A detailed history of J.W. Cole Advisors, Inc. transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 8,937 shares of BTO stock, worth $315,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,937
Previous 8,817 1.36%
Holding current value
$315,476
Previous $246,000 20.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$27.89 - $33.45 $3,346 - $4,014
120 Added 1.36%
8,937 $296,000
Q2 2024

Aug 08, 2024

BUY
$26.36 - $29.09 $3,005 - $3,316
114 Added 1.31%
8,817 $246,000
Q1 2024

Apr 30, 2024

BUY
$27.14 - $31.17 $35,146 - $40,365
1,295 Added 17.48%
8,703 $257,000
Q4 2023

Jan 31, 2024

BUY
$23.12 - $30.96 $171,272 - $229,351
7,408 New
7,408 $222,000
Q1 2023

May 03, 2023

SELL
$28.14 - $38.2 $27,830 - $37,779
-989 Reduced 11.05%
7,964 $243,000
Q4 2022

Feb 14, 2023

BUY
$30.14 - $36.52 $2,652 - $3,213
88 Added 0.99%
8,953 $298,000
Q3 2022

Oct 31, 2022

SELL
$31.2 - $39.84 $13,634 - $17,410
-437 Reduced 4.7%
8,865 $280,000
Q2 2022

Jul 27, 2022

SELL
$32.16 - $40.08 $13,957 - $17,394
-434 Reduced 4.46%
9,302 $345,000
Q1 2022

Jun 10, 2022

SELL
$40.2 - $52.03 $15.3 Million - $19.9 Million
-381,636 Reduced 97.51%
9,736 $391,000
Q1 2022

May 16, 2022

BUY
$40.2 - $52.03 $15.3 Million - $19.9 Million
381,693 Added 3943.52%
391,372 $10,000
Q4 2021

Jan 25, 2022

BUY
$41.47 - $46.59 $38,401 - $43,142
926 Added 10.58%
9,679 $451,000
Q3 2021

Oct 26, 2021

BUY
$37.43 - $44.1 $327,624 - $386,007
8,753 New
8,753 $372,000

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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