Purchases and Sales Made in Q1 2024 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
609K+ 864.4% |
$31.1M - $34.9M
|
679K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
450K+ 9.95% |
$23M - $25.8M
|
4.98M
$315M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
295KNew |
$15.1M - $16.9M
|
295K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
178K+ 264.35% |
$9.11M - $10.2M
|
246K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 87.02% |
$7.32M - $8.22M
|
308K
$19.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137K+ 8.96% |
$7M - $7.86M
|
1.67M
$105M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
117KNew |
$6M - $6.73M
|
117K
$7.43M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
110K+ 1158.03% |
$5.61M - $6.3M
|
119K
$7.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.8K+ 236.3% |
$2.8M - $3.15M
|
78K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
53.7K+ 24.68% |
$2.75M - $3.08M
|
271K
$17.2M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
52.2K+ 112.31% |
$2.67M - $3M
|
98.7K
$6.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46.9K+ 248.7% |
$2.4M - $2.69M
|
65.8K
$4.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.1KNew |
$2.36M - $2.65M
|
46.1K
$2.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$2.13M - $2.39M
|
41.6K
$2.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
38.4K+ 3.23% |
$1.96M - $2.2M
|
1.23M
$77.7M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
26.8KNew |
$1.37M - $1.54M
|
26.8K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
25.6K+ 3.58% |
$1.31M - $1.47M
|
740K
$46.8M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5KNew |
$1.1M - $1.23M
|
21.5K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
20.8K+ 17.09% |
$1.07M - $1.2M
|
143K
$9.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
20.2K+ 125.94% |
$1.03M - $1.16M
|
36.2K
$2.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.8K+ 3.52% |
$961K - $1.08M
|
554K
$35M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.4K+ 12.76% |
$887K - $996K
|
153K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 429.48% |
$875K - $983K
|
21.1K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.6K+ 1.7% |
$798K - $896K
|
933K
$59.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.5KNew |
$791K - $888K
|
15.5K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.3K+ 763.9% |
$781K - $877K
|
17.3K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$640K - $719K
|
12.5K
$793K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11K+ 58.43% |
$563K - $633K
|
29.9K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 10.16% |
$555K - $624K
|
118K
$7.46M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$544K - $611K
|
10.6K
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.3K+ 11.7% |
$528K - $593K
|
98.6K
$6.24M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
9.72K+ 38.06% |
$497K - $558K
|
35.3K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
7.74K+ 14.83% |
$395K - $444K
|
59.9K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.55K+ 5.11% |
$386K - $433K
|
155K
$9.83M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.41K+ 6.67% |
$327K - $368K
|
102K
$6.49M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 1.12% |
$321K - $360K
|
567K
$35.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.86K+ 7.07% |
$299K - $336K
|
88.8K
$5.62M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
5.86K+ 3.43% |
$299K - $336K
|
177K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.84K+ 12.62% |
$299K - $335K
|
52.1K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.84K+ 118.62% |
$299K - $335K
|
10.8K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.59K+ 27.69% |
$286K - $321K
|
25.8K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.02K+ 31.65% |
$257K - $288K
|
20.9K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.98KNew |
$255K - $286K
|
4.98K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.72K+ 11.83% |
$241K - $271K
|
44.7K
$2.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.39KNew |
$224K - $252K
|
4.39K
$278K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.36K+ 4.75% |
$223K - $250K
|
96.2K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.23KNew |
$216K - $243K
|
4.23K
$268K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.84K+ 9.4% |
$196K - $220K
|
44.7K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.75KNew |
$192K - $215K
|
3.75K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.7K+ 9.47% |
$189K - $212K
|
42.8K
$2.71M
|