Epic Trust Investment Advisors, LLC John Hancock Multifactor Mid C Transaction History

Epic Trust Investment Advisors, LLC

$84.7 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$51.1 - $57.38 $228,825 - $256,947	-4,478 Reduced 43.49%	5,819 $333,000
Q4 2023 Feb 05, 2024	SELL	$44.18 - $52.99 $274,976 - $329,809	-6,224 Reduced 37.67%	10,297 $542,000
Q3 2023 Oct 16, 2023	SELL	$46.89 - $51.44 $18,146 - $19,907	-387 Reduced 2.29%	16,521 $781,000
Q2 2023 Jul 24, 2023	SELL	$45.9 - $49.69 $50,260 - $54,410	-1,095 Reduced 6.08%	16,908 $840,000
Q1 2023 May 09, 2023	SELL	$45.23 - $51.69 $29,987 - $34,270	-663 Reduced 3.55%	18,003 $861,000
Q4 2022 Feb 14, 2023	SELL	$42.94 - $49.41 $106,190 - $122,190	-2,473 Reduced 11.7%	18,666 $869,000
Q3 2022 Nov 07, 2022	SELL	$42.6 - $50.76 $154,936 - $184,614	-3,637 Reduced 14.68%	21,139 $901,000
Q2 2022 Aug 05, 2022	BUY	$42.94 - $52.79 $1.06 Million - $1.31 Million	24,776 New	24,776 $1.1 Million

Others Institutions Holding JHMM

# of Institutions

235

Shares Held

46.6M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.34M
Shares

$338 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

4.56M
Shares

$289 Million
0.13% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

3.62M
Shares

$229 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

3.18M
Shares

$201 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$175 Million
0.01% of portfolio

About JOHN HANCOCK MULTIFACTOR MID C

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