Purchases and Sales Made in Q1 2023 in John Hancock Hedged Equity & Income Fund (HEQ)
This table provides information about the institutional ownership of John Hancock Hedged Equity & Income Fund (HEQ) during Q1 2023. The information is specifically focused on institutions that hold shares of John Hancock Hedged Equity & Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
59.3K+ 38.21% |
$648K - $746K
|
215K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34K+ 96.43% |
$371K - $427K
|
69.2K
$736K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.4K+ 10.87% |
$135K - $155K
|
126K
$1.34M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.87K+ 20.9% |
$75.1K - $86.3K
|
39.7K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.79K+ 1.3% |
$19.6K - $22.5K
|
140K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.48K+ 1.55% |
$16.2K - $18.6K
|
97.2K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02K+ 4.12% |
$11.2K - $12.8K
|
25.8K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
288+ 1.0% |
$3.15K - $3.62K
|
29.1K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250+ 1.91% |
$2.73K - $3.14K
|
13.3K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-447- 20.07% |
$4.89K - $5.62K
|
1.78K
$18.9K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-686- 3.17% |
$7.5K - $8.62K
|
21K
$223K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.05K- 6.2% |
$11.5K - $13.2K
|
15.9K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.32K- 5.44% |
$69.1K - $79.4K
|
110K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.8K- 9.57% |
$151K - $173K
|
130K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.5K- 3.27% |
$355K - $408K
|
962K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-55.4K- 71.79% |
$606K - $696K
|
21.8K
$232K
|