Fny Investment Advisers, LLC John Hancock Financial Opportunities Fund Transaction History

Fny Investment Advisers, LLC

$194 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$37.43 - $44.1 $74,860 - $88,200	-2,000 Closed	0 $0
Q2 2021 Jul 14, 2021	SELL	$35.95 - $44.45 $41,450 - $51,250	-1,153 Reduced 36.57%	2,000 $75,000
Q1 2021 Apr 12, 2021	BUY	$29.41 - $39.09 $72,466 - $96,317	2,464 Added 357.62%	3,153 $121,000
Q4 2020 Jan 19, 2021	BUY	$21.23 - $30.93 $14,627 - $21,310	689 New	689 $20,000
Q1 2020 Apr 09, 2020	SELL	$12.35 - $36.81 $43,410 - $129,387	-3,515 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$30.69 - $36.3 $107,875 - $127,594	3,515 New	3,515 $127,000
Q3 2019 Oct 25, 2019	SELL	$29.53 - $33.42 $119,094 - $134,782	-4,033 Closed	0 $0
Q2 2019 Jul 24, 2019	BUY	$30.56 - $34.61 $123,248 - $139,582	4,033 New	4,033 $129,000

Others Institutions Holding BTO

# of Institutions

85

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.29M
Shares

$41.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

577K
Shares

$18.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

525K
Shares

$17.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$13 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

256K
Shares

$8.32 Million
0.0% 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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