Institutional shares held 51 Million
0 calls
0 puts
Total value of holdings $2.74B
$0 calls
$0 puts
# of Institutions 263


Latest Institutional Activity in JHMM

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 617K ($33.2M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 414K ($22.3M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 831K ($44.7M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 19.8K ($1.07M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 17.7K ($955K)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 37.9K ($2.04M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 70.9K ($3.82M)
Q1 2025
Fragasso Group Inc. Shares Held: 108K ($5.81M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 94.8K ($5.1M)
Q1 2025
Vicus Capital Shares Held: 7.55K ($406K)

About JHMM

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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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