Purchases and Sales Made in Q3 2023 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20- 0.11% |
$938 - $1.03K
|
18K
$1.14M
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-29- 5.09% |
$1.36K - $1.49K
|
541
$34.2K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-38- 17.35% |
$1.78K - $1.95K
|
181
$11.5K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-59- 0.58% |
$2.77K - $3.03K
|
10.2K
$643K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-78- 63.93% |
$3.66K - $4.01K
|
44
$2.78K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-118- 10.18% |
$5.53K - $6.07K
|
1.04K
$65.9K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-136- 2.34% |
$6.38K - $7K
|
5.68K
$359K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-150- 4.1% |
$7.03K - $7.72K
|
3.51K
$222K
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-160- 0.53% |
$7.5K - $8.23K
|
30K
$1.9M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-193- 0.84% |
$9.05K - $9.93K
|
22.7K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-242- 0.37% |
$11.3K - $12.4K
|
65.5K
$4.14M
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-286- 6.02% |
$13.4K - $14.7K
|
4.47K
$283K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-299- 5.54% |
$14K - $15.4K
|
5.09K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 4.65% |
$15.5K - $17K
|
6.79K
$429K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-356- 11.29% |
$16.7K - $18.3K
|
2.8K
$177K
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-387- 2.29% |
$18.1K - $19.9K
|
16.5K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-413- 9.38% |
$19.4K - $21.2K
|
3.99K
$253K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-636- 5.54% |
$29.8K - $32.7K
|
10.9K
$687K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-702- 1.95% |
$32.9K - $36.1K
|
35.2K
$2.23M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-740- 6.27% |
$34.7K - $38.1K
|
11.1K
$701K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-772- 1.03% |
$36.2K - $39.7K
|
74.5K
$4.72M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-939- 0.93% |
$44K - $48.3K
|
99.8K
$6.32M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-953- 7.75% |
$44.7K - $49K
|
11.3K
$718K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 11.95% |
$52.2K - $57.3K
|
8.2K
$519K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 4.41% |
$59.8K - $65.6K
|
27.7K
$1.75M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.29K- 1.55% |
$60.3K - $66.2K
|
81.5K
$5.16M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.39K- 1.54% |
$64.9K - $71.2K
|
88.6K
$5.6M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.44K- 11.75% |
$67.4K - $73.9K
|
10.8K
$683K
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 0.98% |
$68K - $74.6K
|
146K
$9.23M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.63K- 3.82% |
$76.6K - $84K
|
41.1K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 2.23% |
$80.4K - $88.2K
|
75.1K
$4.76M
|
|
Oct 10, 2023
Q3 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.9K- 0.96% |
$89K - $97.7K
|
196K
$12.4M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.96K- 3.53% |
$91.7K - $101K
|
53.5K
$3.38M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.2K- 3.54% |
$103K - $113K
|
60K
$3.8M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.33K- 1.03% |
$109K - $120K
|
224K
$14.2M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.52K- 6.06% |
$118K - $129K
|
39K
$2.47M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.58K- 3.84% |
$121K - $133K
|
64.7K
$4.09M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.36K- 3.58% |
$158K - $173K
|
90.5K
$5.73M
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.42K- 1.53% |
$160K - $176K
|
220K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.42K- 43.82% |
$160K - $176K
|
4.38K
$277K
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-4.27K- 1.97% |
$200K - $220K
|
212K
$13.4M
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5.01K- 0.68% |
$235K - $258K
|
732K
$46.3M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-7.98K- 40.57% |
$374K - $410K
|
11.7K
$739K
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.2K- 4.65% |
$527K - $578K
|
230K
$14.6M
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 2.32% |
$673K - $738K
|
605K
$38.3M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35K- 26.18% |
$1.64M - $1.8M
|
98.6K
$6.24M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.2K- 2.09% |
$1.65M - $1.81M
|
1.65M
$104M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35.2K- 89.34% |
$1.65M - $1.81M
|
4.2K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.8K- 19.51% |
$2.43M - $2.67M
|
214K
$13.5M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53.9K- 6.79% |
$2.53M - $2.77M
|
740K
$46.8M
|