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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
5.22KNew |
$245K - $268K
|
5.22K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.26KNew |
$293K - $322K
|
6.26K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.26K+ 1.77% |
$387K - $425K
|
473K
$28.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5.18KNew |
$243K - $266K
|
5.18K
$308K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20- 0.11% |
$938 - $1.03K
|
18K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 12.9% |
$563 - $617
|
81
$4.81K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
225New |
$10.6K - $11.6K
|
225
$13.4K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-772- 1.03% |
$36.2K - $39.7K
|
74.5K
$4.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
68New |
$3.19K - $3.5K
|
68
$4.04K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
26.4KNew |
$1.24M - $1.36M
|
26.4K
$1.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-38- 17.35% |
$1.78K - $1.95K
|
181
$10.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 0.03% |
$610 - $669
|
37.4K
$2.22M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 14.96% |
$130K - $141K
|
16.1K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 3.66% |
$872 - $944
|
500
$29.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11KNew |
$505K - $547K
|
11K
$654K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.88KNew |
$270K - $292K
|
5.88K
$350K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.12K- 19.74% |
$51.5K - $55.7K
|
4.56K
$271K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
10.5KNew |
$484K - $523K
|
10.5K
$626K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.63K- 7.3% |
$74.6K - $80.7K
|
20.6K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
350New |
$16.1K - $17.4K
|
350
$20.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$184 - $199
|
4
$238
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
101New |
$4.64K - $5.02K
|
101
$6K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
41.6KNew |
$1.91M - $2.07M
|
41.6K
$2.47M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-115- 50.44% |
$5.2K - $5.94K
|
113
$6.72K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
72New |
$3.26K - $3.72K
|
72
$4.28K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
215New |
$9.72K - $11.1K
|
215
$12.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49New |
$2.22K - $2.53K
|
49
$2.91K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
218+ 3.89% |
$9.86K - $11.3K
|
5.82K
$346K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
72New |
$3.26K - $3.72K
|
72
$4.28K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
47.6K+ 117.27% |
$2.15M - $2.46M
|
88.2K
$5.24M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
7KNew |
$317K - $362K
|
7K
$416K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
492New |
$22.3K - $25.4K
|
492
$29.2K
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-192Closed |
$8.24K - $9.49K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.94KClosed |
$427K - $491K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23KClosed |
$990K - $1.14M
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
44New |
$1.89K - $2.17K
|
44
$2.62K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
506New |
$21.7K - $25K
|
506
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.6K- 33.23% |
$543K - $624K
|
25.4K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.27KNew |
$312K - $359K
|
7.27K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
65+ 0.58% |
$2.79K - $3.21K
|
11.3K
$671K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.79KNew |
$206K - $237K
|
4.79K
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.6K+ 27.37% |
$112K - $128K
|
12.1K
$719K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.53K+ 21.2% |
$65.8K - $75.7K
|
8.76K
$521K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.41K- 7.69% |
$60.4K - $69.5K
|
16.9K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
310New |
$13.3K - $15.3K
|
310
$18.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-48- 0.33% |
$2.06K - $2.37K
|
14.3K
$853K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$562K - $647K
|
13.1K
$778K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-272Closed |
$11.7K - $13.4K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.85KNew |
$79.4K - $91.4K
|
1.85K
$110K
|
|