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 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
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26.6KClosed |
$996K - $1.17M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-8.63KClosed |
$323K - $380K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2KClosed |
$74.9K - $88.2K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-606Closed |
$22.7K - $26.7K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-19Closed |
$711 - $838
|
0
$0
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$61.4K - $75.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-312Closed |
$11.2K - $13.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-250Closed |
$8.99K - $11.1K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250Closed |
$8.99K - $11.1K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-198Closed |
$7.12K - $8.8K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-40.7KClosed |
$1.2M - $1.59M
|
0
$0
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-267Closed |
$7.85K - $10.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.3KClosed |
$410K - $597K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.79KClosed |
$38.1K - $55.5K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-328Closed |
$6.96K - $10.1K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-290Closed |
$6.16K - $8.97K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-276Closed |
$5.86K - $8.54K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-53.8KClosed |
$870K - $1.48M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-50.6KClosed |
$818K - $1.39M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-20.5KClosed |
$331K - $562K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.2KClosed |
$19.4K - $32.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-848Closed |
$13.7K - $23.3K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-550Closed |
$8.89K - $15.1K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250Closed |
$4.04K - $6.86K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200Closed |
$3.23K - $5.49K
|
0
$0
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Patten & Patten Inc
|
SELL
|
- |
-273KClosed |
$3.37M - $10.1M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.4KClosed |
$301K - $898K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.4KClosed |
$153K - $456K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.57KClosed |
$81.2K - $242K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.38KClosed |
$78.7K - $235K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.9KClosed |
$35.8K - $107K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$24.9K - $74.1K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.78KClosed |
$21.9K - $65.4K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$13.9K - $41.4K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-650Closed |
$8.03K - $23.9K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-8.4KClosed |
$258K - $305K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.81KClosed |
$209K - $247K
|
0
$0
|