Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
71K+ 39.75% |
$725K - $789K
|
250K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.3KNew |
$483K - $525K
|
47.3K
$503K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.2KNew |
$318K - $346K
|
31.2K
$332K
|
|
Jan 31, 2025
Q4 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
30.3KNew |
$309K - $337K
|
30.3K
$322K
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
27.7K+ 38.04% |
$283K - $308K
|
101K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.6K+ 6.07% |
$251K - $273K
|
430K
$4.57M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22.2K+ 113.83% |
$226K - $246K
|
41.6K
$443K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
22KNew |
$224K - $244K
|
22K
$234K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 13.9% |
$192K - $209K
|
154K
$1.64M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.4K+ 16.21% |
$188K - $204K
|
132K
$1.4M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.1K+ 13.77% |
$184K - $201K
|
149K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 6.88% |
$168K - $182K
|
255K
$2.71M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 30.26% |
$111K - $121K
|
47K
$500K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.09K+ 10.84% |
$82.6K - $89.9K
|
82.7K
$880K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 12.89% |
$20.2K - $22K
|
17.4K
$185K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.63K+ 12.34% |
$16.7K - $18.1K
|
14.9K
$158K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
93+ 2.44% |
$950 - $1.03K
|
3.91K
$41.6K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
73New |
$745 - $811
|
73
$777
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-126- 0.19% |
$1.29K - $1.4K
|
65.4K
$696K
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-500- 2.12% |
$5.11K - $5.56K
|
23K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-662- 1.33% |
$6.76K - $7.35K
|
49.2K
$524K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1K- 8.92% |
$10.2K - $11.1K
|
10.2K
$109K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.68K- 4.91% |
$17.1K - $18.7K
|
32.5K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.05K- 2.87% |
$20.9K - $22.8K
|
69.4K
$738K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 7.02% |
$26.7K - $29K
|
34.6K
$368K
|
|
Feb 14, 2025
Q4 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-5.1K- 28.54% |
$52.1K - $56.7K
|
12.8K
$136K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-10.7K- 7.12% |
$109K - $118K
|
139K
$1.48M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-11.2K- 29.3% |
$114K - $124K
|
26.9K
$286K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.1K- 39.45% |
$124K - $134K
|
18.6K
$198K
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 39.79% |
$173K - $188K
|
25.6K
$273K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.3K- 19.91% |
$319K - $347K
|
126K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.5K- 60.85% |
$322K - $350K
|
20.3K
$216K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-176K- 78.01% |
$1.79M - $1.95M
|
49.5K
$526K
|