Institutional Ownership John Hancock Multifactor Large (JHML)
This table provides information about the institutional ownership of John Hancock Multifactor Large (JHML). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,686,491
shares
|
$122 Million
3.42% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,282,191
shares
|
$92.9 Million
0.02% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
992,781
shares
|
$71.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
831,790
shares
|
$60.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
694,567
shares
|
$50.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
473,168
shares
|
$34.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
433,234
shares
|
$31.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
424,503
shares
|
$30.7 Million
9.54% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
420,461
shares
|
$30.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
360,239
shares
|
$26.1 Million
7.57% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
333,192
shares
|
$24.1 Million
5.91% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
316,141
shares
|
$22.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
258,149
shares
|
$18.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
213,428
shares
|
$15.5 Million
0.1% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
141,597
shares
|
$10.3 Million
6.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
114,836
shares
|
$8.32 Million
0.99% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
101,029
shares
|
$7.32 Million
3.1% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
101,029
shares
|
$7.32 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
79,700
shares
|
$5.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
77,646
shares
|
$5.62 Million
1.54% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
63,727
shares
|
$4.62 Million
0.68% of portfolio
|
Q4 2024
Added 44.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
63,170
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
61,842
shares
|
$4.48 Million
0.44% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
56,855
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
53,751
shares
|
$3.89 Million
0.78% of portfolio
|
Q3 2024
Added 3.61%
|