Benjamin F. Edwards & Company, Inc. John Hancock Financial Opportunities Fund Transaction History

Benjamin F. Edwards & Company, Inc.

$5.69 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$23.12 - $30.96 $1,156 - $1,548	50 New	50 $2,000
Q1 2022 May 04, 2022	SELL	$40.2 - $52.03 $17,245 - $22,320	-429 Reduced 89.56%	50 $2,000
Q2 2021 Aug 11, 2021	SELL	$35.95 - $44.45 $14,380 - $17,780	-400 Reduced 45.51%	479 $18,000
Q1 2021 May 14, 2021	SELL	$29.41 - $39.09 $9,440 - $12,547	-321 Reduced 26.75%	879 $34,000
Q2 2020 Aug 14, 2020	BUY	$16.16 - $27.45 $5,769 - $9,799	357 Added 42.35%	1,200 $28,000
Q1 2020 May 07, 2020	SELL	$12.35 - $36.81 $3,976 - $11,852	-322 Reduced 27.64%	843 $15,000
Q4 2019 Feb 06, 2020	BUY	$30.69 - $36.3 $9,360 - $11,071	305 Added 35.47%	1,165 $42,000
Q1 2019 May 15, 2019	BUY	$28.81 - $35.37 $15,240 - $18,710	529 Added 159.82%	860 $27,000
Q4 2018 Jan 31, 2019	BUY	$26.17 - $37.63 $8,662 - $12,455	331 New	331 $9,000

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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin F. Edwards & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Benjamin F. Edwards & Company, Inc. with notifications on news.