Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
John Hancock Multifactor Large Cap ETFA (JHML)  
$64.07 0.13 (0.2%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    2
Total shares held : 
 9,618,184  
% of shares held : 
 44.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -25,337  
% of shares held change : 
   -0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.72  
Last Quarter's Ending Price : 
 $58.81  
Last Quarter's Average Price : 
 $54.96  
Change from last quarter's     
avg. price to the last closing  : 
9.11 (16.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 26,159
 0.27%
 
Increased Positions :
29
 449,996
 4.68%
 
Unchanged Positions :
23
 217,141
 2.26%
 
Decreased Positions :
32
-375,684
-3.91%
 
Closed Positions :
8
-125,808
-1.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GRIMES & COMPANY INC 6 - 2024-03-31 1,710,875 $110,796,000 9,320
   AMERIPRISE FINANCIAL INC 765 - 2023-12-31 859,379 $50,543,000 212,285
   COMMONWEALTH EQUITY SERVICES LLC. 366 - 2024-03-31 472,350 $30,589,000 1,049
   Sanchez Wealth Management Group 2 - 2024-03-31 400,780 $25,955,000 7,306
   Kestra Advisory Services LLC 206 - 2023-12-31 222,766 $13,101,000 3,004
   H D Vest Advisory Services 138 - 2024-03-31 197,729 $12,805,000 14,186
   ENVESTNET ASSET MANAGEMENT INC 1485 - 2023-12-31 158,639 $9,330,000 2,847
   Foundry Financial Group Inc. 3 - 2024-03-31 139,042 $9,004,000 11,913
   Cooper Financial Group 17 - 2024-03-31 110,117 $7,131,000 1,109
   Capital Investment Advisory Services LLC 60 - 2024-03-31 54,978 $3,560,000 99
   Schneider Downs Wealth Management Advisors LP 23 - 2024-03-31 50,673 $3,282,000 5,646
   PARSONS CAPITAL MANAGEMENT INC/RI 116 - 2024-03-31 42,968 $2,783,000 570
   FCA CORP /TX 52 - 2024-03-31 34,626 $2,242,000 1,276
   SigFig Wealth Management LLC 84 - 2024-03-31 26,968 $1,746,000 3,669
   ATRIA INVESTMENTS LLC 669 - 2023-12-31 28,058 $1,650,000 6,441
   Rossmore Private Capital 90 - 2023-12-31 25,750 $1,514,000 1,000
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 151 - 2024-03-31 21,409 $1,381,000 21,409
   Perennial Investment Advisors LLC 95 - 2023-12-31 19,901 $1,170,000 40
   JOURNEY STRATEGIC WEALTH LLC 56 - 2023-12-31 19,047 $1,120,000 9,073
   TNF LLC 32 - 2024-03-31 15,891 $991,000 1,656
   OPPENHEIMER & CO INC 790 - 2024-03-31 13,316 $862,000 158
   GOLDMAN SACHS GROUP INC/ 3688 - 2023-12-31 11,585 $681,000 11,585
   Equitable Holdings Inc. 789 - 2023-12-31 8,074 $475,000 874
   Tyler-Stone Wealth Management 104 - 2023-12-31 6,666 $392,000 3
   FINANCIAL NETWORK 2195 - 2023-12-31 5,422 $319,000 610
   Simplicity WealthLLC 948 - 2024-03-31 4,249 $275,000 27
   Goss Wealth Management LLC 1811 - 2023-12-31 2,398 $141,000 2,369
   Coastal Investment Advisors Inc. 678 - 2024-03-31 191 $12,000 191
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us