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 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.03KNew |
$225K - $255K
|
4.03K
$249K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.87K+ 89.13% |
$216K - $244K
|
8.22K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 16.83% |
$208K - $236K
|
25.9K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.57KNew |
$199K - $226K
|
3.57K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.37K+ 28.83% |
$188K - $213K
|
15K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.14K+ 12.06% |
$175K - $198K
|
29.2K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.96K+ 1.51% |
$165K - $187K
|
199K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.5K+ 5.61% |
$139K - $158K
|
47.1K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 69.1% |
$136K - $154K
|
5.96K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.33K+ 2.11% |
$130K - $147K
|
113K
$6.95M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.3K+ 56.22% |
$128K - $145K
|
6.38K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.07K+ 26.36% |
$115K - $131K
|
9.92K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.03K+ 5.74% |
$113K - $128K
|
37.4K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.03K+ 14.28% |
$113K - $128K
|
16.2K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 32.99% |
$113K - $128K
|
8.16K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.99K+ 1.88% |
$111K - $125K
|
108K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.96K+ 4.75% |
$109K - $124K
|
43.2K
$2.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.91K+ 8.27% |
$106K - $120K
|
24.9K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.88K+ 0.72% |
$105K - $119K
|
263K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82K+ 2.86% |
$101K - $115K
|
65.3K
$4.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.36K+ 123.27% |
$75.5K - $85.6K
|
2.46K
$152K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.32K+ 31.69% |
$73.5K - $83.3K
|
5.49K
$338K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 37.64% |
$72.8K - $82.6K
|
4.78K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.19KNew |
$66K - $74.9K
|
1.19K
$73.2K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.1K+ 4.36% |
$61.4K - $69.6K
|
26.4K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.07KNew |
$59.4K - $67.3K
|
1.07K
$65.8K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.04K+ 4.26% |
$57.8K - $65.5K
|
25.4K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
917+ 17.59% |
$51.1K - $57.9K
|
6.13K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
786+ 3.54% |
$43.8K - $49.6K
|
23K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
785+ 14.35% |
$43.7K - $49.5K
|
6.26K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
758+ 3.6% |
$42.2K - $47.8K
|
21.8K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
708+ 3.7% |
$39.4K - $44.7K
|
19.8K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
624+ 1.71% |
$34.8K - $39.4K
|
37.1K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
584+ 9.61% |
$32.5K - $36.9K
|
6.66K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
540+ 14.04% |
$30.1K - $34.1K
|
4.39K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
511+ 1.41% |
$28.5K - $32.3K
|
36.6K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
504New |
$28.1K - $31.8K
|
504
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
500+ 10.18% |
$27.8K - $31.6K
|
5.41K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
457New |
$25.5K - $28.8K
|
457
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
376New |
$20.9K - $23.7K
|
376
$23.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
348+ 1.39% |
$19.4K - $22K
|
25.4K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
311+ 1.05% |
$17.3K - $19.6K
|
29.8K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
308+ 4.85% |
$17.2K - $19.4K
|
6.66K
$411K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
252+ 1.76% |
$14K - $15.9K
|
14.6K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
220New |
$12.3K - $13.9K
|
220
$13.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
135+ 4.78% |
$7.52K - $8.52K
|
2.96K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
135+ 3.74% |
$7.52K - $8.52K
|
3.75K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121New |
$6.74K - $7.64K
|
121
$7.46K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
101New |
$5.62K - $6.38K
|
101
$6.23K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
101+ 14.41% |
$5.62K - $6.38K
|
802
$49.5K
|