A detailed history of Allworth Financial LP transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Allworth Financial LP holds 3,386 shares of BTO stock, worth $131,783. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,386
Previous 3,384 0.06%
Holding current value
$131,783
Previous $94,000 19.15%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$27.89 - $33.45 $55 - $66
2 Added 0.06%
3,386 $112,000
Q2 2024

Jul 23, 2024

BUY
$26.36 - $29.09 $79 - $87
3 Added 0.09%
3,384 $94,000
Q1 2024

Apr 25, 2024

SELL
$27.14 - $31.17 $5,672 - $6,514
-209 Reduced 5.82%
3,381 $100,000
Q4 2023

Jan 24, 2024

BUY
$23.12 - $30.96 $5,017 - $6,718
217 Added 6.43%
3,590 $107,000
Q2 2023

Jul 18, 2023

BUY
$22.99 - $30.46 $1,402 - $1,858
61 Added 1.84%
3,373 $90,000
Q1 2023

Apr 18, 2023

BUY
$28.14 - $38.2 $1,463 - $1,986
52 Added 1.6%
3,312 $101,000
Q4 2022

Jan 13, 2023

SELL
$30.14 - $36.52 $7,595 - $9,203
-252 Reduced 7.18%
3,260 $0
Q3 2022

Oct 18, 2022

SELL
$31.2 - $39.84 $14,227 - $18,167
-456 Reduced 11.49%
3,512 $111,000
Q2 2022

Jul 13, 2022

BUY
$32.16 - $40.08 $19,199 - $23,927
597 Added 17.71%
3,968 $147,000
Q1 2022

Apr 22, 2022

BUY
$40.2 - $52.03 $41,446 - $53,642
1,031 Added 44.06%
3,371 $136,000
Q4 2021

Jan 21, 2022

BUY
$41.47 - $46.59 $1,119 - $1,257
27 Added 1.17%
2,340 $109,000
Q3 2021

Nov 02, 2021

BUY
$37.43 - $44.1 $1,048 - $1,234
28 Added 1.23%
2,313 $98,000
Q2 2021

Aug 02, 2021

BUY
$35.95 - $44.45 $78,550 - $97,123
2,185 Added 2185.0%
2,285 $86,000
Q1 2020

Apr 17, 2020

BUY
$12.35 - $36.81 $1,235 - $3,681
100 New
100 $2,000

Others Institutions Holding BTO

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND


  • Ticker BTO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...
More about BTO
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