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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-721- 1.97% |
$20.1K - $24.1K
|
35.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.8K+ 16.82% |
$915K - $1.1M
|
228K
$7.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.1K- 12.8% |
$170K - $204K
|
41.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 89.17% |
$137K - $164K
|
10.4K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$431K - $516K
|
15.4K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.34K+ 244733.33% |
$205K - $246K
|
7.35K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 8.42% |
$28.7K - $34.4K
|
11.2K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.8K- 29.9% |
$665K - $798K
|
55.9K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 5.16% |
$51.6K - $61.9K
|
37.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 0.99% |
$350K - $419K
|
1.28M
$43.9M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-706- 0.94% |
$19.7K - $23.6K
|
74.5K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-102- 1.99% |
$2.84K - $3.41K
|
5.03K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
425+ 3.46% |
$11.9K - $14.2K
|
12.7K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-708- 2.77% |
$19.7K - $23.7K
|
24.9K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-485- 4.18% |
$13.5K - $16.2K
|
11.1K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
941+ 313.67% |
$26.2K - $31.5K
|
1.24K
$42.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
903+ 0.97% |
$25.2K - $30.2K
|
94K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.66K+ 0.96% |
$158K - $189K
|
596K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 34.82% |
$288K - $345K
|
19.3K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
639+ 3.64% |
$17.8K - $21.4K
|
18.2K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.19% |
$558 - $669
|
10.8K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66+ 82.5% |
$1.84K - $2.21K
|
146
$5.02K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 11.6% |
$36.3K - $43.5K
|
9.91K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.9K+ 130.27% |
$305K - $366K
|
19.3K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.5K- 94.26% |
$320K - $384K
|
699
$24K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 0.57% |
$1.39K - $1.67K
|
8.69K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.39K - $1.67K
|
50
$1.72K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 25.3% |
$627K - $752K
|
111K
$3.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.1K- 78.4% |
$895K - $1.07M
|
8.84K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.62K- 6.29% |
$157K - $188K
|
83.7K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
129K+ 132.87% |
$3.61M - $4.33M
|
227K
$7.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
650New |
$18.1K - $21.7K
|
650
$22.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.65K- 9.94% |
$73.9K - $88.6K
|
24K
$825K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.94KNew |
$81.9K - $98.2K
|
2.94K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.8K+ 46.07% |
$525K - $629K
|
59.7K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 0.16% |
$8.95K - $10.7K
|
207K
$7.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 7.52% |
$75.9K - $91.1K
|
38.9K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
907New |
$25.3K - $30.3K
|
907
$31.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
33.2K+ 288.38% |
$927K - $1.11M
|
44.8K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
120+ 1.36% |
$3.35K - $4.01K
|
8.94K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.34KNew |
$177K - $212K
|
6.34K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.06% |
$55.8 - $66.9
|
3.39K
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58.7K+ 3216.0% |
$1.64M - $1.96M
|
60.5K
$2.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 7.83% |
$28.3K - $34K
|
14K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 1.52% |
$279 - $335
|
670
$23K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$6.97K - $8.36K
|
250
$8.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.9K- 5.2% |
$52.9K - $63.5K
|
34.6K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 4.58% |
$490K - $587K
|
401K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 8.98% |
$33.9K - $40.7K
|
12.3K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 1.23% |
$40.4K - $48.4K
|
116K
$4M
|