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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
23.1KNew |
$734K - $910K
|
23.1K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.34K- 99.96% |
$234K - $290K
|
3
$108
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-33.3K- 55.9% |
$1.06M - $1.32M
|
26.3K
$951K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 21.95% |
$60.7K - $75.2K
|
6.78K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$7.16K - $8.88K
|
225
$8.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-10.1K- 12.03% |
$320K - $397K
|
73.6K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 7.76% |
$38.1K - $47.3K
|
16.6K
$602K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
416New |
$13.2K - $16.4K
|
416
$15K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.32K- 12.61% |
$42K - $52.1K
|
9.14K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
220New |
$7K - $8.68K
|
220
$7.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$15.9K - $19.7K
|
500
$18.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.9KNew |
$602K - $746K
|
18.9K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.05K- 27.5% |
$33.5K - $41.5K
|
2.77K
$100K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-102- 1.99% |
$2.84K - $3.41K
|
5.03K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.19% |
$558 - $669
|
10.8K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.5K- 94.26% |
$320K - $384K
|
699
$25.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 11.6% |
$36.3K - $43.5K
|
9.91K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.39K - $1.67K
|
50
$1.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.1K- 78.4% |
$895K - $1.07M
|
8.84K
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
650New |
$18.1K - $21.7K
|
650
$23.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
907New |
$25.3K - $30.3K
|
907
$32.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58.7K+ 3216.0% |
$1.64M - $1.96M
|
60.5K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$6.97K - $8.36K
|
250
$9.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 1.23% |
$40.4K - $48.4K
|
116K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 8.98% |
$33.9K - $40.7K
|
12.3K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 4.58% |
$490K - $587K
|
401K
$14.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
213New |
$5.94K - $7.12K
|
213
$7.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$65.9K - $72.7K
|
2.5K
$90.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5K+ 20.47% |
$39.5K - $43.6K
|
8.83K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.3K+ 400.04% |
$826K - $911K
|
39.1K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
110New |
$2.9K - $3.2K
|
110
$3.98K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 11.85% |
$29K - $32K
|
10.4K
$376K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 21.69% |
$80.5K - $92.5K
|
16.6K
$602K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 86.81% |
$13.6K - $15.6K
|
1.08K
$38.9K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.04K- 19.03% |
$55.4K - $63.7K
|
8.69K
$314K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.78K- 40.43% |
$130K - $149K
|
7.05K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.6K- 10.87% |
$97.6K - $112K
|
29.5K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
44.5KNew |
$1.21M - $1.39M
|
44.5K
$1.61M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-75- 12.73% |
$2.04K - $2.34K
|
514
$18.6K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8KNew |
$272K - $365K
|
11.8K
$426K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8KNew |
$185K - $248K
|
8K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.6KNew |
$292K - $390K
|
12.6K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
154New |
$3.56K - $4.77K
|
154
$5.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
225New |
$5.2K - $6.97K
|
225
$8.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50New |
$1.16K - $1.55K
|
50
$1.81K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
600New |
$13.9K - $18.6K
|
600
$21.7K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
$5.02K - $6.21K
|
200
$7.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.13K- 29.9% |
$104K - $128K
|
9.67K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-187- 9.84% |
$4.7K - $5.81K
|
1.71K
$61.9K
|
|