Purchases and Sales Made in Q1 2025 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
123KNew |
$6.83M - $7.74M
|
123K
$6.87M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
110K+ 64.39% |
$6.12M - $6.94M
|
281K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 10.11% |
$3.15M - $3.58M
|
617K
$34.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
46.7K+ 15.83% |
$2.6M - $2.95M
|
342K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41.8K+ 11.24% |
$2.33M - $2.64M
|
414K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 5.86% |
$1.91M - $2.16M
|
620K
$34.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34K+ 4.27% |
$1.89M - $2.15M
|
831K
$46.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
27.6K+ 5.98% |
$1.54M - $1.74M
|
489K
$27.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.4K+ 12.39% |
$1.36M - $1.54M
|
221K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
21.4K+ 3.63% |
$1.19M - $1.35M
|
611K
$34.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 6079.44% |
$1.09M - $1.23M
|
19.8K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7KNew |
$988K - $1.12M
|
17.7K
$994K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.4K+ 75.92% |
$801K - $908K
|
33.3K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.66K+ 23.91% |
$482K - $546K
|
44.9K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.1K+ 2.61% |
$339K - $385K
|
240K
$13.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.67K+ 2.1% |
$260K - $295K
|
227K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.39K+ 3.61% |
$245K - $277K
|
126K
$7.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 16.83% |
$208K - $236K
|
25.9K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.57KNew |
$199K - $226K
|
3.57K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.37K+ 28.83% |
$188K - $213K
|
15K
$843K
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.96K+ 1.51% |
$165K - $187K
|
199K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.5K+ 5.61% |
$139K - $158K
|
47.1K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.33K+ 2.11% |
$130K - $147K
|
113K
$6.31M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.03K+ 5.74% |
$113K - $128K
|
37.4K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.91K+ 8.27% |
$106K - $120K
|
24.9K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.36K+ 123.27% |
$75.5K - $85.6K
|
2.46K
$138K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.19KNew |
$66K - $74.9K
|
1.19K
$66.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
917+ 17.59% |
$51.1K - $57.9K
|
6.13K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
786+ 3.54% |
$43.8K - $49.6K
|
23K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
785+ 14.35% |
$43.7K - $49.5K
|
6.26K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
708+ 3.7% |
$39.4K - $44.7K
|
19.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
624+ 1.71% |
$34.8K - $39.4K
|
37.1K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
540+ 14.04% |
$30.1K - $34.1K
|
4.39K
$246K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
511+ 1.41% |
$28.5K - $32.3K
|
36.6K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
457New |
$25.5K - $28.8K
|
457
$25.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
348+ 1.39% |
$19.4K - $22K
|
25.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
311+ 1.05% |
$17.3K - $19.6K
|
29.8K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
308+ 4.85% |
$17.2K - $19.4K
|
6.66K
$373K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
252+ 1.76% |
$14K - $15.9K
|
14.6K
$818K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121New |
$6.74K - $7.64K
|
121
$6.78K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101New |
$5.62K - $6.38K
|
101
$5.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
101+ 14.41% |
$5.62K - $6.38K
|
802
$44.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84+ 0.67% |
$4.68K - $5.3K
|
12.7K
$710K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
67+ 1.16% |
$3.73K - $4.23K
|
5.83K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
65+ 0.23% |
$3.62K - $4.1K
|
28.6K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 0.24% |
$1.78K - $2.02K
|
13.5K
$755K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.55% |
$55.7 - $63.1
|
180
$10.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-17- 0.16% |
$947 - $1.07K
|
10.9K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-28- 1.86% |
$1.56K - $1.77K
|
1.48K
$83K
|