Purchases and Sales Made in Q4 2023 in Manulife Financial Corp (MFC)
This table provides information about the institutional ownership of Manulife Financial Corp (MFC) during Q4 2023. The information is specifically focused on institutions that hold shares of MANULIFE FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
980New |
$16.8K - $21.7K
|
980
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
952+ 0.4% |
$16.3K - $21.1K
|
240K
$7.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
938+ 5.87% |
$16.1K - $20.7K
|
16.9K
$507K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
938+ 3.05% |
$16.1K - $20.7K
|
31.7K
$949K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
904+ 1.02% |
$15.5K - $20K
|
89.9K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
896New |
$15.4K - $19.8K
|
896
$26.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
877+ 769.3% |
$15K - $19.4K
|
991
$29.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
858+ 42.79% |
$14.7K - $19K
|
2.86K
$85.8K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
820+ 2.58% |
$14.1K - $18.1K
|
32.6K
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
767+ 1.54% |
$13.1K - $17K
|
50.6K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$12.9K - $16.6K
|
750
$22.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
736New |
$12.6K - $16.3K
|
736
$22.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
722New |
$12.4K - $16K
|
722
$21.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
702+ 2.22% |
$12K - $15.5K
|
32.3K
$968K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
666New |
$11.4K - $14.7K
|
666
$20K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
661+ 72.88% |
$11.3K - $14.6K
|
1.57K
$47K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
648+ 469.57% |
$11.1K - $14.3K
|
786
$23.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
643+ 0.16% |
$11K - $14.2K
|
414K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
641+ 13.4% |
$11K - $14.2K
|
5.43K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
632+ 3.35% |
$10.8K - $14K
|
19.5K
$584K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
629New |
$10.8K - $13.9K
|
629
$18.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
605+ 100.0% |
$10.4K - $13.4K
|
1.21K
$36.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
605New |
$10.4K - $13.4K
|
605
$18.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
602New |
$10.3K - $13.3K
|
602
$18K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
600+ 6.0% |
$10.3K - $13.3K
|
10.6K
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
571New |
$9.79K - $12.6K
|
571
$17.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
568+ 5.74% |
$9.74K - $12.6K
|
10.5K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
524+ 5.21% |
$8.98K - $11.6K
|
10.6K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
480+ 50.31% |
$8.23K - $10.6K
|
1.43K
$43K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
480New |
$8.23K - $10.6K
|
480
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476New |
$8.16K - $10.5K
|
476
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
419+ 3.91% |
$7.18K - $9.27K
|
11.1K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
414New |
$7.1K - $9.16K
|
414
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
413+ 23.25% |
$7.08K - $9.14K
|
2.19K
$65.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
408+ 3.01% |
$6.99K - $9.02K
|
14K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
407+ 0.23% |
$6.98K - $9K
|
180K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
402New |
$6.89K - $8.89K
|
402
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
394+ 2.6% |
$6.75K - $8.72K
|
15.6K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
384New |
$6.58K - $8.49K
|
384
$11.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
381+ 92.93% |
$6.53K - $8.43K
|
791
$23.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
378New |
$6.48K - $8.36K
|
378
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
374+ 1.59% |
$6.41K - $8.27K
|
23.9K
$717K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
365+ 22.97% |
$6.26K - $8.07K
|
1.95K
$58.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
340+ 2.25% |
$5.83K - $7.52K
|
15.4K
$463K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
327New |
$5.6K - $7.23K
|
327
$9.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
324New |
$5.55K - $7.17K
|
324
$9.71K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
309+ 0.39% |
$5.3K - $6.84K
|
78.7K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
290+ 40.62% |
$4.97K - $6.41K
|
1K
$30.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
279+ 118.22% |
$4.78K - $6.17K
|
515
$15.4K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
277+ 1.85% |
$4.75K - $6.13K
|
15.2K
$457K
|