Latest Institutional Transactions on John Hancock Multifactor Large (JHML)
This table provides information on the latest institutional transactions involving John Hancock Multifactor Large (JHML) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-316- 80.82% |
$21.7K - $23.2K
|
75
$5.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
15+ 0.19% |
$1.03K - $1.1K
|
7.93K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-927- 3.27% |
$63.8K - $68.1K
|
27.5K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.96KNew |
$204K - $218K
|
2.96K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.21K- 19.68% |
$83K - $88.6K
|
4.93K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.78K- 7.37% |
$123K - $131K
|
22.4K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
43.4K+ 10.23% |
$2.99M - $3.19M
|
468K
$33.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23+ 0.7% |
$1.58K - $1.69K
|
3.33K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
40.6KNew |
$2.8M - $2.98M
|
40.6K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-504- 2.53% |
$34.7K - $37K
|
19.4K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
49+ 0.33% |
$3.37K - $3.6K
|
14.7K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.02K+ 5.13% |
$208K - $222K
|
61.8K
$4.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-556- 1.22% |
$38.2K - $40.8K
|
44.9K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-22.5K- 1.32% |
$1.55M - $1.65M
|
1.69M
$122M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$68.8 - $73.4
|
22K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.76K- 12.08% |
$121K - $129K
|
12.8K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-2.94K- 0.88% |
$202K - $216K
|
333K
$24M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19.5K+ 44.06% |
$1.34M - $1.43M
|
63.7K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-86- 1.61% |
$5.92K - $6.32K
|
5.25K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
162+ 1.44% |
$11.1K - $11.9K
|
11.4K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-7.07K- 5.8% |
$486K - $519K
|
115K
$8.29M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.4M- 99.37% |
$234M - $250M
|
21.5K
$1.55M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.06K+ 57.73% |
$192K - $213K
|
8.37K
$604K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.79K- 30.45% |
$237K - $263K
|
8.65K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 16.23% |
$183K - $203K
|
15.1K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.74K- 37.86% |
$547K - $607K
|
14.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.7KNew |
$1.17M - $1.3M
|
18.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 16.76% |
$66.4K - $73.6K
|
5.27K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.89K- 4.71% |
$118K - $131K
|
38.2K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4.74K+ 1.52% |
$297K - $329K
|
316K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-381- 11.45% |
$23.9K - $26.5K
|
2.95K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 8.69% |
$157K - $174K
|
31.3K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.53K+ 28.93% |
$159K - $176K
|
11.3K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.22K- 73.18% |
$139K - $154K
|
812
$58.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.2K- 7.39% |
$388K - $430K
|
77.6K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1K+ 261.99% |
$881K - $977K
|
19.4K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.32K+ 16.53% |
$82.9K - $91.9K
|
9.33K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-170K- 28.2% |
$10.7M - $11.8M
|
433K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 6.54% |
$1.62M - $1.79M
|
420K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.07KNew |
$318K - $352K
|
5.07K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8- 0.25% |
$501 - $556
|
3.24K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
163K+ 14.6% |
$10.2M - $11.3M
|
1.28M
$92.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
993+ 2.85% |
$62.2K - $69K
|
35.8K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.48K+ 0.66% |
$343K - $380K
|
832K
$60M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.76K- 8.38% |
$173K - $191K
|
30.1K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.94K- 2.25% |
$372K - $412K
|
258K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 19.16% |
$174K - $192K
|
17.2K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.44K- 19.62% |
$403K - $447K
|
26.4K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.18K- 3.34% |
$137K - $152K
|
63.2K
$4.56M
|
|