Purchases and Sales Made in Q4 2025 in John Hancock Multifactor Mid C (JHMM)
This table provides information about the institutional ownership of John Hancock Multifactor Mid C (JHMM) during Q4 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK MULTIFACTOR MID C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Nvest Wealth Strategies, Inc.
Powell, OH |
BUY
|
- |
432KNew |
$27.1M - $28.3M
|
432K
$27.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
53K+ 2.69% |
$3.32M - $3.47M
|
2.02M
$129M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45.5K+ 45.45% |
$2.86M - $2.98M
|
146K
$9.3M
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.3K+ 41.06% |
$1.21M - $1.27M
|
66.4K
$4.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
19K+ 1.99% |
$1.19M - $1.25M
|
973K
$62.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.8K+ 9.26% |
$1.12M - $1.17M
|
210K
$13.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 2.14% |
$886K - $925K
|
673K
$42.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14K+ 189.94% |
$877K - $916K
|
21.3K
$1.36M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.1KNew |
$694K - $725K
|
11.1K
$706K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.97K+ 21.13% |
$500K - $522K
|
45.7K
$2.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.43KNew |
$466K - $487K
|
7.43K
$474K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.92K+ 15.33% |
$371K - $388K
|
44.5K
$2.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.44K+ 13.56% |
$341K - $356K
|
45.5K
$2.91M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.86K+ 7.09% |
$242K - $253K
|
58.3K
$3.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.73K+ 14.93% |
$234K - $244K
|
28.7K
$1.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
3.48KNew |
$218K - $228K
|
3.48K
$222K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.2KNew |
$201K - $209K
|
3.2K
$204K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.35K+ 5.24% |
$148K - $154K
|
47.3K
$3.02M
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 36.04% |
$105K - $109K
|
6.29K
$401K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.66K+ 2.67% |
$104K - $109K
|
63.8K
$4.08M
|
|
|
Jan 30, 2026
Q4 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.35K+ 3.9% |
$84.5K - $88.3K
|
35.9K
$2.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27KNew |
$79.8K - $83.3K
|
1.27K
$81.1K
|
|
|
Jan 27, 2026
Q4 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
599+ 0.44% |
$37.6K - $39.3K
|
136K
$8.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
503+ 0.25% |
$31.6K - $33K
|
200K
$12.7M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
496+ 2.16% |
$31.1K - $32.5K
|
23.4K
$1.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
396+ 0.27% |
$24.9K - $26K
|
145K
$9.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
219+ 2.92% |
$13.7K - $14.4K
|
7.72K
$493K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
132New |
$8.28K - $8.65K
|
132
$8.43K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
101+ 1.97% |
$6.34K - $6.62K
|
5.24K
$334K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
78+ 0.58% |
$4.9K - $5.11K
|
13.6K
$866K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
53New |
$3.33K - $3.47K
|
53
$3.38K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
51New |
$3.2K - $3.34K
|
51
$3.26K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
45+ 0.57% |
$2.82K - $2.95K
|
8.01K
$511K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
23+ 0.03% |
$1.44K - $1.51K
|
83.5K
$5.33M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
21+ 0.29% |
$1.32K - $1.38K
|
7.19K
$459K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$314 - $328
|
5
$319
|
|
|
Jan 27, 2026
Q4 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
4+ 0.01% |
$251 - $262
|
42.1K
$2.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.49% |
$251 - $262
|
822
$52.5K
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.03% |
$188 - $197
|
8.68K
$554K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.65% |
$188 - $197
|
462
$29.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6- 0.02% |
$377 - $393
|
36.8K
$2.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-38- 0.38% |
$2.38K - $2.49K
|
10K
$640K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-46- 1.07% |
$2.89K - $3.01K
|
4.24K
$271K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-109- 0.37% |
$6.84K - $7.14K
|
29.1K
$1.86M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-125- 33.78% |
$7.85K - $8.19K
|
245
$15.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
SELL
|
- |
-161- 34.55% |
$10.1K - $10.6K
|
305
$19.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-220- 0.92% |
$13.8K - $14.4K
|
23.7K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-235- 10.01% |
$14.7K - $15.4K
|
2.11K
$135K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-401- 11.63% |
$25.2K - $26.3K
|
3.05K
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-424- 2.04% |
$26.6K - $27.8K
|
20.4K
$1.3M
|
|