Institutional shares held 11.1 Million
0 calls
0 puts
Total value of holdings $736M
$0 calls
$0 puts
# of Institutions 108


Latest Institutional Activity in JHML

Top Purchases

Q1 2025
Goodman Advisory Group, LLC Shares Held: 734K ($48.8M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 46K ($3.06M)
Q1 2025
Sanchez Wealth Management Group Shares Held: 483K ($32.1M)
Q1 2025
E Rn Financial, LLC Shares Held: 75.1K ($4.99M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 6.12K ($407K)

Top Sells

Q1 2025
Hill Island Financial LLC Shares Held: 5.27K ($351K)
Q1 2025
Grimes & Company, Inc. Shares Held: 1.65M ($110M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 623K ($41.4M)
Q1 2025
Iam Advisory, LLC Shares Held: 324K ($21.6M)
Q1 2025
Chilton Capital Management LLC Shares Held: 12.2K ($814K)

About JHML

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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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