Kelly Financial Services LLC John Hancock Financial Opportunities Fund Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Jul 17, 2024	SELL	$29.41 - $39.09 $7,852 - $10,437	-267 Closed	0 $0
Q4 2020 Jul 17, 2024	BUY	$21.23 - $30.93 $148 - $216	7 Added 2.69%	267 $8.1 Million
Q2 2020 Jul 17, 2024	BUY	$16.16 - $27.45 $4,201 - $7,137	260 New	260 $5.97 Million

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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