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 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.05K- 16.99% |
$114K - $129K
|
9.99K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.26K- 6.36% |
$126K - $143K
|
33.3K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.43K- 26.05% |
$135K - $153K
|
6.9K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.51K- 2.24% |
$140K - $159K
|
110K
$6.76M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.68K- 2.79% |
$149K - $169K
|
93.4K
$5.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2.97K- 23.05% |
$166K - $188K
|
9.93K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.35K- 25.27% |
$186K - $211K
|
9.89K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.82K- 5.62% |
$213K - $241K
|
64.1K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.36K- 15.3% |
$243K - $275K
|
24.1K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.17K- 3.77% |
$288K - $326K
|
132K
$8.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.28K- 13.9% |
$294K - $333K
|
32.7K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.61K- 46.68% |
$313K - $354K
|
6.41K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.69K- 42.99% |
$317K - $359K
|
7.55K
$466K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.26K- 50.0% |
$348K - $395K
|
6.26K
$386K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.48K- 20.71% |
$361K - $409K
|
24.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.11K- 7.6% |
$452K - $512K
|
98.7K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-9.21K- 13.34% |
$513K - $581K
|
59.8K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-9.46K- 20.56% |
$527K - $597K
|
36.6K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.87K- 31.24% |
$550K - $623K
|
21.7K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.5K- 5.66% |
$587K - $665K
|
176K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10.7K- 18.44% |
$594K - $674K
|
47.2K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-10.9K- 10.48% |
$610K - $691K
|
93.5K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12.2K- 75.0% |
$677K - $768K
|
4.06K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12.5K- 11.68% |
$698K - $791K
|
94.8K
$5.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15.4K- 12.47% |
$856K - $971K
|
108K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.7K- 20.54% |
$983K - $1.11M
|
68.3K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 20.33% |
$1.19M - $1.35M
|
83.5K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-22.3K- 0.67% |
$1.24M - $1.41M
|
3.32M
$205M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25.2K- 26.22% |
$1.4M - $1.59M
|
70.9K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-27.3K- 11.12% |
$1.52M - $1.72M
|
218K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.8K- 0.97% |
$1.55M - $1.75M
|
2.85M
$176M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.5K- 4.7% |
$1.76M - $1.99M
|
640K
$39.5M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-62.8K- 73.71% |
$3.5M - $3.96M
|
22.4K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-66.3K- 66.01% |
$3.69M - $4.18M
|
34.1K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-73.9K- 17.09% |
$4.11M - $4.66M
|
358K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-78.8K- 33.49% |
$4.39M - $4.98M
|
157K
$9.66M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-85.6K- 4.93% |
$4.77M - $5.4M
|
1.65M
$102M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-97.3K- 9.63% |
$5.42M - $6.14M
|
913K
$56.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-125K- 17.59% |
$6.96M - $7.89M
|
586K
$36.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-147K- 79.57% |
$8.21M - $9.31M
|
37.9K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-150K- 74.5% |
$8.34M - $9.45M
|
51.3K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-241K- 4.85% |
$13.4M - $15.2M
|
4.73M
$292M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-278K- 92.34% |
$15.5M - $17.5M
|
23.1K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-342K- 7.48% |
$19M - $21.6M
|
4.22M
$261M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-471K- 95.28% |
$26.3M - $29.8M
|
23.4K
$1.44M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-491K- 92.6% |
$27.3M - $31M
|
39.2K
$2.42M
|