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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.48KNew |
$156K - $194K
|
5.48K
$198K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
135+ 0.51% |
$3.84K - $4.78K
|
26.6K
$963K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26K- 8.96% |
$105K - $125K
|
33.1K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.12KNew |
$197K - $235K
|
6.12K
$221K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38K- 2.94% |
$1.22M - $1.46M
|
1.25M
$45.3M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.23K- 2.43% |
$200K - $239K
|
250K
$9.03M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 6.8% |
$43.3K - $51.7K
|
18.5K
$668K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-422- 5.53% |
$13.6K - $16.2K
|
7.21K
$261K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-941- 75.83% |
$30.2K - $36.1K
|
300
$10.8K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347+ 1.57% |
$11.1K - $13.3K
|
22.4K
$810K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57+ 38.26% |
$1.83K - $2.19K
|
206
$7.45K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.76K+ 7.16% |
$56.4K - $67.3K
|
26.3K
$949K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
651+ 5.57% |
$20.9K - $25K
|
12.3K
$446K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
77+ 0.18% |
$2.47K - $2.95K
|
42K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 19.69% |
$453K - $542K
|
85.8K
$3.1M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.24K- 2.36% |
$71.8K - $85.8K
|
92.4K
$3.34M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.37K+ 1.02% |
$173K - $206K
|
531K
$19.2M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.3K+ 26.25% |
$235K - $280K
|
35.1K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.2K+ 1.94% |
$361K - $431K
|
589K
$21.3M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-454- 2.31% |
$14.6K - $17.4K
|
19.2K
$693K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.01K- 11.83% |
$64.4K - $76.9K
|
14.9K
$540K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15KNew |
$482K - $576K
|
15K
$542K
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-81.5K- 34.47% |
$2.62M - $3.13M
|
155K
$5.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-136- 0.74% |
$4.37K - $5.22K
|
18.4K
$664K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 27.38% |
$35.3K - $42.2K
|
2.92K
$105K
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-755- 1.02% |
$24.3K - $29K
|
73K
$2.64M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 13.2% |
$788K - $941K
|
210K
$7.6M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.08K+ 26.39% |
$131K - $156K
|
19.5K
$706K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 12.59% |
$36.6K - $43.7K
|
10.2K
$368K
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-3.11K- 9.24% |
$99.9K - $119K
|
30.5K
$1.1M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-500- 3.85% |
$16.1K - $19.2K
|
12.5K
$452K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.09% |
$96.4 - $115
|
3.39K
$123K
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.85K+ 5.38% |
$59.3K - $70.8K
|
36.1K
$1.31M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.69K- 4.97% |
$54.3K - $64.9K
|
32.3K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.13% |
$482 - $576
|
11.3K
$408K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 33.33% |
$16.1K - $19.2K
|
2K
$72.3K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.9KNew |
$767K - $916K
|
23.9K
$864K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
127New |
$4.08K - $4.87K
|
127
$4.59K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
34+ 7.93% |
$1.09K - $1.3K
|
463
$16.7K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.67K+ 24.82% |
$182K - $218K
|
28.5K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-604- 1.59% |
$19.4K - $23.2K
|
37.5K
$1.36M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
550+ 4.47% |
$17.7K - $21.1K
|
12.9K
$465K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.06% |
$385 - $460
|
20.7K
$747K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 7.66% |
$495K - $591K
|
217K
$7.83M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 4.7% |
$1.12K - $1.34K
|
780
$28.2K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 66.67% |
$12.8K - $15.3K
|
200
$7.23K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.24K- 10.05% |
$39.5K - $49K
|
11.1K
$402K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.74KNew |
$55.4K - $68.6K
|
1.74K
$62.9K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$6.36K - $7.89K
|
200
$7.23K
|