Latest Institutional Transactions on John Hancock Financial Opportunities Fund (BTO)
This table provides information on the latest institutional transactions involving John Hancock Financial Opportunities Fund (BTO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.2K- 1.93% |
$687K - $856K
|
1.23M
$43.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
552+ 2.46% |
$15.7K - $19.6K
|
23K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.65K+ 11.07% |
$132K - $165K
|
46.7K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.74K+ 0.64% |
$106K - $132K
|
592K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.34K+ 1.56% |
$38.1K - $47.5K
|
87.1K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.24K+ 24.89% |
$234K - $292K
|
41.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.35K+ 2.54% |
$181K - $225K
|
256K
$9.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
503+ 2.72% |
$14.3K - $17.8K
|
19K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.2K+ 5.32% |
$803K - $1M
|
559K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732+ 5.93% |
$20.8K - $25.9K
|
13.1K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.1K- 26.59% |
$145K - $181K
|
14.1K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
148+ 71.84% |
$4.21K - $5.24K
|
354
$12.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 10.83% |
$38K - $47.4K
|
11K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.98K- 3.32% |
$199K - $247K
|
203K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
568+ 1.62% |
$16.2K - $20.1K
|
35.7K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-750- 1.03% |
$21.3K - $26.6K
|
72.3K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
491+ 4.82% |
$14K - $17.4K
|
10.7K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.49K+ 49.89% |
$213K - $265K
|
22.5K
$798K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
641+ 3.28% |
$18.2K - $22.7K
|
20.2K
$716K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 1.59% |
$7.51K - $9.35K
|
16.4K
$581K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 44.44% |
$2.84K - $3.54K
|
125
$4.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-58.3K- 37.66% |
$1.66M - $2.07M
|
96.6K
$3.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-900- 30.85% |
$25.6K - $31.9K
|
2.02K
$71.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 32.5% |
$31.3K - $39K
|
4.49K
$160K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 3.94% |
$29.4K - $36.7K
|
27.3K
$969K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
157+ 0.51% |
$4.47K - $5.56K
|
30.7K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-348- 1.9% |
$9.9K - $12.3K
|
18K
$639K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3+ 2.36% |
$85.3 - $106
|
130
$4.62K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-471- 1.46% |
$13.4K - $16.7K
|
31.9K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-186- 40.17% |
$5.29K - $6.59K
|
277
$9.83K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.73KNew |
$163K - $203K
|
5.73K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
994+ 3.48% |
$28.3K - $35.2K
|
29.5K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
539+ 1.44% |
$15.3K - $19.1K
|
38K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-486- 4.31% |
$13.8K - $17.2K
|
10.8K
$384K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.24K- 24.44% |
$63.6K - $79.2K
|
6.91K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
400+ 3.2% |
$11.4K - $14.2K
|
12.9K
$458K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
179+ 34.82% |
$5.09K - $6.34K
|
693
$24.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
761+ 2.11% |
$21.6K - $27K
|
36.9K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
967+ 149.0% |
$27.5K - $34.3K
|
1.62K
$57.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$35.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.44K- 4.36% |
$269K - $334K
|
207K
$7.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$35.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.48KNew |
$156K - $194K
|
5.48K
$195K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
135+ 0.51% |
$3.84K - $4.78K
|
26.6K
$946K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-422- 5.53% |
$13.6K - $16.2K
|
7.21K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.12KNew |
$197K - $235K
|
6.12K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-941- 75.83% |
$30.2K - $36.1K
|
300
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.24K- 2.36% |
$71.8K - $85.8K
|
92.4K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.01K- 11.83% |
$64.4K - $76.9K
|
14.9K
$531K
|
|