Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
32.6KNew |
$308K - $349K
|
32.6K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.1K+ 11.66% |
$284K - $323K
|
288K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.4K+ 41.99% |
$231K - $262K
|
82.6K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
18.7K+ 8.84% |
$177K - $201K
|
231K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14K+ 21.59% |
$132K - $150K
|
78.7K
$835K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.17K+ 2.43% |
$30K - $34K
|
134K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.15K+ 7.29% |
$29.7K - $33.7K
|
46.3K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.57K+ 4.93% |
$24.3K - $27.6K
|
54.7K
$580K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.91K+ 11.23% |
$18K - $20.5K
|
18.9K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 0.98% |
$14.1K - $16K
|
155K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.24K+ 0.83% |
$11.7K - $13.3K
|
150K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
470New |
$4.44K - $5.04K
|
470
$4.99K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
94+ 2.35% |
$888 - $1.01K
|
4.09K
$43.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-122- 0.47% |
$1.15K - $1.31K
|
26K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-730- 0.74% |
$6.9K - $7.83K
|
97.9K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-948- 1.45% |
$8.96K - $10.2K
|
64.4K
$684K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-961- 5.49% |
$9.08K - $10.3K
|
16.5K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.33K- 4.97% |
$12.5K - $14.2K
|
25.3K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.05K- 4.41% |
$19.4K - $22K
|
44.5K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.67K- 4.44% |
$25.2K - $28.6K
|
57.4K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.39K- 11.53% |
$32K - $36.3K
|
26K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-8.3K- 5.78% |
$78.4K - $89K
|
135K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.43K- 19.34% |
$79.7K - $90.4K
|
35.2K
$373K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.45K- 1.99% |
$79.8K - $90.5K
|
416K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-10.2K- 7.61% |
$96.4K - $109K
|
124K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-19.9K- 8.12% |
$188K - $213K
|
225K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-22K- 24.89% |
$208K - $236K
|
66.5K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-43.6K- 43.33% |
$412K - $467K
|
57K
$605K
|