$11.2 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
201,013
shares
|
$10.8 Million
9.59% of portfolio
|
Q4 2024
New holding
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
199,470
shares
|
$10.7 Million
6.01% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
196,601
shares
|
$10.6 Million
0.17% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
186,041
shares
|
$10 Million
3.9% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
177,463
shares
|
$9.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
170,753
shares
|
$9.19 Million
0.53% of portfolio
|
Q4 2024
Added 107.91%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
163,383
shares
|
$8.79 Million
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
142,511
shares
|
$7.67 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
136,909
shares
|
$7.37 Million
0.35% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
133,222
shares
|
$7.17 Million
0.48% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
121,695
shares
|
$6.55 Million
2.38% of portfolio
|
Q4 2024
New holding
|