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 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
30+ 0.67% |
$1.33K - $1.59K
|
4.5K
$284K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25+ 3.02% |
$1.1K - $1.32K
|
852
$53.9K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.46% |
$1.06K - $1.27K
|
5.24K
$331K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
21+ 0.14% |
$928 - $1.11K
|
15.4K
$977K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11New |
$486 - $583
|
11
$696
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 0.07% |
$265 - $318
|
8.03K
$508K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$88.4 - $106
|
2
$127
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.02% |
$44.2 - $53
|
5.68K
$359K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-11- 0.03% |
$486 - $583
|
41.1K
$2.6M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-20- 0.45% |
$884 - $1.06K
|
4.42K
$280K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-25- 4.62% |
$1.1K - $1.32K
|
516
$32.7K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-25- 0.23% |
$1.1K - $1.32K
|
10.8K
$682K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28- 0.8% |
$1.24K - $1.48K
|
3.48K
$220K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-60- 4.16% |
$2.65K - $3.18K
|
1.38K
$87.5K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-76- 7.3% |
$3.36K - $4.03K
|
965
$61.1K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100- 0.93% |
$4.42K - $5.3K
|
10.7K
$674K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-113- 0.49% |
$4.99K - $5.99K
|
23K
$1.45M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-116- 1.07% |
$5.12K - $6.15K
|
10.7K
$679K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-191- 1.68% |
$8.44K - $10.1K
|
11.2K
$706K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-207- 3.36% |
$9.15K - $11K
|
5.96K
$377K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-211- 99.53% |
$9.32K - $11.2K
|
1
$63.3
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-240- 22.54% |
$10.6K - $12.7K
|
825
$52.2K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-269- 4.4% |
$11.9K - $14.3K
|
5.84K
$370K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-305- 10.73% |
$13.5K - $16.2K
|
2.54K
$161K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-356- 8.92% |
$15.7K - $18.9K
|
3.63K
$230K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-394- 0.66% |
$17.4K - $20.9K
|
59.6K
$3.77M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-396- 10.73% |
$17.5K - $21K
|
3.3K
$209K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-429- 5.39% |
$19K - $22.7K
|
7.53K
$477K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-454- 0.97% |
$20.1K - $24.1K
|
46.3K
$2.93M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-470- 4.11% |
$20.8K - $24.9K
|
11K
$694K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-484- 8.42% |
$21.4K - $25.6K
|
5.27K
$333K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-484- 4.89% |
$21.4K - $25.6K
|
9.41K
$595K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-489- 3.17% |
$21.6K - $25.9K
|
14.9K
$944K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-506- 1.46% |
$22.4K - $26.8K
|
34.1K
$2.16M
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-515- 1.59% |
$22.8K - $27.3K
|
31.8K
$2.01M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-727- 14.27% |
$32.1K - $38.5K
|
4.37K
$276K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-808- 6.18% |
$35.7K - $42.8K
|
12.3K
$777K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-948- 8.56% |
$41.9K - $50.2K
|
10.1K
$641K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-974- 0.79% |
$43K - $51.6K
|
122K
$7.72M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1K- 1.19% |
$44.2K - $53K
|
83.4K
$5.28M
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.26K- 11.11% |
$55.7K - $66.8K
|
10.1K
$638K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.27K- 24.12% |
$56K - $67.2K
|
3.99K
$252K
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.43K- 0.65% |
$63K - $75.5K
|
218K
$13.8M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.52K- 14.92% |
$66.9K - $80.3K
|
8.64K
$547K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.89K- 16.17% |
$83.5K - $100K
|
9.8K
$620K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.15K- 2.64% |
$95.2K - $114K
|
79.3K
$5.02M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.2K- 27.05% |
$97.2K - $117K
|
5.93K
$375K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.36K- 0.5% |
$104K - $125K
|
470K
$29.7M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.39K- 10.38% |
$106K - $127K
|
20.7K
$1.31M
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.69K- 2.7% |
$119K - $143K
|
97.1K
$6.15M
|