Purchases and Sales Made in Q4 2023 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.18M+ 9012.18% |
$52M - $62.3M
|
1.19M
$75.3M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
581KNew |
$25.7M - $30.8M
|
581K
$36.8M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
482K+ 11.92% |
$21.3M - $25.6M
|
4.53M
$287M
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
444K+ 14.4% |
$19.6M - $23.6M
|
3.53M
$223M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
307K+ 41.54% |
$13.6M - $16.3M
|
1.05M
$66.3M
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
222KNew |
$9.8M - $11.7M
|
222K
$14M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
185K+ 4.85% |
$8.18M - $9.81M
|
4M
$253M
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
88.3KNew |
$3.9M - $4.68M
|
88.3K
$5.59M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
86.9K+ 3.94% |
$3.84M - $4.6M
|
2.29M
$145M
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
79.3K+ 122.67% |
$3.51M - $4.2M
|
144K
$9.11M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.1K+ 2.77% |
$3.27M - $3.93M
|
2.75M
$174M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
71.3KNew |
$3.15M - $3.78M
|
71.3K
$4.51M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.3K+ 1.87% |
$3.06M - $3.67M
|
3.77M
$238M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.2K+ 4.03% |
$2.62M - $3.14M
|
1.53M
$96.8M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.4K+ 180.78% |
$2.36M - $2.83M
|
82.9K
$5.25M
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
46.5KNew |
$2.05M - $2.46M
|
46.5K
$2.94M
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
40.9K+ 6.76% |
$1.81M - $2.17M
|
646K
$40.9M
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
40.9KNew |
$1.81M - $2.17M
|
40.9K
$2.59M
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
40.8KNew |
$1.8M - $2.16M
|
40.8K
$2.58M
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
40.7K+ 3.78% |
$1.8M - $2.16M
|
1.12M
$70.8M
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
35.1KNew |
$1.55M - $1.86M
|
35.1K
$2.22M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.6K+ 1.16% |
$1.4M - $1.67M
|
2.75M
$174M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 4.35% |
$1.03M - $1.24M
|
560K
$35.5M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1KNew |
$931K - $1.12M
|
21.1K
$1.33M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 2.34% |
$925K - $1.11M
|
918K
$58.1M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.1KNew |
$888K - $1.06M
|
20.1K
$1.27M
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
18.4K+ 12.05% |
$811K - $973K
|
171K
$10.8M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.3K+ 270.34% |
$810K - $972K
|
25.1K
$1.59M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
17.8K+ 20738.37% |
$788K - $945K
|
17.9K
$1.13M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 0.64% |
$739K - $886K
|
2.61M
$165M
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
15.2KNew |
$670K - $803K
|
15.2K
$959K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.7K+ 6.45% |
$649K - $779K
|
242K
$15.3M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5K+ 18.98% |
$639K - $767K
|
90.7K
$5.74M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 2.24% |
$518K - $622K
|
535K
$33.8M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 2.19% |
$465K - $558K
|
491K
$31.1M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.7K+ 32.8% |
$429K - $514K
|
39.3K
$2.49M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.48KNew |
$419K - $502K
|
9.48K
$600K
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
8.6KNew |
$380K - $456K
|
8.6K
$544K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.42K+ 8.54% |
$372K - $446K
|
107K
$6.77M
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.17KNew |
$361K - $433K
|
8.17K
$517K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.02K+ 53.29% |
$310K - $372K
|
20.2K
$1.28M
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.97K+ 7.82% |
$308K - $369K
|
96.1K
$6.08M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.68KNew |
$295K - $354K
|
6.68K
$423K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.49K+ 0.77% |
$243K - $291K
|
714K
$45.2M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.35K+ 23.61% |
$236K - $283K
|
28K
$1.77M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.67K+ 32.92% |
$206K - $248K
|
18.9K
$1.19M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.64KNew |
$205K - $246K
|
4.64K
$294K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.47KNew |
$197K - $237K
|
4.47K
$283K
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.19KNew |
$185K - $222K
|
4.19K
$265K
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
4.05KNew |
$179K - $215K
|
4.05K
$256K
|