Latest Institutional Transactions on John Hancock Hedged Equity & Income Fund (HEQ)
This table provides information on the latest institutional transactions involving John Hancock Hedged Equity & Income Fund (HEQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
18KNew |
$198K - $235K
|
18K
$189K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$119K - $142K
|
10.9K
$114K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
13KNew |
$143K - $170K
|
13K
$137K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.39KNew |
$16.3K - $19.8K
|
1.39K
$14.6K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$120K - $146K
|
10.2K
$107K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.17KNew |
$25.5K - $31.1K
|
2.17K
$22.8K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.39KNew |
$16.2K - $19.8K
|
1.39K
$14.6K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-3.88K- 91.4% |
$45.5K - $55.5K
|
365
$3.84K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-465Closed |
$5.45K - $6.65K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-727Closed |
$8.99K - $9.76K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1KClosed |
$13.4K - $14.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.9KClosed |
$145K - $157K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-924Closed |
$11.2K - $12.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-238Closed |
$2.9K - $3.14K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11KClosed |
$134K - $145K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$181K - $198K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$126K - $138K
|
10K
$105K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.45KClosed |
$30.7K - $33.8K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.03KClosed |
$24.6K - $27.2K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.9KClosed |
$267K - $289K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-90.9KClosed |
$892K - $1.07M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-30Closed |
$295 - $352
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2KClosed |
$19.6K - $23.4K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-600- 40.0% |
$5.89K - $7.04K
|
900
$9.46K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.25KClosed |
$23.4K - $26.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-21.6KClosed |
$224K - $252K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600Closed |
$5.81K - $7.42K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Glassman Wealth Services
|
SELL
|
- |
-1.17KClosed |
$11.3K - $14.4K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-12.7KClosed |
$123K - $157K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-300Closed |
$2.91K - $3.71K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Arrow Financial Corp
|
SELL
|
- |
-100Closed |
$969 - $1.24K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.13KNew |
$28.7K - $32.1K
|
2.13K
$22.4K
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.97KNew |
$135K - $150K
|
9.97K
$105K
|
|
Q1 2019 | |||||||
May 11, 2020
Q1 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.15KClosed |
$14.9K - $17.3K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-17.2KClosed |
$222K - $257K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-901Closed |
$11.6K - $13.5K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-45.6KClosed |
$589K - $683K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-34.1KClosed |
$441K - $511K
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-12Closed |
$155 - $180
|
0
$0
|
|
Q4 2018 | |||||||
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-3.92KClosed |
$47.2K - $62K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-4.08KClosed |
$49.2K - $64.5K
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Gradient Investments LLC
|
SELL
|
- |
-375Closed |
$4.52K - $5.93K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5KClosed |
$77.7K - $84.5K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-600Closed |
$9.32K - $10.1K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 13, 2018
Q2 2018
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10KClosed |
$161K - $176K
|
0
$0
|
|
Jul 16, 2018
Q2 2018
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15.3KClosed |
$246K - $268K
|
0
$0
|
|
Q1 2018 | |||||||
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-225Closed |
$3.63K - $3.96K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6KClosed |
$178K - $189K
|
0
$0
|
|
Feb 06, 2018
Q4 2017
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-47.5KClosed |
$798K - $849K
|
0
$0
|