Purchases and Sales Made in Q2 2025 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
499K+ 22.0% |
$25.1M - $30.5M
|
2.77M
$177M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
316K+ 39.69% |
$15.9M - $19.3M
|
1.11M
$71M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
149K+ 2155.3% |
$7.48M - $9.08M
|
156K
$9.92M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 5.0% |
$7.16M - $8.7M
|
2.99M
$191M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
98.9KNew |
$4.98M - $6.05M
|
98.9K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68.1K+ 99.67% |
$3.43M - $4.16M
|
136K
$8.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
67.6K+ 7.87% |
$3.4M - $4.13M
|
927K
$59.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
51.4K+ 289.74% |
$2.59M - $3.14M
|
69.1K
$4.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
42KNew |
$2.11M - $2.57M
|
42K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39.3K+ 4.73% |
$1.98M - $2.4M
|
870K
$55.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.6K+ 1.07% |
$1.89M - $2.3M
|
3.56M
$227M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
32K+ 1212.24% |
$1.61M - $1.95M
|
34.6K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
30.8KNew |
$1.55M - $1.88M
|
30.8K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
26.1K+ 10.89% |
$1.32M - $1.6M
|
266K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.1K+ 2.75% |
$1.26M - $1.53M
|
939K
$59.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22K+ 33.61% |
$1.1M - $1.34M
|
87.3K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8K+ 196.05% |
$947K - $1.15M
|
28.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 15.57% |
$845K - $1.03M
|
125K
$7.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
16.7K+ 14.84% |
$841K - $1.02M
|
129K
$8.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 18.63% |
$813K - $988K
|
103K
$6.56M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 326.74% |
$786K - $955K
|
20.4K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 77.52% |
$774K - $940K
|
35.2K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 0.96% |
$715K - $868K
|
1.5M
$95.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.8K+ 35.5% |
$596K - $724K
|
45.2K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 1.88% |
$584K - $709K
|
629K
$40.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
11.5K+ 9.34% |
$577K - $700K
|
134K
$8.56M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 4.7% |
$555K - $674K
|
246K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
10.1KNew |
$506K - $615K
|
10.1K
$642K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9.21K+ 32.18% |
$463K - $563K
|
37.8K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.86K+ 2.14% |
$446K - $542K
|
423K
$27M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.49K+ 113.57% |
$427K - $519K
|
16K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
8.18K+ 282.49% |
$412K - $500K
|
11.1K
$707K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
8.1K+ 10.93% |
$408K - $495K
|
82.2K
$5.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.82K+ 34.0% |
$394K - $478K
|
30.8K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.78K+ 30.03% |
$391K - $476K
|
33.7K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61K+ 0.46% |
$383K - $465K
|
1.66M
$106M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.43KNew |
$374K - $454K
|
7.43K
$474K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.15KNew |
$360K - $437K
|
7.15K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.79K+ 41.39% |
$342K - $415K
|
23.2K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.25KNew |
$315K - $382K
|
6.25K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.95K+ 16.23% |
$299K - $363K
|
42.6K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5.64K+ 9.35% |
$284K - $345K
|
65.9K
$4.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.63K+ 10.24% |
$283K - $344K
|
60.6K
$3.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.35KNew |
$269K - $327K
|
5.35K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.78K+ 2.16% |
$240K - $292K
|
226K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.75KNew |
$239K - $290K
|
4.75K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.36KNew |
$219K - $267K
|
4.36K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.72KNew |
$187K - $228K
|
3.72K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.59K+ 7.01% |
$181K - $220K
|
54.9K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.58KNew |
$180K - $219K
|
3.58K
$228K
|