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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
154+ 0.72% |
$10.2K - $11.2K
|
21.7K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.19KNew |
$277K - $306K
|
4.19K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
41New |
$2.71K - $2.99K
|
41
$3.22K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.13KNew |
$216K - $230K
|
3.13K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.59KNew |
$315K - $337K
|
4.59K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
80+ 0.67% |
$5.5K - $5.88K
|
12K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-316- 80.82% |
$21.7K - $23.2K
|
75
$5.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-927- 3.27% |
$63.8K - $68.1K
|
27.5K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.96KNew |
$204K - $218K
|
2.96K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
40.6KNew |
$2.8M - $2.98M
|
40.6K
$3.19M
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
356New |
$22.3K - $24.7K
|
356
$27.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-381- 11.45% |
$23.9K - $26.5K
|
2.95K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101KNew |
$6.33M - $7.02M
|
101K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-93- 1.33% |
$5.82K - $6.46K
|
6.92K
$543K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.93KNew |
$183K - $203K
|
2.93K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
101KNew |
$6.33M - $7.02M
|
101K
$7.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.01% |
$62.6 - $69.4
|
6.93K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-103- 1.68% |
$6.45K - $7.15K
|
6.04K
$474K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.63K- 39.12% |
$227K - $252K
|
5.65K
$444K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5- 1.79% |
$313 - $347
|
275
$21.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.45K+ 8.8% |
$90.5K - $100K
|
17.9K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
154New |
$9.64K - $10.7K
|
154
$12.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-62- 0.59% |
$3.88K - $4.31K
|
10.5K
$826K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.31K- 5.73% |
$145K - $161K
|
38.1K
$2.99M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6- 2.91% |
$367 - $393
|
200
$15.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
329New |
$20.1K - $21.6K
|
329
$25.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.52% |
$61.2 - $65.6
|
192
$15.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
1.42KNew |
$86.8K - $93.1K
|
1.42K
$111K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
523+ 9.65% |
$30.3K - $33.9K
|
5.95K
$467K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.64KNew |
$153K - $171K
|
2.64K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-345- 5.84% |
$20K - $22.3K
|
5.56K
$437K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
180New |
$9.12K - $10.6K
|
180
$14.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
298New |
$15.1K - $17.6K
|
298
$23.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$206K - $240K
|
4.06K
$319K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.41KNew |
$173K - $202K
|
3.41K
$268K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-249Closed |
$13.1K - $14.1K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
211New |
$11.1K - $12K
|
211
$16.6K
|
|
| 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
$11.1K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 22.41% |
$118K - $128K
|
13.1K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
521New |
$25.5K - $27.9K
|
521
$40.9K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-120- 1.91% |
$5.88K - $6.42K
|
6.15K
$483K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
797New |
$39.1K - $42.6K
|
797
$62.6K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.2KNew |
$237K - $273K
|
5.2K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.23KNew |
$193K - $222K
|
4.23K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.71K+ 14.06% |
$169K - $195K
|
30.1K
$2.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.64KNew |
$120K - $138K
|
2.64K
$207K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
161New |
$7.33K - $8.44K
|
161
$12.6K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
189New |
$8.59K - $10.2K
|
189
$14.8K
|
|