Purchases and Sales Made in Q2 2024 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
600+ 119.05% |
$13.7K - $16K
|
1.1K
$33K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
587+ 6.95% |
$13.4K - $15.7K
|
9.04K
$270K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
573+ 4.83% |
$13.1K - $15.3K
|
12.4K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
545+ 6.31% |
$12.4K - $14.5K
|
9.19K
$275K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
542+ 8.63% |
$12.3K - $14.5K
|
6.82K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
524+ 1.67% |
$11.9K - $14K
|
32K
$956K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
516New |
$11.8K - $13.8K
|
516
$15.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
467+ 77.19% |
$10.6K - $12.5K
|
1.07K
$32.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
462+ 22.23% |
$10.5K - $12.3K
|
2.54K
$76K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
439New |
$10K - $11.7K
|
439
$13.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
427+ 38.36% |
$9.73K - $11.4K
|
1.54K
$46.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
398+ 2.43% |
$9.07K - $10.6K
|
16.8K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
393+ 47.18% |
$8.95K - $10.5K
|
1.23K
$36.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
391+ 67.41% |
$8.91K - $10.4K
|
971
$29K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
371+ 2.06% |
$8.45K - $9.9K
|
18.4K
$551K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
343+ 16.97% |
$7.81K - $9.15K
|
2.36K
$70.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
339+ 3.96% |
$7.72K - $9.05K
|
8.91K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
325+ 1.17% |
$7.4K - $8.67K
|
28.1K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
321+ 13.49% |
$7.31K - $8.57K
|
2.7K
$80.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
304New |
$6.93K - $8.11K
|
304
$9.09K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
304+ 14.56% |
$6.93K - $8.11K
|
2.39K
$71.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
284+ 0.22% |
$6.47K - $7.58K
|
128K
$3.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
268+ 0.89% |
$6.11K - $7.15K
|
30.3K
$905K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
253+ 10.1% |
$5.76K - $6.75K
|
2.76K
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
236+ 0.94% |
$5.38K - $6.3K
|
25.4K
$760K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
231+ 2.8% |
$5.26K - $6.17K
|
8.48K
$254K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
226New |
$5.15K - $6.03K
|
226
$6.76K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226New |
$5.15K - $6.03K
|
226
$6.76K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
218+ 0.91% |
$4.97K - $5.82K
|
24.3K
$726K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
205+ 394.23% |
$4.67K - $5.47K
|
257
$7.69K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
203+ 2.2% |
$4.62K - $5.42K
|
9.44K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
201+ 0.61% |
$4.58K - $5.36K
|
32.9K
$985K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
201+ 1.95% |
$4.58K - $5.36K
|
10.5K
$315K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
196+ 9.1% |
$4.46K - $5.23K
|
2.35K
$70.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
188+ 0.92% |
$4.28K - $5.02K
|
20.7K
$618K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
166+ 8.0% |
$3.78K - $4.43K
|
2.24K
$67K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
149+ 4.61% |
$3.39K - $3.98K
|
3.38K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
149New |
$3.39K - $3.98K
|
149
$4.46K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
BUY
|
- |
146+ 0.61% |
$3.33K - $3.9K
|
24.1K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
135+ 0.36% |
$3.08K - $3.6K
|
37.5K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
115+ 1.32% |
$2.62K - $3.07K
|
8.8K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
109+ 0.07% |
$2.48K - $2.91K
|
167K
$4.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
107+ 1.27% |
$2.44K - $2.86K
|
8.54K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
105+ 13.27% |
$2.39K - $2.8K
|
896
$26.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 2.99% |
$2.28K - $2.67K
|
3.45K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
100+ 0.85% |
$2.28K - $2.67K
|
11.9K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
87New |
$1.98K - $2.32K
|
87
$2.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
71+ 17.57% |
$1.62K - $1.89K
|
475
$14.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
69+ 5.97% |
$1.57K - $1.84K
|
1.23K
$36.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 0.68% |
$1.48K - $1.73K
|
9.64K
$288K
|