Purchases and Sales Made in Q1 2023 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q1 2023. The information is specifically focused on institutions that hold shares of MANULIFE FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
350New |
$6.14K - $7.06K
|
350
$11.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
349+ 43.84% |
$6.12K - $7.04K
|
1.15K
$36.5K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
320New |
$5.61K - $6.45K
|
320
$10.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
316+ 10.43% |
$5.54K - $6.37K
|
3.35K
$107K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300New |
$5.26K - $6.05K
|
300
$9.56K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
290New |
$5.08K - $5.85K
|
290
$9.24K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
286+ 46.58% |
$5.01K - $5.77K
|
900
$28.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
282+ 46.84% |
$4.94K - $5.69K
|
884
$28.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
275New |
$4.82K - $5.55K
|
275
$8.76K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
275+ 2.13% |
$4.82K - $5.55K
|
13.2K
$420K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
268+ 1.18% |
$4.7K - $5.41K
|
23K
$734K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
235+ 1.85% |
$4.12K - $4.74K
|
12.9K
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
196+ 0.7% |
$3.44K - $3.95K
|
28.3K
$901K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
180+ 0.16% |
$3.16K - $3.63K
|
113K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
155+ 1.29% |
$2.72K - $3.13K
|
12.1K
$387K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
139+ 0.79% |
$2.44K - $2.8K
|
17.6K
$561K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
123+ 1.1% |
$2.16K - $2.48K
|
11.3K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
106+ 0.36% |
$1.86K - $2.14K
|
29.6K
$943K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
80New |
$1.4K - $1.61K
|
80
$2.55K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
73+ 0.08% |
$1.28K - $1.47K
|
94.6K
$3.01M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
66+ 57.39% |
$1.16K - $1.33K
|
181
$5.76K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54New |
$947 - $1.09K
|
54
$1.72K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50New |
$877 - $1.01K
|
50
$1.59K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40New |
$701 - $807
|
40
$1.27K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
36+ 0.3% |
$631 - $726
|
11.9K
$380K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 4.46% |
$578 - $666
|
773
$24.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 0.37% |
$491 - $565
|
7.54K
$240K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
26+ 0.13% |
$456 - $524
|
20.6K
$656K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.98% |
$438 - $504
|
2.58K
$82.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 12.12% |
$421 - $484
|
222
$7.07K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
10+ 1.57% |
$175 - $202
|
646
$20.6K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.21% |
$140 - $161
|
3.81K
$121K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.05% |
$105 - $121
|
12.4K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.16% |
$87.7 - $101
|
3.08K
$98K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.1% |
$70.1 - $80.7
|
367
$11.7K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 1.47% |
$52.6 - $60.5
|
207
$6.59K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2+ 0.02% |
$35.1 - $40.3
|
13.3K
$424K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$17.5 - $20.2
|
102
$3.25K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.71% |
$17.5 - $20.2
|
141
$4.49K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.02% |
$17.5 - $20.2
|
5.52K
$176K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 1.96% |
$35.1 - $40.3
|
100
$3.19K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.05% |
$87.7 - $101
|
10.9K
$346K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 0.19% |
$105 - $121
|
3.14K
$100K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8- 2.9% |
$140 - $161
|
268
$8.54K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-13- 0.09% |
$228 - $262
|
14K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14- 0.65% |
$245 - $282
|
2.12K
$67.6K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14- 0.65% |
$245 - $282
|
2.12K
$67.6K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18- 0.02% |
$316 - $363
|
104K
$3.31M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-24- 1.77% |
$421 - $484
|
1.33K
$42.3K
|