Latest Institutional Transactions on John Hancock Multifactor Mid C (JHMM)
This table provides information on the latest institutional transactions involving John Hancock Multifactor Mid C (JHMM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.13% |
$119 - $130
|
1.51K
$95K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.93K+ 15.8% |
$294K - $319K
|
36.1K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.13K+ 1.35% |
$186K - $203K
|
234K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.47KNew |
$326K - $355K
|
5.47K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9.11K- 1.52% |
$543K - $590K
|
590K
$37.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.26K+ 100.0% |
$373K - $405K
|
12.5K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
693KNew |
$41.3M - $44.9M
|
693K
$43.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.57K+ 12.77% |
$273K - $296K
|
40.4K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.68K- 14.96% |
$398K - $433K
|
38K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23KNew |
$1.37M - $1.49M
|
23K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-37.4K- 25.86% |
$2.23M - $2.43M
|
107K
$6.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.74K- 1.87% |
$342K - $372K
|
301K
$19M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 14.56% |
$5.48K - $5.96K
|
540
$34K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
79+ 5.18% |
$4.71K - $5.12K
|
1.6K
$101K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
260+ 0.33% |
$15.5K - $16.8K
|
78.4K
$4.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.03KNew |
$61.4K - $66.7K
|
1.03K
$64.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.96K- 1.84% |
$415K - $451K
|
372K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
190+ 0.87% |
$11.3K - $12.3K
|
22.1K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-592- 10.2% |
$35.3K - $38.4K
|
5.21K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-145- 0.07% |
$8.64K - $9.4K
|
211K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-83.2K- 72.66% |
$4.96M - $5.39M
|
31.3K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-214- 3.5% |
$12.8K - $13.9K
|
5.9K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.58K- 17.67% |
$154K - $167K
|
12K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.84K+ 73.62% |
$467K - $508K
|
18.5K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
122+ 0.49% |
$7.27K - $7.91K
|
25K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 3.68% |
$1.28M - $1.39M
|
560K
$35.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
174+ 0.5% |
$10.4K - $11.3K
|
35.2K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16.2K+ 2.08% |
$969K - $1.05M
|
797K
$50.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-1.72K- 0.87% |
$103K - $112K
|
197K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-71- 14.7% |
$4.23K - $4.6K
|
412
$25.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-246- 0.41% |
$14.7K - $15.9K
|
60K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
10.7K+ 4.54% |
$636K - $692K
|
246K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.51K+ 0.82% |
$90.2K - $98K
|
185K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-2.07K- 5.51% |
$124K - $134K
|
35.5K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
853+ 0.7% |
$50.8K - $55.3K
|
123K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-160- 1.87% |
$9.54K - $10.4K
|
8.39K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.17% |
$77.6K - $84.4K
|
110K
$6.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
359+ 4.74% |
$21.4K - $23.3K
|
7.93K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-46- 0.56% |
$2.74K - $2.98K
|
8.23K
$518K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$59.6 - $64.8
|
3.44K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 0.6% |
$298 - $324
|
841
$53K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35.4KNew |
$2.11M - $2.29M
|
35.4K
$2.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
368New |
$21.9K - $23.8K
|
368
$23.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-233- 4.83% |
$13.9K - $15.1K
|
4.59K
$289K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13K+ 58.64% |
$708K - $785K
|
35.3K
$2.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
68.5KNew |
$3.72M - $4.13M
|
68.5K
$4.32M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.1K+ 2.52% |
$168K - $187K
|
126K
$7.95M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
385New |
$20.9K - $23.2K
|
385
$24.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
384+ 4.54% |
$20.8K - $23.1K
|
8.84K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.1K+ 52.28% |
$1.79M - $1.99M
|
96.3K
$6.06M
|
|