Purchases and Sales Made in Q3 2023 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
355+ 2.61% |
$6.24K - $7.1K
|
14K
$418K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
350+ 2.92% |
$6.15K - $7K
|
12.3K
$369K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
349+ 17.02% |
$6.13K - $6.98K
|
2.4K
$71.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
325+ 12.91% |
$5.71K - $6.5K
|
2.84K
$85K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
310+ 0.17% |
$5.45K - $6.2K
|
186K
$5.55M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 24.14% |
$5.27K - $6K
|
1.54K
$46.2K
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
258+ 1.11% |
$4.53K - $5.16K
|
23.6K
$705K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
236+ 67.05% |
$4.15K - $4.72K
|
588
$17.6K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
224+ 7.67% |
$3.94K - $4.48K
|
3.14K
$94K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
198+ 1.25% |
$3.48K - $3.96K
|
16K
$478K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
176+ 0.65% |
$3.09K - $3.52K
|
27.2K
$815K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169+ 0.57% |
$2.97K - $3.38K
|
29.6K
$886K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
145New |
$2.55K - $2.9K
|
145
$4.34K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
145+ 3.13% |
$2.55K - $2.9K
|
4.78K
$143K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
139New |
$2.44K - $2.78K
|
139
$4.16K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
118+ 1.03% |
$2.07K - $2.36K
|
11.5K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
104+ 0.98% |
$1.83K - $2.08K
|
10.7K
$320K
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
74+ 0.53% |
$1.3K - $1.48K
|
13.9K
$417K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
65+ 1.16% |
$1.14K - $1.3K
|
5.69K
$170K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
61+ 0.5% |
$1.07K - $1.22K
|
12.3K
$368K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59+ 0.41% |
$1.04K - $1.18K
|
14.5K
$432K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 6.58% |
$984 - $1.12K
|
907
$27.1K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50+ 50.0% |
$879 - $1K
|
150
$4.49K
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
49+ 0.28% |
$861 - $980
|
17.6K
$528K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 1.97% |
$843 - $960
|
2.48K
$74.3K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
32+ 1.16% |
$562 - $640
|
2.79K
$83.5K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
31New |
$545 - $620
|
31
$927
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
31+ 8.31% |
$545 - $620
|
404
$12.1K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
25+ 0.12% |
$439 - $500
|
20.7K
$618K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.96% |
$439 - $500
|
2.63K
$78.7K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
23+ 0.16% |
$404 - $460
|
14.2K
$425K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
20+ 3.77% |
$351 - $400
|
551
$16.5K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16+ 114.29% |
$281 - $320
|
30
$897
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.05% |
$123 - $140
|
12.9K
$387K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 1.44% |
$52.7 - $60
|
212
$6.34K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.47% |
$17.6 - $20
|
69
$2.06K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.0% |
$17.6 - $20
|
51
$1.53K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.02% |
$17.6 - $20
|
5.53K
$165K
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$17.6 - $20
|
11K
$328K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3- 0.02% |
$52.7 - $60
|
12.6K
$376K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8- 3.17% |
$141 - $160
|
244
$7.3K
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-19- 0.04% |
$334 - $380
|
52.6K
$1.57M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 0.17% |
$369 - $420
|
12K
$360K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-58- 0.82% |
$1.02K - $1.16K
|
7.02K
$210K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 6.55% |
$1.09K - $1.24K
|
884
$26.4K
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-64- 0.16% |
$1.12K - $1.28K
|
39K
$1.17M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-77- 0.23% |
$1.35K - $1.54K
|
33K
$987K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-93- 0.23% |
$1.63K - $1.86K
|
41K
$1.23M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-96- 1.58% |
$1.69K - $1.92K
|
5.97K
$178K
|