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 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.34KNew |
$241K - $276K
|
5.34K
$338K
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.3K+ 16.42% |
$240K - $274K
|
37.6K
$2.38M
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.24KNew |
$237K - $271K
|
5.24K
$332K
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.13K+ 1.75% |
$232K - $265K
|
298K
$18.9M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.1K+ 0.78% |
$231K - $264K
|
658K
$41.7M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.09KNew |
$230K - $263K
|
5.09K
$322K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.93KNew |
$223K - $255K
|
4.93K
$312K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.91KNew |
$222K - $254K
|
4.91K
$311K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.88KNew |
$220K - $252K
|
4.88K
$309K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.36KNew |
$197K - $225K
|
4.36K
$276K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.35K+ 1915.86% |
$197K - $225K
|
4.58K
$290K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 11.12% |
$159K - $182K
|
35.2K
$2.23M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.67K+ 205.7% |
$121K - $138K
|
3.97K
$251K
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2.61K+ 3.63% |
$118K - $135K
|
74.6K
$4.72M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.3K+ 9.59% |
$104K - $119K
|
26.2K
$1.66M
|
|
Apr 06, 2023
Q1 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.06K+ 1.05% |
$93K - $106K
|
198K
$12.5M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.9K+ 57.46% |
$86K - $98.3K
|
5.21K
$330K
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 4.86% |
$81.4K - $93K
|
38.8K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.6K+ 1.31% |
$72.2K - $82.5K
|
124K
$7.84M
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 22.03% |
$57.4K - $65.5K
|
7.02K
$444K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.25K+ 10.64% |
$56.7K - $64.8K
|
13K
$826K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
953+ 10.66% |
$43.1K - $49.3K
|
9.89K
$626K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
918+ 3.76% |
$41.5K - $47.5K
|
25.3K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
735+ 6.0% |
$33.2K - $38K
|
13K
$822K
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
715New |
$32.3K - $37K
|
715
$45.3K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
693+ 6.28% |
$31.3K - $35.8K
|
11.7K
$742K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
686+ 51.77% |
$31K - $35.5K
|
2.01K
$127K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
614+ 11.32% |
$27.8K - $31.7K
|
6.04K
$382K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
548+ 7.21% |
$24.8K - $28.3K
|
8.15K
$516K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
519+ 2.85% |
$23.5K - $26.8K
|
18.8K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
508+ 7.24% |
$23K - $26.3K
|
7.52K
$476K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
504+ 28.33% |
$22.8K - $26.1K
|
2.28K
$144K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
492New |
$22.3K - $25.4K
|
492
$31.1K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
437+ 1.16% |
$19.8K - $22.6K
|
38K
$2.4M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
424+ 2.47% |
$19.2K - $21.9K
|
17.6K
$1.11M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
356+ 0.23% |
$16.1K - $18.4K
|
154K
$9.77M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
263+ 2.57% |
$11.9K - $13.6K
|
10.5K
$664K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 4.47% |
$11.9K - $13.6K
|
6.14K
$389K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
218+ 3.89% |
$9.86K - $11.3K
|
5.82K
$368K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
215New |
$9.72K - $11.1K
|
215
$13.6K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
150+ 1.79% |
$6.78K - $7.75K
|
8.52K
$539K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
139+ 0.6% |
$6.29K - $7.18K
|
23.4K
$1.48M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 0.34% |
$3.94K - $4.5K
|
25.5K
$1.61M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
72New |
$3.26K - $3.72K
|
72
$4.56K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
72New |
$3.26K - $3.72K
|
72
$4.56K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
50+ 0.17% |
$2.26K - $2.58K
|
30.3K
$1.92M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49New |
$2.22K - $2.53K
|
49
$3.1K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
45+ 0.66% |
$2.04K - $2.33K
|
6.85K
$433K
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
41+ 0.31% |
$1.85K - $2.12K
|
13.3K
$843K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 0.6% |
$1.58K - $1.81K
|
5.85K
$370K
|