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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.98K- 3.88% |
$489K - $521K
|
198K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-847- 2.2% |
$51.9K - $55.3K
|
37.6K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.68K+ 16.53% |
$164K - $175K
|
18.9K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.6K- 1.25% |
$1.38M - $1.47M
|
1.78M
$114M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-650- 32.99% |
$39.8K - $42.4K
|
1.32K
$84.3K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.83K- 5.56% |
$112K - $119K
|
31K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.78K+ 7.68% |
$109K - $116K
|
25K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.37K+ 3.45% |
$329K - $350K
|
161K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-505- 5.09% |
$30.9K - $33K
|
9.42K
$602K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30.1K+ 4.79% |
$1.84M - $1.97M
|
659K
$42M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.5K+ 200.0% |
$766K - $817K
|
18.8K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-874- 6.98% |
$53.5K - $57K
|
11.6K
$744K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-858- 2.17% |
$52.5K - $56K
|
38.6K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
103New |
$6.31K - $6.72K
|
103
$6.58K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-632- 2.95% |
$38.7K - $41.2K
|
20.8K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
7.35KNew |
$450K - $480K
|
7.35K
$469K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-509- 2.09% |
$31.2K - $33.2K
|
23.9K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
9.33K+ 7.4% |
$571K - $609K
|
135K
$8.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3.74K- 0.62% |
$229K - $244K
|
603K
$38.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.51K- 2.61% |
$92.6K - $98.7K
|
56.4K
$3.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.35K+ 5.51% |
$144K - $153K
|
44.9K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-835- 19.5% |
$51.1K - $54.5K
|
3.45K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.56K- 14.4% |
$95.2K - $101K
|
9.24K
$590K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.19K+ 19.35% |
$73K - $77.9K
|
7.36K
$470K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
494K+ 382.01% |
$30.2M - $32.2M
|
623K
$39.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.2K+ 2.43% |
$1.3M - $1.38M
|
891K
$56.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-495- 6.46% |
$30.3K - $32.3K
|
7.17K
$458K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-18- 0.24% |
$1.1K - $1.17K
|
7.5K
$479K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-238- 0.77% |
$14.6K - $15.5K
|
30.6K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 9.58% |
$206K - $220K
|
38.6K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-457- 5.17% |
$28K - $29.8K
|
8.38K
$535K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
10.4K+ 7.74% |
$635K - $677K
|
144K
$9.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-189- 50.94% |
$11.6K - $12.3K
|
182
$11.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.54K+ 3.58% |
$217K - $231K
|
102K
$6.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.61K+ 1.09% |
$282K - $301K
|
428K
$27.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.97K- 4.48% |
$243K - $259K
|
84.7K
$5.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-808- 2.51% |
$49.5K - $52.7K
|
31.4K
$2.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.1K- 3.08% |
$190K - $202K
|
97.6K
$6.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-166- 30.97% |
$10.2K - $10.8K
|
370
$23.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 0.96% |
$715K - $868K
|
1.5M
$95.6M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
780New |
$39.2K - $47.7K
|
780
$49.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1KNew |
$50.3K - $61.1K
|
1K
$63.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.08% |
$503 - $611
|
11.9K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.18K- 8.8% |
$59.4K - $72.2K
|
12.2K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.25KNew |
$315K - $382K
|
6.25K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
30.8KNew |
$1.55M - $1.88M
|
30.8K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.49K+ 113.57% |
$427K - $519K
|
16K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.15KNew |
$360K - $437K
|
7.15K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-100- 0.12% |
$5.03K - $6.11K
|
83.3K
$5.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|