Purchases and Sales Made in Q4 2023 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
270+ 4.78% |
$4.63K - $5.97K
|
5.92K
$177K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
245+ 3.49% |
$4.2K - $5.42K
|
7.27K
$217K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
236+ 18.24% |
$4.05K - $5.22K
|
1.53K
$45.8K
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
236+ 1.0% |
$4.05K - $5.22K
|
23.8K
$712K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
234+ 6.07% |
$4.01K - $5.18K
|
4.09K
$122K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
218New |
$3.74K - $4.82K
|
218
$6.52K
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
213+ 0.89% |
$3.65K - $4.71K
|
24.2K
$725K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
211+ 8.87% |
$3.62K - $4.67K
|
2.59K
$77.5K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
193+ 1.82% |
$3.31K - $4.27K
|
10.8K
$323K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
172New |
$2.95K - $3.8K
|
172
$5.14K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
169New |
$2.9K - $3.74K
|
169
$5.05K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
168New |
$2.88K - $3.72K
|
168
$5.02K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
126+ 3.4% |
$2.16K - $2.79K
|
3.83K
$115K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
126+ 1.79% |
$2.16K - $2.79K
|
7.18K
$215K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
124+ 0.49% |
$2.13K - $2.74K
|
25.6K
$766K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
109+ 0.94% |
$1.87K - $2.41K
|
11.7K
$349K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
93+ 0.61% |
$1.59K - $2.06K
|
15.3K
$458K
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
84New |
$1.44K - $1.86K
|
84
$2.51K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
80+ 1.56% |
$1.37K - $1.77K
|
5.22K
$156K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60+ 1.05% |
$1.03K - $1.33K
|
5.75K
$172K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
57+ 9.69% |
$977 - $1.26K
|
645
$19.3K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
50+ 0.16% |
$857 - $1.11K
|
32.2K
$964K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 1.32% |
$583 - $752
|
2.61K
$78.2K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25+ 0.22% |
$429 - $553
|
11.2K
$334K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.86% |
$429 - $553
|
2.93K
$87.5K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
24+ 0.12% |
$411 - $531
|
20.7K
$618K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22+ 0.84% |
$377 - $487
|
2.65K
$79.4K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$120 - $155
|
30.1K
$901K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6+ 1.09% |
$103 - $133
|
557
$16.7K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5+ 0.04% |
$85.7 - $111
|
12.9K
$385K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.09% |
$51.4 - $66.4
|
3.49K
$104K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 0.94% |
$34.3 - $44.2
|
214
$6.4K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.45% |
$17.1 - $22.1
|
70
$2.09K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 2.0% |
$51.4 - $66.4
|
147
$4.4K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4- 0.04% |
$68.6 - $88.5
|
11.2K
$334K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-8- 0.06% |
$137 - $177
|
14.4K
$432K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 9.09% |
$171 - $221
|
100
$2.99K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10- 0.09% |
$171 - $221
|
10.9K
$326K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-10- 9.09% |
$171 - $221
|
100
$2.99K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 53.33% |
$274 - $354
|
14
$419
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-36- 0.25% |
$617 - $796
|
14.2K
$424K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-49- 0.02% |
$840 - $1.08K
|
202K
$6.04M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-61- 43.26% |
$1.05K - $1.35K
|
80
$2.39K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-68- 0.36% |
$1.17K - $1.5K
|
18.8K
$562K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-87- 0.67% |
$1.49K - $1.92K
|
12.9K
$385K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-90- 0.02% |
$1.54K - $1.99K
|
441K
$13.2M
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-100- 0.91% |
$1.71K - $2.21K
|
10.9K
$325K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-115- 0.64% |
$1.97K - $2.54K
|
17.9K
$535K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-126- 0.24% |
$2.16K - $2.79K
|
52.3K
$1.56M
|