Purchases and Sales Made in Q4 2024 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-233- 4.83% |
$13.9K - $15.1K
|
4.59K
$287K
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-246- 0.41% |
$14.7K - $15.9K
|
60K
$3.75M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-592- 10.2% |
$35.3K - $38.4K
|
5.21K
$325K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-609- 1.81% |
$36.3K - $39.5K
|
33K
$2.06M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-659- 7.68% |
$39.3K - $42.7K
|
7.92K
$495K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-840- 39.25% |
$50.1K - $54.4K
|
1.3K
$81.1K
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.17% |
$77.6K - $84.4K
|
110K
$6.88M
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.72K- 0.87% |
$103K - $112K
|
197K
$12.3M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.07K- 5.51% |
$124K - $134K
|
35.5K
$2.22M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.15K- 5.25% |
$128K - $140K
|
38.9K
$2.43M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.58K- 17.67% |
$154K - $167K
|
12K
$751K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.74K- 1.87% |
$342K - $372K
|
301K
$18.8M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.68K- 14.96% |
$398K - $433K
|
38K
$2.37M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.96K- 1.84% |
$415K - $451K
|
372K
$23.2M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9.11K- 1.52% |
$543K - $590K
|
590K
$36.8M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.2K- 9.04% |
$844K - $918K
|
143K
$8.89M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 3.68% |
$1.28M - $1.39M
|
560K
$35M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.5K- 32.47% |
$1.82M - $1.98M
|
63.5K
$3.96M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-37.4K- 25.86% |
$2.23M - $2.43M
|
107K
$6.7M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-83.2K- 72.66% |
$4.96M - $5.39M
|
31.3K
$1.95M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.13M- 98.33% |
$67.2M - $73M
|
19.1K
$1.19M
|