Patriot Financial Group Insurance Agency, LLC John Hancock Multifactor Large Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	BUY	$52.43 - $59.7 $4,089 - $4,656	78 New	78 $4,000
Q2 2021 Jul 30, 2021	SELL	$51.36 - $54.43 $44,169 - $46,809	-860 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$46.66 - $50.89 $40,127 - $43,765	860 New	860 $44,000

Others Institutions Holding JHML

# of Institutions

103

Shares Held

10.3M

Call Options Held

Put Options Held

Grimes & Company, Inc.

1.69M
Shares

$117 Million
3.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.12M
Shares

$77.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

993K
Shares

$68.5 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

826K
Shares

$57 Million
0.01% of portfolio
Envestnet Asset Management Inc

732K
Shares

$50.5 Million
0.02% of portfolio

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