Purchases and Sales Made in Q3 2023 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.21K+ 29.18% |
$150K - $165K
|
14.2K
$854K
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
2.87K+ 1.92% |
$135K - $148K
|
152K
$9.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.7K+ 14.53% |
$127K - $139K
|
21.3K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.5K+ 9.96% |
$117K - $128K
|
27.6K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.41K+ 20.61% |
$113K - $124K
|
14.1K
$848K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.34K+ 2.7% |
$110K - $120K
|
89.1K
$5.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.2K+ 8.13% |
$103K - $113K
|
29.2K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.18K+ 1.61% |
$102K - $112K
|
137K
$8.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.96K+ 0.42% |
$92.1K - $101K
|
472K
$28.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 4.67% |
$83.6K - $91.7K
|
39.9K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.63K+ 7.62% |
$76.6K - $84.1K
|
23.1K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.63K+ 7.62% |
$76.6K - $84.1K
|
23.1K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.52K+ 27.12% |
$71.3K - $78.2K
|
7.13K
$429K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.52K+ 5.41% |
$71.2K - $78.1K
|
29.6K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.45K+ 3.21% |
$68.2K - $74.8K
|
46.7K
$2.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 20.2% |
$57.2K - $62.8K
|
7.26K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.09K+ 7.58% |
$50.9K - $55.9K
|
15.4K
$927K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.05K+ 20.47% |
$49.2K - $54K
|
6.17K
$371K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
946+ 13.49% |
$44.4K - $48.7K
|
7.96K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
739+ 2.03% |
$34.7K - $38K
|
37.2K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
729+ 0.6% |
$34.2K - $37.5K
|
123K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
710+ 10.96% |
$33.3K - $36.5K
|
7.19K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
675+ 2.13% |
$31.7K - $34.7K
|
32.3K
$1.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
566+ 4.14% |
$26.5K - $29.1K
|
14.2K
$856K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
546+ 8.25% |
$25.6K - $28.1K
|
7.17K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
497New |
$23.3K - $25.6K
|
497
$29.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
453+ 5.31% |
$21.2K - $23.3K
|
8.99K
$541K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
452+ 13.95% |
$21.2K - $23.3K
|
3.69K
$222K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
447+ 9.38% |
$21K - $23K
|
5.21K
$314K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
441+ 2.42% |
$20.7K - $22.7K
|
18.7K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
408+ 3.94% |
$19.1K - $21K
|
10.8K
$647K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
363+ 33.64% |
$17K - $18.7K
|
1.44K
$86.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
354+ 0.7% |
$16.6K - $18.2K
|
51.2K
$3.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
326+ 2.56% |
$15.3K - $16.8K
|
13.1K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 0.95% |
$15.2K - $16.7K
|
34.6K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
322+ 4.09% |
$15.1K - $16.6K
|
8.19K
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
288+ 0.38% |
$13.5K - $14.8K
|
76.2K
$4.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
248+ 1.07% |
$11.6K - $12.8K
|
23.5K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
225New |
$10.6K - $11.6K
|
225
$13.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
211+ 21100.0% |
$9.89K - $10.9K
|
212
$12.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
196+ 1.76% |
$9.19K - $10.1K
|
11.3K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
191+ 1.25% |
$8.96K - $9.83K
|
15.4K
$928K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
116New |
$5.44K - $5.97K
|
116
$6.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
68New |
$3.19K - $3.5K
|
68
$4.09K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 3.23% |
$3.14K - $3.45K
|
2.14K
$129K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.91% |
$1.88K - $2.06K
|
4.44K
$267K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.51% |
$1.45K - $1.59K
|
6.11K
$368K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 0.03% |
$610 - $669
|
37.4K
$2.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.01% |
$46.9 - $51.4
|
13.2K
$797K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 12.9% |
$563 - $617
|
81
$4.87K
|