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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-81.5K- 34.47% |
$2.62M - $3.13M
|
155K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38K- 2.94% |
$1.22M - $1.46M
|
1.25M
$43.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.23K- 2.43% |
$200K - $239K
|
250K
$8.66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26K- 8.96% |
$105K - $125K
|
33.1K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-3.11K- 9.24% |
$99.9K - $119K
|
30.5K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.24K- 2.36% |
$71.8K - $85.8K
|
92.4K
$3.21M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.01K- 11.83% |
$64.4K - $76.9K
|
14.9K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.69K- 4.97% |
$54.3K - $64.9K
|
32.3K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 6.8% |
$43.3K - $51.7K
|
18.5K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 27.38% |
$35.3K - $42.2K
|
2.92K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-941- 75.83% |
$30.2K - $36.1K
|
300
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-755- 1.02% |
$24.3K - $29K
|
73K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-604- 1.59% |
$19.4K - $23.2K
|
37.5K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-500- 3.85% |
$16.1K - $19.2K
|
12.5K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-454- 2.31% |
$14.6K - $17.4K
|
19.2K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-422- 5.53% |
$13.6K - $16.2K
|
7.21K
$250K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 66.67% |
$12.8K - $15.3K
|
200
$6.94K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-136- 0.74% |
$4.37K - $5.22K
|
18.4K
$637K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-33.3K- 55.9% |
$1.06M - $1.32M
|
26.3K
$913K
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-10.1K- 12.03% |
$320K - $397K
|
73.6K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.34K- 99.96% |
$234K - $290K
|
3
$104
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.91K- 21.95% |
$60.7K - $75.2K
|
6.78K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.32K- 12.61% |
$42K - $52.1K
|
9.14K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.05K- 27.5% |
$33.5K - $41.5K
|
2.77K
$96.2K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.1K- 78.4% |
$895K - $1.07M
|
8.84K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.5K- 94.26% |
$320K - $384K
|
699
$24.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 1.23% |
$40.4K - $48.4K
|
116K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 11.6% |
$36.3K - $43.5K
|
9.91K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 8.98% |
$33.9K - $40.7K
|
12.3K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-102- 1.99% |
$2.84K - $3.41K
|
5.03K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.19% |
$558 - $669
|
10.8K
$374K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.78K- 40.43% |
$130K - $149K
|
7.05K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.6K- 10.87% |
$97.6K - $112K
|
29.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.04K- 19.03% |
$55.4K - $63.7K
|
8.69K
$302K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-75- 12.73% |
$2.04K - $2.34K
|
514
$17.8K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.13K- 29.9% |
$104K - $128K
|
9.67K
$335K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-431- 5.15% |
$10.8K - $13.4K
|
7.94K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-187- 9.84% |
$4.7K - $5.81K
|
1.71K
$59.4K
|
|
|
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
$271K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-233- 2.04% |
$6.56K - $8.9K
|
11.2K
$389K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 24.23% |
$48.2K - $58.4K
|
5K
$174K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.43K- 89.66% |
$44.6K - $57K
|
165
$5.72K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-300- 4.1% |
$9.36K - $12K
|
7.01K
$243K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-100- 33.33% |
$3.12K - $3.98K
|
200
$6.94K
|
|
| 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
$34.7
|
|
|
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
|
|