A detailed history of Northwestern Mutual Wealth Management CO transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 146 shares of BTO stock, worth $5,098. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 80 82.5%
Holding current value
$5,098
Previous $2,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$27.89 - $33.45 $1,840 - $2,207
66 Added 82.5%
146 $4,000
Q4 2023

Feb 13, 2024

SELL
$23.12 - $30.96 $22,218 - $29,752
-961 Reduced 92.32%
80 $2,000
Q3 2023

Nov 14, 2023

BUY
$25.11 - $31.05 $9,943 - $12,295
396 Added 61.4%
1,041 $27,000
Q2 2023

Aug 14, 2023

SELL
$22.99 - $30.46 $26,208 - $34,724
-1,140 Reduced 63.87%
645 $17,000
Q1 2023

May 15, 2023

BUY
$28.14 - $38.2 $16,602 - $22,538
590 Added 49.37%
1,785 $54,000
Q4 2022

Feb 21, 2023

BUY
$30.14 - $36.52 $16,577 - $20,086
550 Added 85.27%
1,195 $39,000
Q2 2022

Aug 04, 2022

BUY
$32.16 - $40.08 $18,170 - $22,645
565 Added 706.25%
645 $24,000
Q1 2022

May 09, 2022

SELL
$40.2 - $52.03 $40 - $52
-1 Reduced 1.23%
80 $3,000
Q4 2021

Feb 03, 2022

BUY
$41.47 - $46.59 $41 - $46
1 Added 1.25%
81 $4,000
Q2 2021

Aug 13, 2021

SELL
$35.95 - $44.45 $67,406 - $83,343
-1,875 Reduced 95.91%
80 $3,000
Q1 2021

May 14, 2021

SELL
$29.41 - $39.09 $37,674 - $50,074
-1,281 Reduced 39.59%
1,955 $75,000
Q4 2020

Feb 12, 2021

SELL
$21.23 - $30.93 $14,691 - $21,403
-692 Reduced 17.62%
3,236 $98,000
Q3 2020

Nov 13, 2020

BUY
$19.76 - $24.1 $76,036 - $92,736
3,848 Added 4810.0%
3,928 $84,000
Q2 2020

Aug 14, 2020

BUY
$16.16 - $27.45 $1,292 - $2,196
80 New
80 $2,000
Q1 2020

May 08, 2020

SELL
$12.35 - $36.81 $6,175 - $18,405
-500 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$30.69 - $36.3 $15,345 - $18,150
500 New
500 $18,000
Q4 2018

Feb 12, 2019

SELL
$26.17 - $37.63 $15,937 - $22,916
-609 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$37.1 - $40.0 $7,420 - $8,000
-200 Reduced 24.72%
609 $23,000
Q1 2018

May 14, 2018

SELL
$36.89 - $40.76 $4,648 - $5,135
-126 Reduced 13.48%
809 $31,000
Q4 2017

Jan 31, 2018

BUY
$34.68 - $39.59 $21,120 - $24,110
609 Added 186.81%
935 $37,000
Q2 2017

Aug 10, 2017

BUY
N/A
326
326 $12,000

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
Track This Portfolio

Track Northwestern Mutual Wealth Management CO Portfolio

Follow Northwestern Mutual Wealth Management CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwestern Mutual Wealth Management CO, based on Form 13F filings with the SEC.

News

Stay updated on Northwestern Mutual Wealth Management CO with notifications on news.