Purchases and Sales Made in Q4 2022 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
102New |
$1.56K - $1.85K
|
102
$3.13K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
101New |
$1.55K - $1.83K
|
101
$3.1K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 32.33% |
$1.49K - $1.76K
|
397
$12.2K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
49+ 8.35% |
$750 - $889
|
636
$19.5K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
48+ 9.52% |
$735 - $871
|
552
$16.9K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
47New |
$720 - $853
|
47
$1.44K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$459 - $544
|
30
$920
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$459 - $544
|
30
$920
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.36% |
$413 - $490
|
7.51K
$230K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24+ 0.95% |
$367 - $435
|
2.56K
$78.4K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 0.56% |
$260 - $308
|
3.03K
$93K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 0.66% |
$214 - $254
|
2.14K
$65.6K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 0.59% |
$214 - $254
|
2.38K
$73.1K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.21% |
$122 - $145
|
3.8K
$117K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.05% |
$91.9 - $109
|
12.4K
$379K
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6+ 1.14% |
$91.9 - $109
|
531
$16.3K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.4% |
$76.6 - $90.7
|
363
$11.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.2% |
$76.6 - $90.7
|
2.45K
$75.1K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 2.02% |
$30.6 - $36.3
|
101
$3.1K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.52% |
$15.3 - $18.1
|
67
$2.05K
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.71% |
$15.3 - $18.1
|
140
$4.29K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.39% |
$521 - $617
|
740
$22.7K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-47- 0.31% |
$720 - $853
|
15.2K
$467K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-47- 0.15% |
$720 - $853
|
30.4K
$933K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-50- 0.33% |
$766 - $907
|
14.9K
$457K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-56- 7.7% |
$857 - $1.02K
|
671
$20.6K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-66- 0.16% |
$1.01K - $1.2K
|
40.4K
$1.24M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 2.6% |
$1.21K - $1.43K
|
2.95K
$90.6K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-81- 41.33% |
$1.24K - $1.47K
|
115
$3.53K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-110- 79.14% |
$1.68K - $2K
|
29
$889
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-138- 33.33% |
$2.11K - $2.5K
|
276
$8.46K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-143- 33.33% |
$2.19K - $2.59K
|
286
$8.77K
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-155- 2.67% |
$2.37K - $2.81K
|
5.65K
$173K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-163- 1.25% |
$2.5K - $2.96K
|
12.9K
$396K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-165- 1.52% |
$2.53K - $2.99K
|
10.7K
$328K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-194- 1.38% |
$2.97K - $3.52K
|
13.9K
$425K
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-197- 0.2% |
$3.02K - $3.57K
|
99.7K
$3.06M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-197- 1.2% |
$3.02K - $3.57K
|
16.2K
$497K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-204- 35.36% |
$3.12K - $3.7K
|
373
$11.4K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-205- 5.02% |
$3.14K - $3.72K
|
3.88K
$119K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-269- 25.26% |
$4.12K - $4.88K
|
796
$24.4K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-318- 1.07% |
$4.87K - $5.77K
|
29.5K
$905K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-343- 77.78% |
$5.25K - $6.22K
|
98
$3.01K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-392- 11.08% |
$6K - $7.11K
|
3.15K
$96.5K
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-403- 2.24% |
$6.17K - $7.31K
|
17.6K
$540K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-445- 32.06% |
$6.81K - $8.07K
|
943
$28.9K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-474- 60.61% |
$7.26K - $8.6K
|
308
$9.45K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-550- 0.13% |
$8.42K - $9.98K
|
438K
$13.4M
|