Capital Analysts, LLC John Hancock Financial Opportunities Fund Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$25.11 - $31.05 $5,022 - $6,210	200 New	200 $5,000
Q4 2021 Feb 10, 2022	SELL	$41.47 - $46.59 $4,893 - $5,497	-118 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$37.43 - $44.1 $13,474 - $15,876	-360 Reduced 75.31%	118 $5,000
Q2 2021 Aug 05, 2021	BUY	$35.95 - $44.45 $17,184 - $21,247	478 New	478 $18,000

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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