Mendota Financial Group, LLC John Hancock Financial Opportunities Fund Transaction History

Mendota Financial Group, LLC

$106 Billion
Q2 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	SELL	$31.82 - $39.45 $33,474 - $41,501	-1,052 Reduced 27.5%	2,774 $99 Million
Q3 2024 Oct 09, 2024	SELL	$27.89 - $33.45 $18,379 - $22,043	-659 Reduced 14.69%	3,826 $127 Million
Q2 2023 Jul 27, 2023	BUY	$22.99 - $30.46 $103,110 - $136,613	4,485 New	4,485 $120 Million

Others Institutions Holding BTO

# of Institutions

78

Shares Held

4.57M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.23M
Shares

$43.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

592K
Shares

$21 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

559K
Shares

$19.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$14.2 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

256K
Shares

$9.09 Million
0.0% 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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