Mutual Advisors, LLC John Hancock Multifactor Mid C Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	SELL	$51.1 - $57.38 $360,817 - $405,160	-7,061 Reduced 31.25%	15,532 $891,000
Q4 2023 Jan 12, 2024	SELL	$44.18 - $52.99 $271,883 - $326,100	-6,154 Reduced 21.41%	22,593 $1.19 Million
Q3 2023 Nov 13, 2023	BUY	$46.89 - $51.44 $464,961 - $510,079	9,916 Added 52.66%	28,747 $1.36 Million
Q2 2023 Jul 31, 2023	SELL	$45.9 - $49.69 $492,461 - $533,124	-10,729 Reduced 36.3%	18,831 $935,000
Q1 2023 Apr 11, 2023	SELL	$45.23 - $51.69 $682,158 - $779,588	-15,082 Reduced 33.78%	29,560 $1.42 Million
Q4 2022 Jan 12, 2023	BUY	$42.94 - $49.41 $286,495 - $329,663	6,672 Added 17.57%	44,642 $0
Q3 2022 Nov 03, 2022	BUY	$42.6 - $50.76 $154,382 - $183,954	3,624 Added 10.55%	37,970 $1.62 Million
Q2 2022 Aug 15, 2022	BUY	$42.94 - $52.79 $138,009 - $169,667	3,214 Added 10.32%	34,346 $1.52 Million
Q1 2022 May 09, 2022	SELL	$49.18 - $55.7 $1.03 Million - $1.16 Million	-20,873 Reduced 40.14%	31,132 $1.64 Million
Q4 2021 Feb 14, 2022	SELL	$51.88 - $56.63 $120,517 - $131,551	-2,323 Reduced 4.28%	52,005 $2.89 Million
Q3 2021 Nov 15, 2021	SELL	$50.04 - $54.37 $7.51 Million - $8.16 Million	-150,055 Reduced 73.42%	54,328 $2.81 Million
Q2 2021 Aug 12, 2021	BUY	$49.78 - $52.22 $643,107 - $674,630	12,919 Added 6.75%	204,383 $10.6 Million
Q1 2021 May 13, 2021	BUY	$44.28 - $49.78 $8.48 Million - $9.53 Million	191,464 New	191,464 $9.41 Million

Others Institutions Holding JHMM

# of Institutions

237

Shares Held

46.6M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.34M
Shares

$317 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

4.56M
Shares

$271 Million
0.13% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

3.62M
Shares

$215 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

3.18M
Shares

$189 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.76M
Shares

$164 Million
0.01% of portfolio

About JOHN HANCOCK MULTIFACTOR MID C

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