A detailed history of L.M. Kohn & Company transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, L.M. Kohn & Company holds 12,691 shares of BTO stock, worth $498,375. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,691
Previous 12,266 3.46%
Holding current value
$498,375
Previous $343,000 22.45%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Nov 14, 2024

BUY
$27.89 - $33.45 $11,853 - $14,216
425 Added 3.46%
12,691 $420,000
Q2 2024

Jul 30, 2024

SELL
$26.36 - $29.09 $922 - $1,018
-35 Reduced 0.28%
12,266 $343,000
Q1 2024

Apr 25, 2024

BUY
$27.14 - $31.17 $24,154 - $27,741
890 Added 7.8%
12,301 $363,000
Q4 2023

Feb 09, 2024

BUY
$23.12 - $30.96 $47,858 - $64,087
2,070 Added 22.16%
11,411 $343,000
Q3 2023

Nov 06, 2023

BUY
$25.11 - $31.05 $2,511 - $3,105
100 Added 1.08%
9,341 $245,000
Q2 2023

Aug 08, 2023

BUY
$22.99 - $30.46 $11,311 - $14,986
492 Added 5.62%
9,241 $247,000
Q1 2023

May 08, 2023

SELL
$28.14 - $38.2 $6,753 - $9,168
-240 Reduced 2.67%
8,749 $267,000
Q4 2022

Feb 08, 2023

BUY
$30.14 - $36.52 $21,128 - $25,600
701 Added 8.46%
8,989 $299,000
Q3 2022

Oct 19, 2022

SELL
$31.2 - $39.84 $530 - $677
-17 Reduced 0.2%
8,288 $262,000
Q1 2022

May 25, 2022

BUY
$40.2 - $52.03 $333,861 - $432,109
8,305 New
8,305 $334,000

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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