Purchases and Sales Made in Q4 2025 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q4 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK MULTIFACTOR MID C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19K+ 1.99% |
$1.19M - $1.25M
|
973K
$62.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.8K+ 9.26% |
$1.12M - $1.17M
|
210K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 2.14% |
$886K - $925K
|
673K
$42.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.1KNew |
$694K - $725K
|
11.1K
$706K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.43KNew |
$466K - $487K
|
7.43K
$474K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.92K+ 15.33% |
$371K - $388K
|
44.5K
$2.84M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.86K+ 7.09% |
$242K - $253K
|
58.3K
$3.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.73K+ 14.93% |
$234K - $244K
|
28.7K
$1.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
3.48KNew |
$218K - $228K
|
3.48K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.2KNew |
$201K - $209K
|
3.2K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.35K+ 5.24% |
$148K - $154K
|
47.3K
$3.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27KNew |
$79.8K - $83.3K
|
1.27K
$81.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
503+ 0.25% |
$31.6K - $33K
|
200K
$12.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
219+ 2.92% |
$13.7K - $14.4K
|
7.72K
$493K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
132New |
$8.28K - $8.65K
|
132
$8.43K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
78+ 0.58% |
$4.9K - $5.11K
|
13.6K
$866K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
51New |
$3.2K - $3.34K
|
51
$3.26K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
45+ 0.57% |
$2.82K - $2.95K
|
8.01K
$511K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
23+ 0.03% |
$1.44K - $1.51K
|
83.5K
$5.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$314 - $328
|
5
$319
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.49% |
$251 - $262
|
822
$52.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.65% |
$188 - $197
|
462
$29.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6- 0.02% |
$377 - $393
|
36.8K
$2.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-46- 1.07% |
$2.89K - $3.01K
|
4.24K
$271K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-125- 33.78% |
$7.85K - $8.19K
|
245
$15.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
SELL
|
- |
-161- 34.55% |
$10.1K - $10.6K
|
305
$19.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-220- 0.92% |
$13.8K - $14.4K
|
23.7K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-235- 10.01% |
$14.7K - $15.4K
|
2.11K
$135K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-401- 11.63% |
$25.2K - $26.3K
|
3.05K
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-424- 2.04% |
$26.6K - $27.8K
|
20.4K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-696- 5.98% |
$43.7K - $45.6K
|
11K
$699K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-738- 1.31% |
$46.3K - $48.4K
|
55.6K
$3.55M
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-919- 4.11% |
$57.7K - $60.2K
|
21.4K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.09K- 1.12% |
$68.5K - $71.5K
|
96.5K
$6.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 4.41% |
$81.3K - $84.9K
|
28.1K
$1.79M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.38K- 30.13% |
$149K - $156K
|
5.52K
$352K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.66K- 10.45% |
$167K - $175K
|
22.8K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.28K- 10.73% |
$206K - $215K
|
27.3K
$1.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.8K- 3.95% |
$489K - $511K
|
190K
$12.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.6K- 64.94% |
$729K - $761K
|
6.27K
$400K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-12.5K- 66.67% |
$785K - $820K
|
6.26K
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-26.2K- 83.32% |
$1.64M - $1.72M
|
5.24K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-108K- 25.3% |
$6.79M - $7.09M
|
319K
$20.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-403K- 66.76% |
$25.3M - $26.4M
|
200K
$12.8M
|
|