Purchases and Sales Made in Q4 2023 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.99KNew |
$176K - $211K
|
3.99K
$240K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.98KNew |
$176K - $211K
|
3.98K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.93K+ 18.19% |
$174K - $208K
|
25.5K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.92KNew |
$173K - $207K
|
3.92K
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.88K+ 2.38% |
$171K - $206K
|
167K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.64K+ 2.65% |
$161K - $193K
|
141K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.5K+ 38.97% |
$155K - $186K
|
12.5K
$752K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.91K+ 1.35% |
$129K - $154K
|
218K
$13.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.46K+ 13.16% |
$109K - $130K
|
21.1K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
2.24K+ 1.14% |
$98.7K - $118K
|
198K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.98K+ 27.25% |
$87.4K - $105K
|
9.24K
$556K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.97KNew |
$87K - $104K
|
1.97K
$119K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.91K+ 32.11% |
$84.2K - $101K
|
7.84K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.9K+ 10.22% |
$84.1K - $101K
|
20.5K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.87K+ 5.01% |
$82.4K - $98.8K
|
39.1K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.78K+ 12.6% |
$78.4K - $94.1K
|
15.9K
$955K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.76K+ 12.29% |
$77.5K - $93K
|
16K
$965K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.69K+ 23.65% |
$74.4K - $89.3K
|
8.81K
$530K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.65K+ 6.47% |
$72.9K - $87.4K
|
27.2K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.62K+ 7.5% |
$71.5K - $85.8K
|
23.2K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.6K+ 5.49% |
$70.9K - $85K
|
30.8K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.52K+ 21.21% |
$67.2K - $80.5K
|
8.69K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.5K+ 302.41% |
$66.4K - $79.6K
|
2K
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 1.49% |
$59.4K - $71.2K
|
91.8K
$5.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$56.7K - $68K
|
1.28K
$77.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.26K+ 17.54% |
$55.7K - $66.8K
|
8.45K
$508K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.21K+ 2.37% |
$53.4K - $64.1K
|
52.2K
$3.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.13K+ 2.12% |
$50.1K - $60.1K
|
54.6K
$3.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
919+ 2.38% |
$40.6K - $48.7K
|
39.5K
$2.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
875+ 10.68% |
$38.7K - $46.4K
|
9.07K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
840New |
$37.1K - $44.5K
|
840
$50.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
773+ 2.19% |
$34.2K - $41K
|
36K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
627+ 2.27% |
$27.7K - $33.2K
|
28.2K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
600+ 3.28% |
$26.5K - $31.8K
|
18.9K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
580+ 2.47% |
$25.6K - $30.7K
|
24.1K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
538+ 8.72% |
$23.8K - $28.5K
|
6.71K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
527+ 12.03% |
$23.3K - $27.9K
|
4.91K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
449+ 1.62% |
$19.8K - $23.8K
|
28.1K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
373New |
$16.5K - $19.8K
|
373
$22.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
245+ 8.76% |
$10.8K - $13K
|
3.04K
$183K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
203New |
$8.97K - $10.8K
|
203
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
151New |
$6.67K - $8K
|
151
$9.09K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
123New |
$5.43K - $6.52K
|
123
$7.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
118+ 0.02% |
$5.21K - $6.25K
|
548K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
100+ 2.05% |
$4.42K - $5.3K
|
4.97K
$299K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
98+ 1.53% |
$4.33K - $5.19K
|
6.51K
$392K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
86New |
$3.8K - $4.56K
|
86
$5.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
78+ 177.27% |
$3.45K - $4.13K
|
122
$7.34K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
74+ 0.56% |
$3.27K - $3.92K
|
13.3K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
55+ 0.18% |
$2.43K - $2.91K
|
30.1K
$1.81M
|