Purchases and Sales Made in Q2 2025 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
525New |
$14.1K - $17K
|
525
$16.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
514New |
$13.8K - $16.7K
|
514
$16.3K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
507New |
$13.7K - $16.4K
|
507
$16K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
493New |
$13.3K - $16K
|
493
$15.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
482+ 4.9% |
$13K - $15.6K
|
10.3K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
472+ 7.17% |
$12.7K - $15.3K
|
7.06K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
465+ 1.23% |
$12.5K - $15.1K
|
38.4K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
464+ 4.36% |
$12.5K - $15.1K
|
11.1K
$352K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
463+ 2.33% |
$12.5K - $15K
|
20.3K
$642K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
452+ 3.73% |
$12.2K - $14.7K
|
12.6K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
444+ 3.07% |
$12K - $14.4K
|
14.9K
$473K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
435+ 1.49% |
$11.7K - $14.1K
|
29.6K
$938K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
411+ 7.43% |
$11.1K - $13.3K
|
5.94K
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
406+ 5.34% |
$10.9K - $13.2K
|
8K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
402+ 2.15% |
$10.8K - $13K
|
19.1K
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
396+ 15.18% |
$10.7K - $12.8K
|
3.01K
$95.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
345New |
$9.29K - $11.2K
|
345
$10.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
345+ 1.67% |
$9.29K - $11.2K
|
21K
$664K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
323+ 0.07% |
$8.7K - $10.5K
|
462K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
301+ 111.9% |
$8.11K - $9.76K
|
570
$18K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
295New |
$7.94K - $9.57K
|
295
$9.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
286New |
$7.7K - $9.28K
|
286
$9.05K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
273+ 0.88% |
$7.35K - $8.86K
|
31.4K
$995K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
267New |
$7.19K - $8.66K
|
267
$8.45K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
267+ 0.75% |
$7.19K - $8.66K
|
36K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
249+ 2.11% |
$6.71K - $8.08K
|
12K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
240+ 4.66% |
$6.46K - $7.79K
|
5.39K
$171K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
234+ 0.9% |
$6.3K - $7.59K
|
26.2K
$829K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
226+ 2.81% |
$6.09K - $7.33K
|
8.26K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
220+ 7.99% |
$5.92K - $7.14K
|
2.97K
$94.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
214+ 0.96% |
$5.76K - $6.94K
|
22.4K
$709K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$5.39K - $6.49K
|
200
$6.33K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
189+ 27.63% |
$5.09K - $6.13K
|
873
$27.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
171+ 2.65% |
$4.61K - $5.55K
|
6.61K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
151+ 23.3% |
$4.07K - $4.9K
|
799
$25.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
136+ 1.3% |
$3.66K - $4.41K
|
10.6K
$336K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
133+ 34.1% |
$3.58K - $4.31K
|
523
$16.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
122+ 0.39% |
$3.29K - $3.96K
|
31.6K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
122+ 1.47% |
$3.29K - $3.96K
|
8.4K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
119+ 20.91% |
$3.2K - $3.86K
|
688
$21.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 15.48% |
$2.69K - $3.24K
|
746
$23.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
100New |
$2.69K - $3.24K
|
100
$3.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
98+ 0.72% |
$2.64K - $3.18K
|
13.7K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
97+ 0.72% |
$2.61K - $3.15K
|
13.5K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
94+ 0.78% |
$2.53K - $3.05K
|
12.2K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 11.39% |
$2.29K - $2.76K
|
831
$26.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
80+ 0.26% |
$2.15K - $2.6K
|
30.9K
$978K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
75+ 12.54% |
$2.02K - $2.43K
|
673
$21.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
73+ 0.08% |
$1.97K - $2.37K
|
93.7K
$2.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73New |
$1.97K - $2.37K
|
73
$2.31K
|