Purchases and Sales Made in Q3 2024 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
88+ 0.8% |
$4.77K - $5.3K
|
11K
$667K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 2.68% |
$3.91K - $4.33K
|
2.76K
$167K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64+ 0.02% |
$3.47K - $3.85K
|
379K
$22.9M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
56+ 0.68% |
$3.04K - $3.37K
|
8.27K
$499K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
52+ 0.41% |
$2.82K - $3.13K
|
12.7K
$765K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 1.02% |
$2.71K - $3.01K
|
4.93K
$298K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 0.03% |
$868 - $963
|
57.6K
$3.48M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$109 - $120
|
14.6K
$883K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.02% |
$54.3 - $60.2
|
5.5K
$332K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3- 0.2% |
$163 - $181
|
1.51K
$91.2K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6- 0.28% |
$326 - $361
|
2.14K
$129K
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-6- 0.11% |
$326 - $361
|
5.55K
$335K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-7- 1.43% |
$380 - $421
|
483
$29.1K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15- 0.05% |
$814 - $903
|
32K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.43% |
$977 - $1.08K
|
4.19K
$253K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-18- 0.06% |
$977 - $1.08K
|
28.1K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-50- 1.17% |
$2.71K - $3.01K
|
4.24K
$256K
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-58- 3.37% |
$3.15K - $3.49K
|
1.66K
$100K
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-62- 0.05% |
$3.36K - $3.73K
|
114K
$6.91M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-74- 0.55% |
$4.01K - $4.45K
|
13.4K
$812K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-87- 9.93% |
$4.72K - $5.24K
|
789
$47.6K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-117- 1.21% |
$6.35K - $7.04K
|
9.59K
$578K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-160- 3.47% |
$8.68K - $9.63K
|
4.45K
$269K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-163- 34.75% |
$8.84K - $9.81K
|
306
$18.5K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-169- 10.76% |
$9.17K - $10.2K
|
1.4K
$84.6K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-181- 0.44% |
$9.82K - $10.9K
|
41.1K
$2.48M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-200- 3.99% |
$10.9K - $12K
|
4.81K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-215- 0.48% |
$11.7K - $12.9K
|
44.7K
$2.7M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-225- 2.07% |
$12.2K - $13.5K
|
10.6K
$642K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-230- 5.25% |
$12.5K - $13.8K
|
4.15K
$251K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-335- 3.06% |
$18.2K - $20.2K
|
10.6K
$641K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-352- 3.96% |
$19.1K - $21.2K
|
8.55K
$516K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-393- 8.59% |
$21.3K - $23.7K
|
4.18K
$252K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-400- 10.45% |
$21.7K - $24.1K
|
3.43K
$207K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-473- 0.6% |
$25.7K - $28.5K
|
78.1K
$4.71M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-481- 7.12% |
$26.1K - $29K
|
6.27K
$379K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-838- 1.7% |
$45.5K - $50.4K
|
48.4K
$2.92M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-889- 10.61% |
$48.2K - $53.5K
|
7.49K
$452K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-898- 7.14% |
$48.7K - $54.1K
|
11.7K
$705K
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-907- 1.3% |
$49.2K - $54.6K
|
68.9K
$4.16M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.1K- 0.57% |
$59.5K - $66K
|
192K
$11.6M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.26K- 3.88% |
$68.2K - $75.7K
|
31.2K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.31K- 4.93% |
$71K - $78.7K
|
25.2K
$1.52M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.71K- 1.7% |
$92.9K - $103K
|
99.2K
$5.99M
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.87K- 25.59% |
$102K - $113K
|
5.44K
$328K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 35.66% |
$103K - $115K
|
3.43K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.23K- 11.88% |
$121K - $134K
|
16.5K
$997K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.44K- 20.0% |
$132K - $147K
|
9.74K
$588K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.68K- 7.39% |
$145K - $161K
|
33.6K
$2.03M
|