Atria Wealth Solutions, Inc. John Hancock Financial Opportunities Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$26.36 - $29.09 $29,022 - $32,028	1,101 Added 11.85%	10,393 $291,000
Q1 2024 May 13, 2024	SELL	$27.14 - $31.17 $29,311 - $33,663	-1,080 Reduced 10.41%	9,292 $274,000
Q4 2023 Feb 02, 2024	SELL	$23.12 - $30.96 $56,042 - $75,047	-2,424 Reduced 18.94%	10,372 $311,000
Q3 2023 Nov 08, 2023	SELL	$25.11 - $31.05 $12,278 - $15,183	-489 Reduced 3.68%	12,796 $336,000
Q2 2023 Aug 03, 2023	BUY	$22.99 - $30.46 $305,422 - $404,661	13,285 New	13,285 $356,000
Q1 2023 Aug 22, 2023	BUY	$28.14 - $38.2 $35,400 - $48,055	1,258 Added 9.47%	14,543 $444,000
Q1 2023 May 10, 2023	BUY	$28.14 - $38.2 $409,240 - $555,542	14,543 New	14,543 $444,000
Q4 2022 Feb 13, 2023	SELL	$30.14 - $36.52 $192,715 - $233,508	-6,394 Closed	0 $0
Q3 2022 Nov 14, 2022	SELL	$31.2 - $39.84 $239,740 - $306,130	-7,684 Reduced 54.58%	6,394 $202,000
Q2 2022 Aug 15, 2022	SELL	$32.16 - $40.08 $47,821 - $59,598	-1,487 Reduced 9.55%	14,078 $523,000
Q1 2022 May 16, 2022	BUY	$40.2 - $52.03 $625,713 - $809,846	15,565 New	15,565 $626,000

Others Institutions Holding BTO

# of Institutions

82

Shares Held

4.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.28M
Shares

$43.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

596K
Shares

$20.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$13.8 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

228K
Shares

$7.84 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

227K
Shares

$7.8 Million
0.3% of portfolio

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...

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