Purchases and Sales Made in Q2 2024 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.32M+ 7274.56% |
$284M - $303M
|
5.39M
$341M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
984K+ 6354.71% |
$52.6M - $56.1M
|
999K
$63.2M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
331K+ 8.31% |
$17.7M - $18.9M
|
4.31M
$273M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
290K+ 2318.21% |
$15.5M - $16.6M
|
303K
$19.2M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
248K+ 538.51% |
$13.3M - $14.2M
|
294K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 2.1% |
$5.59M - $5.97M
|
5.08M
$322M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.8K+ 490.99% |
$4.54M - $4.84M
|
102K
$6.46M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.2K+ 7.52% |
$3.75M - $4.01M
|
1M
$63.5M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
64.3K+ 3.15% |
$3.44M - $3.67M
|
2.11M
$133M
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
60KNew |
$3.21M - $3.42M
|
60K
$3.8M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54.4K+ 4.43% |
$2.91M - $3.1M
|
1.28M
$81.2M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.1K+ 199.34% |
$2.25M - $2.4M
|
63.2K
$4M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.4K+ 151.22% |
$2.16M - $2.3M
|
67.1K
$4.25M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.8K+ 752.8% |
$2.02M - $2.16M
|
42.8K
$2.71M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.2K+ 10.48% |
$1.72M - $1.84M
|
340K
$21.5M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.4K+ 2.15% |
$1.68M - $1.79M
|
1.49M
$94.3M
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
31.2K+ 31.57% |
$1.67M - $1.78M
|
130K
$8.22M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 1.81% |
$1.61M - $1.72M
|
1.7M
$107M
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30K+ 4.06% |
$1.61M - $1.71M
|
770K
$48.7M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
28KNew |
$1.5M - $1.59M
|
28K
$1.77M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
23.3K+ 8.59% |
$1.25M - $1.33M
|
295K
$18.7M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.7K+ 16.33% |
$1.21M - $1.29M
|
161K
$10.2M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 0.8% |
$1.13M - $1.21M
|
2.68M
$170M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 0.8% |
$1.13M - $1.21M
|
2.68M
$170M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.3K+ 432.71% |
$978K - $1.04M
|
22.5K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
16.9K+ 1.54% |
$904K - $964K
|
1.11M
$70.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 0.82% |
$829K - $884K
|
1.9M
$120M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
12.1K+ 11.77% |
$645K - $688K
|
115K
$7.25M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1K+ 1.95% |
$591K - $631K
|
578K
$36.6M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11KNew |
$586K - $625K
|
11K
$693K
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.84K+ 5.76% |
$473K - $504K
|
162K
$10.3M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.1KNew |
$433K - $462K
|
8.1K
$513K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.02K+ 1.24% |
$429K - $457K
|
654K
$41.4M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.34K+ 3.32% |
$393K - $419K
|
228K
$14.5M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.9K+ 2.88% |
$369K - $394K
|
246K
$15.6M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.81KNew |
$364K - $388K
|
6.81K
$431K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.43K+ 1.31% |
$344K - $366K
|
498K
$31.5M
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.36K+ 3.6% |
$340K - $363K
|
183K
$11.6M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
6.05KNew |
$323K - $345K
|
6.05K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.67K+ 3.65% |
$303K - $323K
|
161K
$10.2M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
5.56KNew |
$297K - $317K
|
5.56K
$352K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.61KNew |
$247K - $263K
|
4.61K
$292K
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
4.34K+ 4.39% |
$232K - $247K
|
103K
$6.52M
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.32KNew |
$231K - $246K
|
4.32K
$273K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
4.16K+ 11.48% |
$222K - $237K
|
40.4K
$2.56M
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.1K+ 11.64% |
$219K - $234K
|
39.4K
$2.49M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.09K+ 2.16% |
$219K - $233K
|
193K
$12.2M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.94K+ 8.42% |
$210K - $225K
|
50.7K
$3.21M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.93K+ 3.29% |
$210K - $224K
|
123K
$7.8M
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.86K+ 0.58% |
$206K - $220K
|
665K
$42.1M
|