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 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20+ 0.45% |
$905 - $1.03K
|
4.5K
$285K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 3.8% |
$859 - $982
|
519
$32.8K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$45.2 - $51.7
|
13.2K
$838K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.3% |
$588 - $672
|
4.31K
$273K
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-42- 6.06% |
$1.9K - $2.17K
|
651
$41.2K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-44Closed |
$1.99K - $2.27K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-79- 0.69% |
$3.57K - $4.08K
|
11.3K
$715K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-115- 50.44% |
$5.2K - $5.94K
|
113
$7.15K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-164- 1.25% |
$7.42K - $8.48K
|
12.9K
$818K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-175- 2.62% |
$7.92K - $9.05K
|
6.49K
$411K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-206- 1.34% |
$9.32K - $10.6K
|
15.2K
$960K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-252- 2.3% |
$11.4K - $13K
|
10.7K
$677K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-293- 43.99% |
$13.3K - $15.1K
|
373
$23.6K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-308- 8.42% |
$13.9K - $15.9K
|
3.35K
$212K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-383- 0.43% |
$17.3K - $19.8K
|
88.3K
$5.59M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-387- 0.61% |
$17.5K - $20K
|
63.2K
$4M
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-487- 0.33% |
$22K - $25.2K
|
148K
$9.34M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-594- 0.95% |
$26.9K - $30.7K
|
61.8K
$3.91M
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-643- 11.92% |
$29.1K - $33.2K
|
4.75K
$301K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-663- 3.55% |
$30K - $34.3K
|
18K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-786- 13.13% |
$35.6K - $40.6K
|
5.2K
$329K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-914- 1.49% |
$41.3K - $47.2K
|
60.6K
$3.84M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-991- 29.07% |
$44.8K - $51.2K
|
2.42K
$153K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 72.84% |
$48.5K - $55.5K
|
400
$25.3K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.26K- 13.16% |
$57K - $65.1K
|
8.31K
$526K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.3K- 0.3% |
$58.8K - $67.2K
|
425K
$26.9M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.35K- 4.1% |
$61.2K - $69.9K
|
31.6K
$2M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.46K- 6.14% |
$65.8K - $75.2K
|
22.2K
$1.41M
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.5K- 3.23% |
$67.7K - $77.4K
|
44.9K
$2.84M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.53K- 1.62% |
$69.3K - $79.2K
|
93.2K
$5.9M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.54K- 4.49% |
$69.8K - $79.8K
|
32.9K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.68K- 5.45% |
$75.8K - $86.6K
|
29.1K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.77K- 4.51% |
$80.1K - $91.5K
|
37.5K
$2.37M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.86K- 38.84% |
$129K - $148K
|
4.5K
$285K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-3.35K- 22.22% |
$151K - $173K
|
11.7K
$742K
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.67K- 9.53% |
$166K - $190K
|
34.9K
$2.21M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.97K- 5.23% |
$180K - $205K
|
72K
$4.56M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.11K- 8.13% |
$186K - $213K
|
46.5K
$2.94M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.88K- 0.96% |
$221K - $252K
|
506K
$32M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.82K- 2.86% |
$354K - $404K
|
265K
$16.8M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.46K- 9.16% |
$383K - $437K
|
83.9K
$5.31M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.69K- 16.82% |
$393K - $449K
|
42.9K
$2.72M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.2K- 2.2% |
$552K - $631K
|
543K
$34.4M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.1K- 33.78% |
$682K - $780K
|
29.6K
$1.87M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.2K- 10.78% |
$780K - $891K
|
143K
$9.03M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.7K- 38.53% |
$1.25M - $1.43M
|
44.3K
$2.8M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-61.2K- 73.62% |
$2.77M - $3.16M
|
21.9K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.3K- 2.64% |
$3.27M - $3.74M
|
2.67M
$169M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-81.5K- 8.78% |
$3.69M - $4.21M
|
847K
$53.6M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-97.5K- 36.29% |
$4.41M - $5.04M
|
171K
$10.8M
|