Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.9K- 5.2% |
$52.9K - $63.5K
|
34.6K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.76K- 8.86% |
$49K - $58.7K
|
18.1K
$616K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 1.23% |
$40.4K - $48.4K
|
116K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 8.98% |
$33.9K - $40.7K
|
12.3K
$420K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-659- 14.69% |
$18.4K - $22K
|
3.83K
$130K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.6K- 5.36% |
$1.89M - $2.08M
|
1.26M
$43.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.95K- 16.26% |
$210K - $231K
|
40.9K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.23K- 14.79% |
$164K - $181K
|
35.9K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 17.35% |
$64.2K - $70.8K
|
11.6K
$395K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.8K- 2.33% |
$47.3K - $52.2K
|
75.2K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-582- 9.58% |
$15.3K - $16.9K
|
5.5K
$187K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-35- 0.28% |
$923 - $1.02K
|
12.3K
$418K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.78K- 40.43% |
$130K - $149K
|
7.05K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.7K- 47.95% |
$100K - $115K
|
4.02K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.6K- 10.87% |
$97.6K - $112K
|
29.5K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.45K- 12.56% |
$66.5K - $76.4K
|
17.1K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.04K- 19.03% |
$55.4K - $63.7K
|
8.69K
$296K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-75- 12.73% |
$2.04K - $2.34K
|
514
$17.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64- 0.59% |
$1.74K - $1.99K
|
10.8K
$368K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.41K- 27.23% |
$102K - $137K
|
11.8K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-961- 92.32% |
$22.2K - $29.8K
|
80
$2.73K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.13K- 29.9% |
$104K - $128K
|
9.67K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-879- 67.2% |
$22.1K - $27.3K
|
429
$14.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-431- 5.15% |
$10.8K - $13.4K
|
7.94K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-187- 9.84% |
$4.7K - $5.81K
|
1.71K
$58.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150Closed |
$3.77K - $4.66K
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-19.1K- 71.01% |
$539K - $731K
|
7.81K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-233- 2.04% |
$6.56K - $8.9K
|
11.2K
$382K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 24.23% |
$48.2K - $58.4K
|
5K
$171K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.43K- 89.66% |
$44.6K - $57K
|
165
$5.62K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-300- 4.1% |
$9.36K - $12K
|
7.01K
$239K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-100- 33.33% |
$3.12K - $3.98K
|
200
$6.82K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.09KClosed |
$67.1K - $83.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-700Closed |
$22.5K - $28.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-600- 99.83% |
$19.3K - $24K
|
1
$34.1
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-420Closed |
$13.5K - $16.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-252Closed |
$8.1K - $10.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-201- 3.25% |
$6.46K - $8.06K
|
5.99K
$204K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-104Closed |
$3.34K - $4.17K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.5KClosed |
$421K - $545K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-6.74KClosed |
$271K - $351K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.42KClosed |
$97.2K - $126K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-750Closed |
$30.2K - $39K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120Closed |
$4.82K - $6.24K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-85Closed |
$3.42K - $4.42K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-73Closed |
$2.93K - $3.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Community Bank Of Raymore
|
SELL
|
- |
-11.3KClosed |
$467K - $524K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.91KClosed |
$245K - $275K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.73KClosed |
$237K - $267K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$228K - $256K
|
0
$0
|
|