Avantax Advisory Services, Inc. John Hancock Multifactor Mid C Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in John Hancock Multifactor Mid C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 579,175 shares of JHMM stock, worth $37.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

579,175

Previous 591,762 2.13%

Holding current value

$37.7 Million

Previous $33.9 Million 4.42%

% of portfolio

0.2%

Previous 0.21%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$50.32 - $61.13 $633,377 - $769,443	-12,587 Reduced 2.13%	579,175 $35.4 Million
Q1 2025 May 06, 2025	BUY	$55.69 - $63.12 $366,885 - $415,834	6,588 Added 1.13%	591,762 $33.9 Million
Q4 2024 Feb 07, 2025	SELL	$59.61 - $64.8 $150,396 - $163,490	-2,523 Reduced 0.43%	585,174 $35 Million
Q3 2024 Nov 13, 2024	BUY	$54.25 - $60.2 $536,749 - $595,618	9,894 Added 1.71%	587,697 $35.4 Million
Q2 2024 Aug 09, 2024	BUY	$53.47 - $57.04 $591,324 - $630,805	11,059 Added 1.95%	577,803 $31.8 Million
Q1 2024 May 08, 2024	BUY	$51.1 - $57.38 $320,652 - $360,059	6,275 Added 1.12%	566,744 $32.5 Million
Q4 2023 Feb 07, 2024	BUY	$44.18 - $52.99 $1.03 Million - $1.24 Million	23,356 Added 4.35%	560,469 $29.5 Million
Q3 2023 Nov 07, 2023	BUY	$46.89 - $51.44 $605,256 - $663,987	12,908 Added 2.46%	537,113 $25.4 Million
Q2 2023 Aug 11, 2023	SELL	$45.9 - $49.69 $851,766 - $922,097	-18,557 Reduced 3.42%	524,205 $26 Million
Q1 2023 Apr 28, 2023	SELL	$45.23 - $51.69 $552,303 - $631,186	-12,211 Reduced 2.2%	542,762 $26 Million
Q4 2022 Feb 13, 2023	BUY	$42.94 - $49.41 $1.31 Million - $1.51 Million	30,618 Added 5.84%	554,973 $25.8 Million
Q3 2022 Nov 01, 2022	BUY	$42.6 - $50.76 $2.07 Million - $2.47 Million	48,656 Added 10.23%	524,355 $22.3 Million
Q2 2022 Aug 02, 2022	BUY	$42.94 - $52.79 $675,317 - $830,228	15,727 Added 3.42%	475,699 $21 Million
Q1 2022 Apr 27, 2022	BUY	$49.18 - $55.7 $1.11 Million - $1.26 Million	22,669 Added 5.18%	459,972 $24.2 Million
Q4 2021 Jan 24, 2022	BUY	$51.88 - $56.63 $2.52 Million - $2.75 Million	48,495 Added 12.47%	437,303 $24.3 Million
Q3 2021 Oct 21, 2021	BUY	$50.04 - $54.37 $2.27 Million - $2.46 Million	45,275 Added 13.18%	388,808 $20.1 Million
Q2 2021 Jul 29, 2021	BUY	$49.78 - $52.22 $1.73 Million - $1.81 Million	34,747 Added 11.25%	343,533 $17.8 Million
Q1 2021 May 13, 2021	BUY	$44.28 - $49.78 $3.54 Million - $3.98 Million	79,997 Added 34.97%	308,786 $15.2 Million
Q4 2020 Jan 22, 2021	SELL	$37.91 - $45.09 $2.77 Million - $3.29 Million	-72,955 Reduced 24.18%	228,789 $10.3 Million
Q3 2020 Oct 14, 2020	BUY	$34.9 - $39.39 $2.64 Million - $2.98 Million	75,593 Added 33.43%	301,744 $11.3 Million
Q2 2020 Aug 06, 2020	BUY	$26.61 - $37.99 $18,174 - $25,947	683 Added 0.3%	226,151 $7.94 Million
Q1 2020 Apr 30, 2020	BUY	$24.0 - $40.48 $509,472 - $859,309	21,228 Added 10.39%	225,468 $6.4 Million
Q4 2019 Feb 14, 2020	BUY	$35.48 - $39.38 $1.27 Million - $1.41 Million	35,681 Added 21.17%	204,240 $8.01 Million
Q3 2019 Nov 08, 2019	BUY	$34.95 - $37.48 $1.56 Million - $1.67 Million	44,620 Added 36.0%	168,559 $6.21 Million
Q2 2019 Aug 06, 2019	BUY	$34.19 - $36.7 $987,475 - $1.06 Million	28,882 Added 30.38%	123,939 $4.52 Million
Q1 2019 May 13, 2019	BUY	$29.79 - $35.33 $1.2 Million - $1.43 Million	40,359 Added 73.79%	95,057 $3.34 Million
Q4 2018 Feb 13, 2019	BUY	$28.59 - $36.38 $1.56 Million - $1.99 Million	54,698 New	54,698 $1.67 Million

Others Institutions Holding JHMM

# of Institutions

271

Shares Held

48.6M

Call Options Held

Put Options Held

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About JOHN HANCOCK MULTIFACTOR MID C

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Avantax Advisory Services, Inc. John Hancock Multifactor Mid C Transaction History