Truist Financial Corp John Hancock Financial Opportunities Fund Transaction History

Truist Financial Corp

$62.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$32.16 - $40.08 $6,464 - $8,056	-201 Reduced 3.25%	5,987 $222,000
Q1 2022 Apr 22, 2022	SELL	$40.2 - $52.03 $154,408 - $199,847	-3,841 Reduced 38.3%	6,188 $249,000
Q4 2021 Feb 14, 2022	SELL	$41.47 - $46.59 $51,630 - $58,004	-1,245 Reduced 11.04%	10,029 $467,000
Q3 2021 Nov 05, 2021	SELL	$37.43 - $44.1 $41,509 - $48,906	-1,109 Reduced 8.96%	11,274 $479,000
Q2 2021 Aug 16, 2021	SELL	$35.95 - $44.45 $251,398 - $310,838	-6,993 Reduced 36.09%	12,383 $465,000
Q1 2021 May 17, 2021	BUY	$29.41 - $39.09 $68,172 - $90,610	2,318 Added 13.59%	19,376 $745,000
Q4 2020 Feb 18, 2021	SELL	$21.23 - $30.93 $42,035 - $61,241	-1,980 Reduced 10.4%	17,058 $517,000
Q3 2020 Nov 13, 2020	SELL	$19.76 - $24.1 $6,757 - $8,242	-342 Reduced 1.76%	19,038 $408,000
Q2 2020 Aug 14, 2020	BUY	$16.16 - $27.45 $40,787 - $69,283	2,524 Added 14.97%	19,380 $445,000
Q1 2020 May 15, 2020	SELL	$12.35 - $36.81 $3,927 - $11,705	-318 Reduced 1.85%	16,856 $309,000
Q4 2019 Feb 14, 2020	BUY	$30.69 - $36.3 $527,070 - $623,416	17,174 New	17,174 $623,000

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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