Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
61.7K+ 229.09% |
$628K - $657K
|
88.6K
$941K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
43.2K+ 42.96% |
$440K - $460K
|
144K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.3K+ 114.81% |
$237K - $248K
|
43.6K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.9K+ 19.2% |
$162K - $169K
|
98.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
12.7KNew |
$129K - $135K
|
12.7K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 22.02% |
$110K - $115K
|
60.1K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.5K+ 25.15% |
$107K - $112K
|
52.1K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.7K+ 17.59% |
$88.6K - $92.7K
|
58.2K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.56K+ 24.75% |
$87.1K - $91.1K
|
43.1K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.1K+ 18.64% |
$41.7K - $43.6K
|
26.1K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.36K+ 1.32% |
$34.2K - $35.7K
|
258K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.13K+ 14.32% |
$21.7K - $22.7K
|
17K
$180K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
153+ 0.88% |
$1.56K - $1.63K
|
17.5K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
93+ 2.38% |
$947 - $990
|
4K
$42.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-375- 0.24% |
$3.82K - $3.99K
|
154K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-450- 1.95% |
$4.58K - $4.79K
|
22.6K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-764- 1.62% |
$7.78K - $8.14K
|
46.5K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.3K- 0.99% |
$13.2K - $13.8K
|
131K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.12K- 9.61% |
$31.8K - $33.3K
|
29.4K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.63K- 24.91% |
$47.1K - $49.3K
|
13.9K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.63K- 6.68% |
$47.1K - $49.3K
|
64.7K
$688K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.75K- 1.9% |
$48.3K - $50.6K
|
245K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.98K- 3.58% |
$50.6K - $53K
|
134K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.43K- 1.26% |
$55.3K - $57.9K
|
424K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.3K- 43.28% |
$207K - $216K
|
26.6K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25.2K- 20.06% |
$257K - $269K
|
101K
$1.07M
|