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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
360+ 5.63% |
$10.2K - $11.5K
|
6.75K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
346+ 3.89% |
$9.83K - $11K
|
9.25K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
340+ 5.03% |
$9.66K - $10.8K
|
7.1K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
307+ 369.88% |
$8.72K - $9.77K
|
390
$11.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
306+ 3.79% |
$8.69K - $9.74K
|
8.38K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
289+ 3.76% |
$8.21K - $9.2K
|
7.98K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
269New |
$7.64K - $8.56K
|
269
$8.2K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
264+ 3.01% |
$7.5K - $8.4K
|
9.05K
$276K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
262+ 0.85% |
$7.44K - $8.34K
|
31.2K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
231+ 2.32% |
$6.56K - $7.35K
|
10.2K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
213+ 0.68% |
$6.05K - $6.78K
|
31.5K
$959K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
199+ 13.94% |
$5.65K - $6.33K
|
1.63K
$49.6K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
195+ 0.52% |
$5.54K - $6.2K
|
37.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
170+ 0.86% |
$4.83K - $5.41K
|
19.8K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 33.27% |
$4.63K - $5.19K
|
653
$19.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
161New |
$4.57K - $5.12K
|
161
$4.91K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161+ 1.2% |
$4.57K - $5.12K
|
13.6K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
160+ 124.03% |
$4.55K - $5.09K
|
289
$8.81K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
160New |
$4.55K - $5.09K
|
160
$4.88K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
157+ 0.71% |
$4.46K - $5K
|
22.2K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
142+ 0.55% |
$4.03K - $4.52K
|
26.2K
$797K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
137+ 0.47% |
$3.89K - $4.36K
|
29.5K
$900K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
137+ 0.47% |
$3.89K - $4.36K
|
29.5K
$900K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
136+ 0.8% |
$3.86K - $4.33K
|
17.1K
$521K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
126+ 4.88% |
$3.58K - $4.01K
|
2.71K
$82.5K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
125+ 0.04% |
$3.55K - $3.98K
|
326K
$9.95M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
124+ 0.51% |
$3.52K - $3.95K
|
24.6K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
118+ 0.73% |
$3.35K - $3.75K
|
16.2K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
93+ 5.34% |
$2.64K - $2.96K
|
1.83K
$55.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
91+ 0.76% |
$2.59K - $2.9K
|
12.1K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
86+ 94.51% |
$2.44K - $2.74K
|
177
$5.39K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
85+ 0.35% |
$2.41K - $2.7K
|
24.3K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
84+ 3.57% |
$2.39K - $2.67K
|
2.44K
$74.3K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
76+ 13.29% |
$2.16K - $2.42K
|
648
$19.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 1.03% |
$2.16K - $2.42K
|
7.49K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 3.1% |
$1.82K - $2.04K
|
2.13K
$64.8K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62New |
$1.76K - $1.97K
|
62
$1.89K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
61+ 0.85% |
$1.73K - $1.94K
|
7.25K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
49+ 1.44% |
$1.39K - $1.56K
|
3.45K
$105K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
48+ 1.8% |
$1.36K - $1.53K
|
2.71K
$82.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
47New |
$1.34K - $1.5K
|
47
$1.43K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45+ 0.38% |
$1.28K - $1.43K
|
12K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
44+ 0.48% |
$1.25K - $1.4K
|
9.31K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
37+ 0.18% |
$1.05K - $1.18K
|
20.4K
$621K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.35% |
$966 - $1.08K
|
9.72K
$296K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.67% |
$625 - $700
|
3.32K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 0.13% |
$568 - $636
|
15.2K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 0.73% |
$568 - $636
|
2.75K
$83.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.25% |
$511 - $573
|
7.31K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 1700.0% |
$483 - $541
|
18
$548
|