Purchases and Sales Made in Q2 2023 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q2 2023. The information is specifically focused on institutions that hold shares of JOHN HANCOCK MULTIFACTOR MID C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.3KNew |
$197K - $214K
|
4.3K
$259K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
4.3K+ 62.72% |
$197K - $213K
|
11.1K
$671K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.71K+ 28.45% |
$170K - $184K
|
16.8K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.99K+ 3.57% |
$137K - $149K
|
86.8K
$5.22M
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.94K+ 1.34% |
$135K - $146K
|
223K
$13.4M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.67K+ 14.24% |
$123K - $133K
|
21.4K
$1.29M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92K+ 36.84% |
$87.9K - $95.2K
|
7.12K
$428K
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.85K+ 1.25% |
$85K - $92K
|
149K
$8.99M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 4.54% |
$78.6K - $85.1K
|
39.4K
$2.37M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.39K+ 3.85% |
$63.7K - $68.9K
|
37.4K
$2.25M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.2K+ 11.42% |
$54.9K - $59.5K
|
11.7K
$703K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.17K+ 23.9% |
$53.5K - $57.9K
|
6.04K
$363K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.14K+ 21.4% |
$52.4K - $56.7K
|
6.48K
$390K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1K+ 7.52% |
$45.9K - $49.7K
|
14.3K
$862K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
930+ 4.24% |
$42.7K - $46.2K
|
22.8K
$1.38M
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
846+ 12.05% |
$38.8K - $42K
|
7.87K
$474K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
827New |
$38K - $41.1K
|
827
$49.8K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
775+ 2.95% |
$35.6K - $38.5K
|
27K
$1.63M
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
730+ 0.98% |
$33.5K - $36.3K
|
75.3K
$4.53M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
654+ 3.72% |
$30K - $32.5K
|
18.2K
$1.1M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
648+ 0.7% |
$29.7K - $32.2K
|
93.8K
$5.65M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
575+ 4.9% |
$26.4K - $28.6K
|
12.3K
$740K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
522+ 0.2% |
$24K - $25.9K
|
266K
$16M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
509+ 9.71% |
$23.4K - $25.3K
|
5.75K
$346K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
477+ 3.62% |
$21.9K - $23.7K
|
13.7K
$822K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
364+ 50.91% |
$16.7K - $18.1K
|
1.08K
$64.9K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
350New |
$16.1K - $17.4K
|
350
$21.1K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
324+ 0.9% |
$14.9K - $16.1K
|
36.5K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
302New |
$13.9K - $15K
|
302
$18.2K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
275+ 3.66% |
$12.6K - $13.7K
|
7.8K
$469K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
210+ 0.16% |
$9.64K - $10.4K
|
135K
$8.13M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
150+ 0.23% |
$6.89K - $7.45K
|
65.7K
$3.95M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
122New |
$5.6K - $6.06K
|
122
$7.34K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
101New |
$4.64K - $5.02K
|
101
$6.08K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59+ 1.25% |
$2.71K - $2.93K
|
4.76K
$287K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
58+ 0.38% |
$2.66K - $2.88K
|
15.2K
$917K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 0.08% |
$918 - $994
|
25.5K
$1.53M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 0.15% |
$597 - $646
|
8.53K
$514K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$184 - $199
|
4
$241
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.04% |
$184 - $199
|
9.89K
$595K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.06% |
$138 - $149
|
5.39K
$325K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$45.9 - $49.7
|
219
$13.2K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 1.09% |
$45.9 - $49.7
|
93
$5.6K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 3.66% |
$872 - $944
|
500
$30.1K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-34- 0.58% |
$1.56K - $1.69K
|
5.81K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60- 1.22% |
$2.75K - $2.98K
|
4.87K
$293K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-63- 1.03% |
$2.89K - $3.13K
|
6.08K
$366K
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-81- 12.44% |
$3.72K - $4.02K
|
570
$34.3K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-84- 1.29% |
$3.86K - $4.17K
|
6.41K
$386K
|