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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-33.3K- 55.9% |
$1.06M - $1.32M
|
26.3K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.8K- 70.98% |
$1.01M - $1.25M
|
13K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19K- 3.19% |
$605K - $750K
|
577K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-10.1K- 12.03% |
$320K - $397K
|
73.6K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 39.58% |
$243K - $301K
|
11.7K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.34K- 99.96% |
$234K - $290K
|
3
$101
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.63K- 2.72% |
$179K - $222K
|
201K
$6.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.92K- 5.35% |
$61.2K - $75.9K
|
34K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 21.95% |
$60.7K - $75.2K
|
6.78K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.36K- 3.61% |
$43.3K - $53.7K
|
36.4K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.32K- 12.61% |
$42K - $52.1K
|
9.14K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.13K- 4.73% |
$36.1K - $44.7K
|
22.9K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.05K- 27.5% |
$33.5K - $41.5K
|
2.77K
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-816- 2.1% |
$26K - $32.2K
|
38.1K
$1.28M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-700- 0.94% |
$22.3K - $27.6K
|
73.8K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-384- 3.03% |
$12.2K - $15.1K
|
12.3K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-364- 1.46% |
$11.6K - $14.4K
|
24.5K
$824K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-294- 0.85% |
$9.36K - $11.6K
|
34.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-230- 2.93% |
$7.32K - $9.07K
|
7.63K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-113- 0.66% |
$3.6K - $4.46K
|
17K
$570K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.1K- 78.4% |
$895K - $1.07M
|
8.84K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.5K- 94.26% |
$320K - $384K
|
699
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 1.23% |
$40.4K - $48.4K
|
116K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 11.6% |
$36.3K - $43.5K
|
9.91K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 8.98% |
$33.9K - $40.7K
|
12.3K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-102- 1.99% |
$2.84K - $3.41K
|
5.03K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.19% |
$558 - $669
|
10.8K
$363K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.78K- 40.43% |
$130K - $149K
|
7.05K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.7K- 47.95% |
$100K - $115K
|
4.02K
$135K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.6K- 10.87% |
$97.6K - $112K
|
29.5K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.04K- 19.03% |
$55.4K - $63.7K
|
8.69K
$292K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-75- 12.73% |
$2.04K - $2.34K
|
514
$17.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.13K- 29.9% |
$104K - $128K
|
9.67K
$325K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-879- 67.2% |
$22.1K - $27.3K
|
429
$14.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-431- 5.15% |
$10.8K - $13.4K
|
7.94K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-187- 9.84% |
$4.7K - $5.81K
|
1.71K
$57.6K
|
|
|
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
$263K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-233- 2.04% |
$6.56K - $8.9K
|
11.2K
$377K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 24.23% |
$48.2K - $58.4K
|
5K
$168K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.43K- 89.66% |
$44.6K - $57K
|
165
$5.55K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-300- 4.1% |
$9.36K - $12K
|
7.01K
$236K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-100- 33.33% |
$3.12K - $3.98K
|
200
$6.73K
|
|
| 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
$33.6
|
|
|
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
$201K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-104Closed |
$3.34K - $4.17K
|
0
$0
|
|