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 |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
757K+ 1930.1% |
$42.2M - $47.8M
|
796K
$49.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
252K+ 12.49% |
$14M - $15.9M
|
2.27M
$140M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
219K+ 6.64% |
$12.2M - $13.9M
|
3.52M
$217M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
166K+ 23.97% |
$9.26M - $10.5M
|
860K
$53M
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
123KNew |
$6.83M - $7.74M
|
123K
$7.56M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
110K+ 64.39% |
$6.12M - $6.94M
|
281K
$17.3M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
83.4KNew |
$4.64M - $5.26M
|
83.4K
$5.14M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
77.9K+ 3.71% |
$4.34M - $4.92M
|
2.18M
$134M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.8K+ 42.17% |
$4.17M - $4.72M
|
252K
$15.6M
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
74.8K+ 250.46% |
$4.16M - $4.72M
|
105K
$6.45M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
71.8K+ 63.0% |
$4M - $4.53M
|
186K
$11.5M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
56.7K+ 10.11% |
$3.15M - $3.58M
|
617K
$38.1M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
46.7K+ 15.83% |
$2.6M - $2.95M
|
342K
$21.1M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41.8K+ 11.24% |
$2.33M - $2.64M
|
414K
$25.5M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.1K+ 2.14% |
$2.18M - $2.47M
|
1.86M
$115M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.7K+ 3.56% |
$2.16M - $2.45M
|
1.13M
$69.5M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 5.86% |
$1.91M - $2.16M
|
620K
$38.2M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34K+ 4.27% |
$1.89M - $2.15M
|
831K
$51.3M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
27.6K+ 5.98% |
$1.54M - $1.74M
|
489K
$30.1M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.4K+ 12.39% |
$1.36M - $1.54M
|
221K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.4K+ 14.35% |
$1.31M - $1.48M
|
187K
$11.5M
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
21.4K+ 3.63% |
$1.19M - $1.35M
|
611K
$37.7M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.3KNew |
$1.18M - $1.34M
|
21.3K
$1.31M
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
20.9K+ 46.72% |
$1.16M - $1.32M
|
65.6K
$4.04M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 6079.44% |
$1.09M - $1.23M
|
19.8K
$1.22M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.7KNew |
$988K - $1.12M
|
17.7K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.6K+ 36.23% |
$815K - $924K
|
55K
$3.39M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.4K+ 75.92% |
$801K - $908K
|
33.3K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7K+ 39.4% |
$760K - $862K
|
48.3K
$2.98M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.4KNew |
$747K - $847K
|
13.4K
$828K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6K+ 32.83% |
$644K - $730K
|
46.8K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 32.72% |
$620K - $703K
|
45.2K
$2.79M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.7K+ 189.13% |
$598K - $677K
|
16.4K
$1.01M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.9K+ 0.6% |
$496K - $562K
|
1.48M
$91.5M
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.66K+ 23.91% |
$482K - $546K
|
44.9K
$2.77M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
8.65KNew |
$482K - $546K
|
8.65K
$534K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.23K+ 154.61% |
$458K - $520K
|
13.6K
$836K
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
8.13KNew |
$453K - $513K
|
8.13K
$502K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.48KNew |
$416K - $472K
|
7.48K
$461K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
6.69K+ 26.77% |
$373K - $422K
|
31.7K
$1.95M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.59K+ 1.13% |
$367K - $416K
|
592K
$36.5M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.1K+ 2.61% |
$339K - $385K
|
240K
$14.8M
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.58K+ 9.08% |
$311K - $352K
|
67.1K
$4.14M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.12K+ 6.27% |
$285K - $323K
|
86.7K
$5.35M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.7K+ 38.84% |
$262K - $297K
|
16.8K
$1.04M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.68K+ 6.74% |
$261K - $295K
|
74.1K
$4.57M
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.67K+ 2.1% |
$260K - $295K
|
227K
$14M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.52K+ 3.91% |
$252K - $285K
|
120K
$7.41M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.39K+ 3.61% |
$245K - $277K
|
126K
$7.78M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4.31K+ 7.7% |
$240K - $272K
|
60.3K
$3.72M
|