A detailed history of Samalin Investment Counsel, LLC transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 24,862 shares of BTO stock, worth $976,579. This represents 0.37% of its overall portfolio holdings.

Number of Shares
24,862
Previous 25,570 2.77%
Holding current value
$976,579
Previous $716,000 15.08%
% of portfolio
0.37%
Previous 0.35%

Shares

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

Nov 13, 2024

SELL
$27.89 - $33.45 $19,746 - $23,682
-708 Reduced 2.77%
24,862 $824,000
Q2 2024

Aug 13, 2024

BUY
$26.36 - $29.09 $52,482 - $57,918
1,991 Added 8.44%
25,570 $716,000
Q1 2024

May 13, 2024

BUY
$27.14 - $31.17 $40,818 - $46,879
1,504 Added 6.81%
23,579 $697,000
Q4 2023

Feb 14, 2024

BUY
$23.12 - $30.96 $141,378 - $189,320
6,115 Added 38.31%
22,075 $664,000
Q3 2023

Nov 13, 2023

BUY
$25.11 - $31.05 $165,600 - $204,774
6,595 Added 70.42%
15,960 $419,000
Q2 2023

Aug 03, 2023

BUY
$22.99 - $30.46 $215,301 - $285,257
9,365 New
9,365 $251,000

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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