Purchases and Sales Made in Q1 2023 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q1 2023. The information is specifically focused on institutions that hold shares of JOHN HANCOCK MULTIFACTOR MID C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
363K+ 11.48% |
$16.4M - $18.8M
|
3.53M
$223M
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
252K+ 71.26% |
$11.4M - $13M
|
606K
$38.4M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
221K+ 7.88% |
$10M - $11.4M
|
3.03M
$192M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
129K+ 5.66% |
$5.84M - $6.68M
|
2.41M
$153M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
77.4K+ 6.28% |
$3.5M - $4M
|
1.31M
$82.9M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
71.6K+ 113.08% |
$3.24M - $3.7M
|
135K
$8.54M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
70.4K+ 674.5% |
$3.18M - $3.64M
|
80.8K
$5.11M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.1K+ 4.49% |
$2.76M - $3.16M
|
1.42M
$90M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.9K+ 1.59% |
$2.48M - $2.84M
|
3.52M
$223M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54.5K+ 10.62% |
$2.46M - $2.82M
|
567K
$35.9M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.6K+ 117.27% |
$2.15M - $2.46M
|
88.2K
$5.58M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.9K+ 1.23% |
$2.08M - $2.38M
|
3.79M
$240M
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
45.7K+ 4.57% |
$2.07M - $2.36M
|
1.05M
$66.2M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.7K+ 35.14% |
$1.84M - $2.1M
|
156K
$9.9M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
37.7KNew |
$1.71M - $1.95M
|
37.7K
$2.39M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 1.9% |
$1.68M - $1.92M
|
2M
$126M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 93.62% |
$1.65M - $1.89M
|
75.6K
$4.79M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
36.1K+ 44540.74% |
$1.63M - $1.86M
|
36.2K
$2.29M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 6.08% |
$1.59M - $1.81M
|
612K
$38.7M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
34.2KNew |
$1.55M - $1.77M
|
34.2K
$2.17M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.1K+ 7.71% |
$1.27M - $1.45M
|
393K
$24.9M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.7K+ 62.67% |
$1.25M - $1.43M
|
72K
$4.56M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.9KNew |
$1.17M - $1.34M
|
25.9K
$1.64M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.2KNew |
$960K - $1.1M
|
21.2K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
18.6KNew |
$842K - $962K
|
18.6K
$1.18M
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
16.7K+ 8.32% |
$755K - $863K
|
217K
$13.8M
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
16.1K+ 13.46% |
$728K - $832K
|
136K
$8.59M
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
15.6K+ 181.28% |
$707K - $807K
|
24.2K
$1.53M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.2KNew |
$596K - $681K
|
13.2K
$834K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.7K+ 4.48% |
$575K - $657K
|
296K
$18.8M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
12.5K+ 23.49% |
$564K - $645K
|
65.6K
$4.15M
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$563K - $644K
|
12.5K
$788K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.3K+ 13.35% |
$510K - $583K
|
95.8K
$6.06M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.2KNew |
$505K - $577K
|
11.2K
$706K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
10.9K+ 89.86% |
$491K - $561K
|
22.9K
$1.45M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.8K+ 42.77% |
$488K - $558K
|
36K
$2.28M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.6K+ 2.31% |
$481K - $550K
|
471K
$29.8M
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.3K+ 4.89% |
$464K - $530K
|
220K
$13.9M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.82K+ 83.81% |
$444K - $507K
|
21.5K
$1.36M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
8.31K+ 10.65% |
$376K - $429K
|
86.3K
$5.46M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
7.76K+ 3.55% |
$351K - $401K
|
226K
$14.3M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.58K+ 8.81% |
$343K - $392K
|
93.7K
$5.93M
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.46KNew |
$337K - $385K
|
7.46K
$472K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.32K+ 36.19% |
$331K - $379K
|
27.6K
$1.74M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7KNew |
$317K - $362K
|
7K
$443K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.72K+ 10.92% |
$259K - $296K
|
58.1K
$3.68M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.68KNew |
$257K - $294K
|
5.68K
$359K
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.54K+ 7.09% |
$251K - $287K
|
83.8K
$5.3M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.4K+ 20.85% |
$244K - $279K
|
31.3K
$1.98M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.39KNew |
$244K - $279K
|
5.39K
$341K
|