Purchases and Sales Made in Q1 2024 in John Hancock Hedged Equity & Income Fund (HEQ)
This table provides information about the institutional ownership of John Hancock Hedged Equity & Income Fund (HEQ) during Q1 2024. The information is specifically focused on institutions that hold shares of John Hancock Hedged Equity & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
100KNew |
$999K - $1.05M
|
100K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
62.3KNew |
$621K - $653K
|
62.3K
$640K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
38.6KNew |
$385K - $405K
|
38.6K
$397K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.4K+ 9.29% |
$363K - $381K
|
428K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.8K+ 46.57% |
$357K - $375K
|
113K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
29.4K+ 29.04% |
$293K - $308K
|
131K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 11.09% |
$266K - $279K
|
267K
$2.74M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 28.13% |
$172K - $181K
|
78.5K
$807K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.2KNew |
$122K - $128K
|
12.2K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.72K+ 20.12% |
$67.1K - $70.5K
|
40.1K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.52K+ 9.55% |
$45.1K - $47.5K
|
51.9K
$533K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 1.09% |
$14.7K - $15.4K
|
137K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
140+ 0.82% |
$1.4K - $1.47K
|
17.1K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
85+ 2.39% |
$848 - $892
|
3.64K
$37.4K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
79+ 0.22% |
$788 - $829
|
35.3K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-82- 2.0% |
$818 - $860
|
4.02K
$41.3K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.32K- 1.13% |
$13.2K - $13.8K
|
115K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-1.8K- 13.56% |
$18K - $18.9K
|
11.5K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.42K- 3.22% |
$24.1K - $25.4K
|
72.8K
$747K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.57K- 5.43% |
$25.7K - $27K
|
44.8K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.41K- 1.96% |
$54K - $56.8K
|
271K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.34K- 8.37% |
$63.2K - $66.5K
|
69.3K
$712K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.64K- 16.58% |
$66.3K - $69.7K
|
33.4K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.1K- 22.17% |
$100K - $106K
|
35.3K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.8K- 21.09% |
$198K - $208K
|
74.1K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 24.35% |
$203K - $213K
|
63.1K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-22.1K- 9.93% |
$221K - $232K
|
200K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.9K- 48.37% |
$278K - $293K
|
29.8K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-55.9K- 34.78% |
$558K - $586K
|
105K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.7K- 13.31% |
$656K - $689K
|
428K
$4.39M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.7K- 13.31% |
$656K - $689K
|
428K
$4.39M
|