Latest Institutional Transactions on John Hancock Multifactor Large (JHML)
This table provides information on the latest institutional transactions involving John Hancock Multifactor Large (JHML) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.55K- 45.69% |
$156K - $167K
|
3.03K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.07% |
$428 - $459
|
9.97K
$697K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-323- 0.8% |
$19.8K - $21.2K
|
40.1K
$2.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.74K- 5.41% |
$229K - $245K
|
65.4K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
331+ 4.03% |
$20.2K - $21.7K
|
8.54K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-744- 56.36% |
$45.5K - $48.8K
|
576
$40.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-184- 2.59% |
$11.3K - $12.1K
|
6.93K
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2+ 0.04% |
$122 - $131
|
5.31K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-628- 3.38% |
$38.4K - $41.2K
|
18K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.14K+ 4.62% |
$559K - $600K
|
207K
$14.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 6.67% |
$110K - $118K
|
28.8K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.9K+ 6.85% |
$2.87M - $3.08M
|
732K
$51.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
320+ 2.4% |
$19.6K - $21K
|
13.6K
$954K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.2K+ 2.38% |
$73.6K - $79K
|
51.9K
$3.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.7K- 2.24% |
$1.39M - $1.49M
|
993K
$69.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
46.1KNew |
$2.82M - $3.03M
|
46.1K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1K- 5.54% |
$61.4K - $65.8K
|
17.1K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-980- 6.29% |
$59.9K - $64.3K
|
14.6K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
145+ 2.11% |
$8.87K - $9.51K
|
7.01K
$490K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
316+ 421.33% |
$19.3K - $20.7K
|
391
$27.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-723- 3.18% |
$44.2K - $47.4K
|
22K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
329New |
$20.1K - $21.6K
|
329
$23K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
229+ 0.53% |
$14K - $15K
|
43.2K
$3.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.79K+ 1.2% |
$293K - $314K
|
406K
$28.4M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-990- 15.79% |
$60.5K - $64.9K
|
5.28K
$369K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.14KNew |
$376K - $403K
|
6.14K
$430K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.52% |
$61.2 - $65.6
|
192
$13.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
11.4K+ 10.36% |
$698K - $748K
|
122K
$8.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.09K+ 119.7% |
$311K - $334K
|
9.34K
$653K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1.42KNew |
$86.8K - $93.1K
|
1.42K
$99.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.56K+ 22.11% |
$148K - $166K
|
14.1K
$990K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 14.87% |
$63.9K - $71.6K
|
6.33K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
523+ 9.65% |
$30.3K - $33.9K
|
5.95K
$416K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-329- 5.09% |
$19K - $21.3K
|
6.13K
$429K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.64KNew |
$153K - $171K
|
2.64K
$185K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
720New |
$41.6K - $46.6K
|
720
$50.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-345- 5.84% |
$20K - $22.3K
|
5.56K
$389K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-724- 62.96% |
$41.9K - $46.9K
|
426
$29.8K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$666K - $777K
|
13.1K
$919K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180New |
$9.12K - $10.6K
|
180
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1K+ 4.04% |
$50.7K - $59.2K
|
25.8K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
298New |
$15.1K - $17.6K
|
298
$20.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$284K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$173K - $202K
|
3.41K
$239K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-249Closed |
$13.1K - $14.1K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-25- 0.36% |
$1.32K - $1.42K
|
6.87K
$480K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
211New |
$11.1K - $12K
|
211
$14.8K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
141New |
$7.17K - $7.74K
|
141
$9.86K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
521New |
$25.5K - $27.9K
|
521
$36.4K
|
|