Latest Institutional Transactions on John Hancock Multifactor Mid C (JHMM)
This table provides information on the latest institutional transactions involving John Hancock Multifactor Mid C (JHMM) 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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.51K- 2.24% |
$140K - $159K
|
110K
$6.14M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6K+ 32.83% |
$644K - $730K
|
46.8K
$2.62M
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
8.13KNew |
$453K - $513K
|
8.13K
$456K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.96K+ 4.75% |
$109K - $124K
|
43.2K
$2.42M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.23K+ 154.61% |
$458K - $520K
|
13.6K
$760K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-342K- 7.48% |
$19M - $21.6M
|
4.22M
$237M
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100+ 2.92% |
$5.57K - $6.31K
|
3.53K
$198K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-6- 0.21% |
$334 - $379
|
2.9K
$162K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-62.8K- 73.71% |
$3.5M - $3.96M
|
22.4K
$1.25M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.02K+ 32.99% |
$113K - $128K
|
8.16K
$457K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.04K+ 4.26% |
$57.8K - $65.5K
|
25.4K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-125K- 17.59% |
$6.96M - $7.89M
|
586K
$32.8M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
166K+ 23.97% |
$9.26M - $10.5M
|
860K
$48.2M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.59K+ 1.13% |
$367K - $416K
|
592K
$33.2M
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-1.02K- 1.08% |
$56.7K - $64.3K
|
93.4K
$5.23M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.7K+ 3.56% |
$2.16M - $2.45M
|
1.13M
$63.1M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.68K+ 6.74% |
$261K - $295K
|
74.1K
$4.15M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.12K+ 6.27% |
$285K - $323K
|
86.7K
$4.86M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 4.77% |
$1.28K - $1.45K
|
505
$28.3K
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.82K- 5.62% |
$213K - $241K
|
64.1K
$3.59M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-10.9K- 10.48% |
$610K - $691K
|
93.5K
$5.24M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
110K+ 64.39% |
$6.12M - $6.94M
|
281K
$15.7M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.4K+ 75.92% |
$801K - $908K
|
33.3K
$1.87M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-150K- 74.5% |
$8.34M - $9.45M
|
51.3K
$2.87M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-641- 7.84% |
$35.7K - $40.5K
|
7.53K
$422K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
121New |
$6.74K - $7.64K
|
121
$6.78K
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.39K+ 3.61% |
$245K - $277K
|
126K
$7.07M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.4K+ 12.39% |
$1.36M - $1.54M
|
221K
$12.4M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
65+ 0.23% |
$3.62K - $4.1K
|
28.6K
$1.6M
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.88K- 16.89% |
$105K - $119K
|
9.27K
$519K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-248- 3.13% |
$13.8K - $15.7K
|
7.68K
$430K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.43K- 26.05% |
$135K - $153K
|
6.9K
$386K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.73K+ 16.83% |
$208K - $236K
|
25.9K
$1.45M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
46.7K+ 15.83% |
$2.6M - $2.95M
|
342K
$19.2M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.3K+ 5.86% |
$1.91M - $2.16M
|
620K
$34.7M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-5.17K- 3.77% |
$288K - $326K
|
132K
$7.38M
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-513- 2.68% |
$28.6K - $32.4K
|
18.6K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
27.6K+ 5.98% |
$1.54M - $1.74M
|
489K
$27.4M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
311+ 1.05% |
$17.3K - $19.6K
|
29.8K
$1.67M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
511+ 1.41% |
$28.5K - $32.3K
|
36.6K
$2.05M
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-2.97K- 23.05% |
$166K - $188K
|
9.93K
$556K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
540+ 14.04% |
$30.1K - $34.1K
|
4.39K
$246K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
67+ 1.16% |
$3.73K - $4.23K
|
5.83K
$327K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
708+ 3.7% |
$39.4K - $44.7K
|
19.8K
$1.11M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-66.3K- 66.01% |
$3.69M - $4.18M
|
34.1K
$1.91M
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10.7K- 18.44% |
$594K - $674K
|
47.2K
$2.65M
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.91K+ 8.27% |
$106K - $120K
|
24.9K
$1.4M
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
21.4K+ 3.63% |
$1.19M - $1.35M
|
611K
$34.3M
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.66K+ 23.91% |
$482K - $546K
|
44.9K
$2.51M
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
123KNew |
$6.83M - $7.74M
|
123K
$6.87M
|