A detailed history of Steward Partners Investment Advisory, LLC transactions in John Hancock Financial Opportunities Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,495 shares of BTO stock, worth $203,864. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,495
Previous 6,077 9.58%
Holding current value
$203,864
Previous $179,000 14.53%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$26.36 - $29.09 $15,341 - $16,930
-582 Reduced 9.58%
5,495 $153,000
Q1 2024

May 15, 2024

SELL
$27.14 - $31.17 $64,593 - $74,184
-2,380 Reduced 28.14%
6,077 $179,000
Q4 2023

Feb 12, 2024

SELL
$23.12 - $30.96 $19,675 - $26,346
-851 Reduced 9.14%
8,457 $254,000
Q3 2023

Nov 13, 2023

SELL
$25.11 - $31.05 $24,858 - $30,739
-990 Reduced 9.61%
9,308 $244,000
Q2 2023

Aug 14, 2023

SELL
$22.99 - $30.46 $1.39 Million - $1.84 Million
-60,346 Reduced 85.42%
10,298 $276,000
Q1 2023

May 15, 2023

SELL
$28.14 - $38.2 $472,329 - $641,187
-16,785 Reduced 19.2%
70,644 $2.16 Million
Q4 2022

Feb 15, 2023

BUY
$30.14 - $36.52 $225,597 - $273,352
7,485 Added 9.36%
87,429 $2.91 Million
Q3 2022

Nov 10, 2022

BUY
$31.2 - $39.84 $279,115 - $356,408
8,946 Added 12.6%
79,944 $2.52 Million
Q2 2022

Aug 04, 2022

BUY
$32.16 - $40.08 $290,855 - $362,483
9,044 Added 14.6%
70,998 $2.64 Million
Q1 2022

May 02, 2022

BUY
$40.2 - $52.03 $213,823 - $276,747
5,319 Added 9.39%
61,954 $2.49 Million
Q4 2021

Feb 08, 2022

BUY
$41.47 - $46.59 $8,211 - $9,224
198 Added 0.35%
56,635 $2.64 Million
Q3 2021

Nov 12, 2021

BUY
$37.43 - $44.1 $145,190 - $171,063
3,879 Added 7.38%
56,437 $2.4 Million
Q2 2021

Aug 13, 2021

BUY
$35.95 - $44.45 $10,785 - $13,335
300 Added 0.57%
52,558 $1.97 Million
Q1 2021

May 14, 2021

BUY
$29.41 - $39.09 $332,333 - $441,717
11,300 Added 27.59%
52,258 $2.01 Million
Q4 2020

Feb 11, 2021

BUY
$21.23 - $30.93 $109,546 - $159,598
5,160 Added 14.41%
40,958 $1.24 Million
Q3 2020

Oct 30, 2020

BUY
$19.76 - $24.1 $9,880 - $12,050
500 Added 1.42%
35,798 $767,000
Q2 2020

Aug 06, 2020

SELL
$16.16 - $27.45 $29,492 - $50,096
-1,825 Reduced 4.92%
35,298 $810,000
Q1 2020

Apr 29, 2020

SELL
$12.35 - $36.81 $6,162 - $18,368
-499 Reduced 1.33%
37,123 $680,000
Q4 2019

Jan 17, 2020

BUY
$30.69 - $36.3 $403,819 - $477,635
13,158 Added 53.79%
37,622 $1.37 Million
Q3 2019

Oct 30, 2019

BUY
$29.53 - $33.42 $361,299 - $408,893
12,235 Added 100.05%
24,464 $787,000
Q2 2019

Jul 25, 2019

BUY
$30.56 - $34.61 $373,718 - $423,245
12,229 New
12,229 $393,000
Q4 2018

Jan 15, 2019

SELL
$26.17 - $37.63 $52,758 - $75,862
-2,016 Closed
0 $0
Q3 2018

Oct 23, 2018

BUY
$36.88 - $39.2 $14,420 - $15,327
391 Added 24.06%
2,016 $75,000
Q4 2017

Jan 19, 2018

SELL
$34.68 - $39.59 $41,269 - $47,112
-1,190 Reduced 42.27%
1,625 $63,000
Q2 2017

Nov 22, 2017

BUY
N/A
2,380 Added 547.13%
2,815 $101,000
Q1 2017

Nov 22, 2017

BUY
N/A
435
435 $14,000

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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