Latest Institutional Purchases of John Hancock Financial Opportunities Fund (BTO)
This list provides information on the latest institutional transactions involving John Hancock Financial Opportunities Fund (BTO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$12.6K - $15.5K
|
500
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
$5.02K - $6.21K
|
200
$6.88K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$3.77K - $4.66K
|
150
$5.16K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.8K+ 36.53% |
$64.4K - $85.3K
|
10.5K
$360K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
944New |
$21.7K - $28.8K
|
944
$32.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$1.72K - $2.28K
|
75
$2.58K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 1.96% |
$253 - $335
|
572
$19.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 2.27% |
$92 - $122
|
180
$6.19K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$28.1K - $38.2K
|
1K
$34.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
649New |
$18.3K - $24.8K
|
649
$22.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
105New |
$2.95K - $4.01K
|
105
$3.61K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 400.0% |
$2.81K - $3.82K
|
125
$4.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
26New |
$732 - $993
|
26
$894
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12New |
$338 - $458
|
12
$413
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.2KNew |
$217K - $263K
|
7.2K
$248K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200+ 5.9% |
$6.03K - $7.3K
|
3.59K
$124K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2KNew |
$62.4K - $79.7K
|
2K
$68.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1KNew |
$31.2K - $39.8K
|
1K
$34.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
125+ 271.74% |
$3.9K - $4.98K
|
171
$5.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
75New |
$2.34K - $2.99K
|
75
$2.58K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
331KNew |
$10.6M - $13.3M
|
331K
$11.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.51KNew |
$80.8K - $101K
|
2.51K
$86.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
850New |
$27.3K - $34.1K
|
850
$29.2K
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.5KNew |
$60.3K - $78K
|
1.5K
$51.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$84.2K - $94.6K
|
2.03K
$69.8K
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.67KNew |
$62.7K - $73.8K
|
1.67K
$57.6K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
431New |
$16.1K - $19K
|
431
$14.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
84New |
$3.14K - $3.7K
|
84
$2.89K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
255New |
$5.41K - $7.89K
|
255
$8.77K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
62.7KNew |
$1.24M - $1.51M
|
62.7K
$2.16M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
190KNew |
$7M - $7.44M
|
190K
$6.53M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
552New |
$20.4K - $21.6K
|
552
$19K
|
|
| Q3 2017 | |||||||
|
Oct 12, 2017
Q3 2017
|
Bogart Wealth, LLC
|
BUY
|
- |
231New |
$7.34K - $8.61K
|
231
$7.94K
|
|