Institutional shares held 49.1 Million
0 calls
0 puts
Total value of holdings $2.73B
$0 calls
$0 puts
# of Institutions 263


Latest Institutional Activity in JHMM

Top Purchases

Q1 2025
Hixon Zuercher, LLC Shares Held: 123K ($6.88M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 617K ($34.6M)
Q1 2025
Truist Financial Corp Shares Held: 342K ($19.2M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 414K ($23.2M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 620K ($34.8M)

Top Sells

Q1 2025
Hill Island Financial LLC Shares Held: 23.4K ($1.31M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 23.1K ($1.29M)
Q1 2025
Smith Anglin Financial, LLC Shares Held: 37.9K ($2.13M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 358K ($20.1M)
Q1 2025
D.A. Davidson & Co. Shares Held: 34.1K ($1.92M)

About JHMM

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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