Wealth Quarterback LLC John Hancock Financial Opportunities Fund Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$32.16 - $40.08 $13,507 - $16,833	-420 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$37.43 - $44.1 $262 - $308	7 Added 1.69%	420 $18,000
Q2 2021 Aug 11, 2021	BUY	$35.95 - $44.45 $14,847 - $18,357	413 New	413 $16,000
Q2 2020 Aug 17, 2020	SELL	$16.16 - $27.45 $7,191 - $12,215	-445 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$12.35 - $36.81 $86 - $257	7 Added 1.6%	445 $8,000
Q4 2019 Feb 27, 2020	BUY	$30.69 - $36.3 $13,442 - $15,899	438 New	438 $15,000

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

$45.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

596K
Shares

$21.1 Million
0.0% 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

228K
Shares

$8.05 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

227K
Shares

$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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