Lincoln National Corp John Hancock Financial Opportunities Fund Transaction History

Lincoln National Corp

$3.11 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	SELL	$27.14 - $31.17 $97,649 - $112,149	-3,598 Reduced 10.87%	29,510 $872,000
Q4 2023 Feb 06, 2024	SELL	$23.12 - $30.96 $152,522 - $204,243	-6,597 Reduced 16.62%	33,108 $995,000
Q3 2023 Nov 03, 2023	SELL	$25.11 - $31.05 $27,872 - $34,465	-1,110 Reduced 2.72%	39,705 $1.04 Million
Q2 2023 Aug 04, 2023	BUY	$22.99 - $30.46 $87,201 - $115,534	3,793 Added 10.25%	40,815 $1.09 Million
Q1 2023 May 01, 2023	BUY	$28.14 - $38.2 $161,129 - $218,733	5,726 Added 18.3%	37,022 $1.13 Million
Q4 2022 Feb 07, 2023	BUY	$30.14 - $36.52 $50,213 - $60,842	1,666 Added 5.62%	31,296 $1.04 Million
Q3 2022 Nov 03, 2022	BUY	$31.2 - $39.84 $114,753 - $146,531	3,678 Added 14.17%	29,630 $935,000
Q2 2022 Aug 02, 2022	BUY	$32.16 - $40.08 $240,878 - $300,199	7,490 Added 40.57%	25,952 $964,000
Q1 2022 May 09, 2022	BUY	$40.2 - $52.03 $742,172 - $960,577	18,462 New	18,462 $742,000
Q1 2018 May 09, 2018	SELL	$36.89 - $40.76 $314,044 - $346,989	-8,513 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$34.68 - $39.59 $295,230 - $337,029	8,513	8,513 $335,000

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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