Purchases and Sales Made in Q2 2023 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
826+ 26.3% |
$15K - $16.5K
|
3.97K
$119K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
783+ 5.91% |
$14.2K - $15.6K
|
14K
$420K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
753+ 2.18% |
$13.7K - $15K
|
35.3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$13.6K - $15K
|
750
$22.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
692+ 1.56% |
$12.6K - $13.8K
|
45K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
516+ 955.56% |
$9.39K - $10.3K
|
570
$17K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
500+ 3.65% |
$9.1K - $9.99K
|
14.2K
$425K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
425+ 433.67% |
$7.73K - $8.49K
|
523
$15.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
421+ 0.57% |
$7.66K - $8.41K
|
74.8K
$2.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
344New |
$6.26K - $6.87K
|
344
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
336+ 1.33% |
$6.11K - $6.71K
|
25.6K
$767K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
303+ 6.99% |
$5.51K - $6.05K
|
4.64K
$139K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
302+ 2.4% |
$5.49K - $6.03K
|
12.9K
$385K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
280New |
$5.09K - $5.59K
|
280
$8.37K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
271+ 1.18% |
$4.93K - $5.41K
|
23.3K
$697K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
260+ 173.33% |
$4.73K - $5.19K
|
410
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
248+ 27.68% |
$4.51K - $4.96K
|
1.14K
$34.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
240New |
$4.37K - $4.8K
|
240
$7.18K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
236New |
$4.29K - $4.72K
|
236
$7.06K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 14.16% |
$4.22K - $4.64K
|
1.87K
$55.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
208+ 0.84% |
$3.78K - $4.16K
|
25K
$749K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
205+ 5.29% |
$3.73K - $4.1K
|
4.08K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
188New |
$3.42K - $3.76K
|
188
$5.62K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
186+ 53.14% |
$3.38K - $3.72K
|
536
$16K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
184New |
$3.35K - $3.68K
|
184
$5.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
183+ 0.63% |
$3.33K - $3.66K
|
29.1K
$870K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
138New |
$2.51K - $2.76K
|
138
$4.13K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
134+ 60.36% |
$2.44K - $2.68K
|
356
$10.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
131+ 32.11% |
$2.38K - $2.62K
|
539
$16.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
125+ 1.11% |
$2.27K - $2.5K
|
11.4K
$342K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
80New |
$1.46K - $1.6K
|
80
$2.39K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
78+ 10.09% |
$1.42K - $1.56K
|
851
$25.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
63+ 4.74% |
$1.15K - $1.26K
|
1.39K
$41.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
62+ 7.01% |
$1.13K - $1.24K
|
946
$28.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 0.81% |
$1.11K - $1.22K
|
7.6K
$227K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
58New |
$1.06K - $1.16K
|
58
$1.73K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
50+ 0.28% |
$910 - $999
|
17.6K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
49+ 0.47% |
$891 - $979
|
10.5K
$314K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
34+ 1.25% |
$618 - $679
|
2.76K
$82.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
26+ 0.13% |
$473 - $519
|
20.6K
$617K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 1.01% |
$473 - $519
|
2.61K
$78K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
25New |
$455 - $500
|
25
$748
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$255 - $280
|
14
$419
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.04% |
$218 - $240
|
30.4K
$908K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 10.0% |
$182 - $200
|
110
$3.29K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 10.0% |
$182 - $200
|
110
$3.29K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10+ 0.08% |
$182 - $200
|
12.9K
$387K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.21% |
$146 - $160
|
3.82K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7+ 1.08% |
$127 - $140
|
653
$19.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.36% |
$91 - $99.9
|
372
$11.1K
|