Legacy Financial Advisors, Inc. John Hancock Financial Opportunities Fund Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$30.56 - $34.61 $70,226 - $79,533	-2,298 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$28.81 - $35.37 $28 - $35	-1 Reduced 0.04%	2,298 $73,000
Q4 2018 Jan 16, 2019	BUY	$26.17 - $37.63 $26 - $37	1 Added 0.04%	2,299 $64,000
Q4 2017 Feb 09, 2018	BUY	$34.68 - $39.59 $79,694 - $90,977	2,298	2,298 $90,000

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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