Purchases and Sales Made in Q1 2025 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q1 2025. 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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.3K+ 1.9% |
$36.9K - $41.4K
|
69.6K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.28K+ 7.56% |
$36.2K - $40.6K
|
18.1K
$553K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.23K+ 9.24% |
$35K - $39.2K
|
14.6K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.23K+ 45.61% |
$35K - $39.2K
|
3.93K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.22KNew |
$34.6K - $38.7K
|
1.22K
$37.1K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 14.65% |
$34.1K - $38.2K
|
9.39K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.17K+ 1.33% |
$33.3K - $37.3K
|
89.5K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 1.86% |
$31.5K - $35.3K
|
60.7K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.06K+ 5.05% |
$30.1K - $33.8K
|
22.1K
$672K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.01K+ 10.34% |
$28.8K - $32.2K
|
10.8K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
987+ 2.93% |
$28K - $31.4K
|
34.7K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
981+ 2.81% |
$27.9K - $31.2K
|
35.9K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
950+ 13.5% |
$27K - $30.2K
|
7.99K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
940+ 3.75% |
$26.7K - $29.9K
|
26K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
926+ 7.43% |
$26.3K - $29.5K
|
13.4K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
910+ 8.88% |
$25.9K - $29K
|
11.2K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
862+ 0.88% |
$24.5K - $27.4K
|
99.1K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
860+ 3.65% |
$24.4K - $27.4K
|
24.4K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
811+ 11.82% |
$23K - $25.8K
|
7.67K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
799+ 8.85% |
$22.7K - $25.4K
|
9.83K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
779+ 2.78% |
$22.1K - $24.8K
|
28.8K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
767+ 10.62% |
$21.8K - $24.4K
|
7.99K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
736+ 37.21% |
$20.9K - $23.4K
|
2.71K
$82.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
706+ 10.25% |
$20.1K - $22.5K
|
7.6K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
705+ 9.1% |
$20K - $22.4K
|
8.45K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
673+ 6.74% |
$19.1K - $21.4K
|
10.7K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
649+ 4.88% |
$18.4K - $20.7K
|
14K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
644+ 6.46% |
$18.3K - $20.5K
|
10.6K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
600+ 32.26% |
$17K - $19.1K
|
2.46K
$75K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
585+ 1.02% |
$16.6K - $18.6K
|
57.7K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
580New |
$16.5K - $18.5K
|
580
$17.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
555New |
$15.8K - $17.7K
|
555
$16.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
547+ 0.79% |
$15.5K - $17.4K
|
70.1K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
528+ 2.69% |
$15K - $16.8K
|
20.1K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
526+ 2.9% |
$14.9K - $16.7K
|
18.7K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
497New |
$14.1K - $15.8K
|
497
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
471+ 0.79% |
$13.4K - $15K
|
60K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
470+ 13.74% |
$13.4K - $15K
|
3.89K
$119K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
465+ 4.74% |
$13.2K - $14.8K
|
10.3K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
458New |
$13K - $14.6K
|
458
$14K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
452+ 1.17% |
$12.8K - $14.4K
|
39.1K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
451+ 7.44% |
$12.8K - $14.4K
|
6.51K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
450New |
$12.8K - $14.3K
|
450
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
444+ 2.97% |
$12.6K - $14.1K
|
15.4K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
433New |
$12.3K - $13.8K
|
433
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
425+ 2.57% |
$12.1K - $13.5K
|
16.9K
$516K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
408New |
$11.6K - $13K
|
408
$12.4K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
385+ 0.44% |
$10.9K - $12.3K
|
87.1K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
377+ 1.93% |
$10.7K - $12K
|
19.9K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
374+ 4.13% |
$10.6K - $11.9K
|
9.43K
$287K
|