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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
101KNew |
$6.33M - $7.02M
|
101K
$7.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
690New |
$43.2K - $47.9K
|
690
$50K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-866- 2.98% |
$54.2K - $60.1K
|
28.2K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.01% |
$62.6 - $69.4
|
6.93K
$502K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-103- 1.68% |
$6.45K - $7.15K
|
6.04K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.62K+ 6.56% |
$227K - $251K
|
58.8K
$4.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-105- 0.43% |
$6.58K - $7.29K
|
24.2K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.63K- 39.12% |
$227K - $252K
|
5.65K
$409K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 1.79% |
$313 - $347
|
275
$19.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-961- 9.5% |
$60.2K - $66.7K
|
9.16K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.45K+ 8.8% |
$90.5K - $100K
|
17.9K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.55K- 9.61% |
$96.9K - $107K
|
14.5K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.98K+ 1.12% |
$249K - $276K
|
360K
$26.1M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4M+ 15881.6% |
$213M - $236M
|
3.42M
$248M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
16.2K+ 0.96% |
$1.01M - $1.12M
|
1.71M
$124M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.16K- 3.66% |
$135K - $150K
|
56.9K
$4.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
183+ 0.13% |
$11.5K - $12.7K
|
142K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 0.27% |
$79.8K - $88.5K
|
473K
$34.3M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
154New |
$9.64K - $10.7K
|
154
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-62- 0.59% |
$3.88K - $4.31K
|
10.5K
$762K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.31K- 5.73% |
$145K - $161K
|
38.1K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.22K- 9.77% |
$76.4K - $84.7K
|
11.3K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.77K+ 9.32% |
$236K - $262K
|
44.2K
$3.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-1.74K- 0.52% |
$109K - $121K
|
336K
$24.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15- 0.28% |
$939 - $1.04K
|
5.33K
$386K
|
|
| Q2 2024 | |||||||
|
Oct 07, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
13.6KNew |
$831K - $891K
|
13.6K
$985K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6- 2.91% |
$367 - $393
|
200
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.57KNew |
$340K - $365K
|
5.57K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.5K- 53.49% |
$645K - $691K
|
9.17K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$428 - $459
|
9.97K
$722K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
46.1KNew |
$2.82M - $3.03M
|
46.1K
$3.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
316+ 421.33% |
$19.3K - $20.7K
|
391
$28.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-723- 3.18% |
$44.2K - $47.4K
|
22K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
329New |
$20.1K - $21.6K
|
329
$23.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.52% |
$61.2 - $65.6
|
192
$13.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.09K+ 119.7% |
$311K - $334K
|
9.34K
$676K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1.42KNew |
$86.8K - $93.1K
|
1.42K
$103K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.56K+ 22.11% |
$148K - $166K
|
14.1K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
523+ 9.65% |
$30.3K - $33.9K
|
5.95K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-329- 5.09% |
$19K - $21.3K
|
6.13K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.64KNew |
$153K - $171K
|
2.64K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
720New |
$41.6K - $46.6K
|
720
$52.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-345- 5.84% |
$20K - $22.3K
|
5.56K
$403K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-724- 62.96% |
$41.9K - $46.9K
|
426
$30.9K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180New |
$9.12K - $10.6K
|
180
$13K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1K+ 4.04% |
$50.7K - $59.2K
|
25.8K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
298New |
$15.1K - $17.6K
|
298
$21.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$294K
|
|