Latest Institutional Sells of John Hancock Financial Opportunities Fund (BTO)

BTO Quotes by TradingView

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 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-120
Closed
$4.82K - $6.24K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-85
Closed
$3.42K - $4.42K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-73
Closed
$2.93K - $3.8K
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Community Bank Of Raymore

SELL
 -
-11.3K
Closed
$467K - $524K
0 $0
Feb 09, 2022 Q4 2021
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-5.91K
Closed
$245K - $275K
0 $0
Feb 14, 2022 Q4 2021
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-5.73K
Closed
$237K - $267K
0 $0
Jan 10, 2022 Q4 2021
Capital Investment Advisors, LLC

SELL
 -
-5.5K
Closed
$228K - $256K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-26.6K
Closed
$996K - $1.17M
0 $0
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-8.63K
Closed
$323K - $380K
0 $0
Oct 13, 2021 Q3 2021
Fny Investment Advisers, LLC

SELL
 -
-2K
Closed
$74.9K - $88.2K
0 $0
Nov 10, 2021 Q3 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-19
Closed
$711 - $838
0 $0
Q2 2021
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-1.71K
Closed
$61.4K - $75.9K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-312
Closed
$11.2K - $13.9K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-250
Closed
$8.99K - $11.1K
0 $0
Jul 23, 2021 Q2 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-250
Closed
$8.99K - $11.1K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-198
Closed
$7.12K - $8.8K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Cohen & Steers, Inc.

New York, NY
SELL
 -
-40.7K
Closed
$1.2M - $1.59M
0 $0
Jul 17, 2024 Q1 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-267
Closed
$7.85K - $10.4K
0 $0
May 13, 2021 Q1 2021
Plante Moran Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2020
Feb 17, 2021 Q4 2020
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-19.3K
Closed
$410K - $597K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-1.79K
Closed
$38.1K - $55.5K
0 $0
Feb 10, 2021 Q4 2020
Tradewinds Capital Management, LLC

SELL
 -
-328
Closed
$6.96K - $10.1K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-290
Closed
$6.16K - $8.97K
0 $0
Feb 05, 2021 Q4 2020
Litman Gregory Wealth Management LLC

SELL
 -
-276
Closed
$5.86K - $8.54K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-53.8K
Closed
$870K - $1.48M
0 $0
Aug 13, 2020 Q2 2020
City Of London Investment Management CO LTD

London, X0
SELL
 -
-50.6K
Closed
$818K - $1.39M
0 $0
Aug 12, 2020 Q2 2020
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-20.5K
Closed
$331K - $562K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.2K
Closed
$19.4K - $32.9K
0 $0
Aug 06, 2020 Q2 2020
Royal Fund Management, LLC

SELL
 -
-848
Closed
$13.7K - $23.3K
0 $0
Jul 10, 2020 Q2 2020
Gradient Investments LLC

SELL
 -
-550
Closed
$8.89K - $15.1K
0 $0
Jul 24, 2020 Q2 2020
Stonebridge Financial Planning Group, LLC

SELL
 -
-250
Closed
$4.04K - $6.86K
0 $0
Aug 11, 2020 Q2 2020
Resources Management Corp

West Hartford, CT
SELL
 -
-200
Closed
$3.23K - $5.49K
0 $0
Q1 2020
Apr 16, 2020 Q1 2020
Patten & Patten Inc

SELL
 -
-273K
Closed
$3.37M - $10.1M
0 $0
May 08, 2020 Q1 2020
Cetera Advisors LLC

Denver, CO
SELL
 -
-24.4K
Closed
$301K - $898K
0 $0
Apr 09, 2020 Q1 2020
Sanders Morris Harris LLC

SELL
 -
-12.4K
Closed
$153K - $456K
0 $0
May 07, 2020 Q1 2020
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-6.57K
Closed
$81.2K - $242K
0 $0
Apr 03, 2020 Q1 2020
Wiley Bros. Aintree Capital, LLC

SELL
 -
-6.38K
Closed
$78.7K - $235K
0 $0
May 14, 2020 Q1 2020
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-2.9K
Closed
$35.8K - $107K
0 $0
May 12, 2020 Q1 2020
Flagship Harbor Advisors, LLC

SELL
 -
-2.01K
Closed
$24.9K - $74.1K
0 $0
May 05, 2020 Q1 2020
Fifth Third Bancorp

SELL
 -
-1.78K
Closed
$21.9K - $65.4K
0 $0
Apr 27, 2020 Q1 2020
Parallel Advisors, LLC

SELL
 -
-1.13K
Closed
$13.9K - $41.4K
0 $0
May 15, 2020 Q1 2020
Massmutual Trust CO Fsb

SELL
 -
-650
Closed
$8.03K - $23.9K
0 $0
Apr 23, 2020 Q1 2020
North Star Investment Management Corp.

Chicago, IL
SELL
 -
0
Closed
$0 - $0
0 $0
Q4 2019
Feb 14, 2020 Q4 2019
Weiss Asset Management LP

Boston, MA
SELL
 -
-8.4K
Closed
$258K - $305K
0 $0
Jan 09, 2020 Q4 2019
Hudson Capital Management LLC

SELL
 -
-6.81K
Closed
$209K - $247K
0 $0
Feb 04, 2020 Q4 2019
Capital Investment Advisory Services, LLC

SELL
 -
-1.6K
Closed
$49K - $58K
0 $0
Feb 12, 2020 Q4 2019
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-1K
Closed
$30.7K - $36.3K
0 $0
Jan 22, 2020 Q4 2019
Cordasco Financial Network

SELL
 -
-1K
Closed
$30.7K - $36.3K
0 $0
Jan 27, 2020 Q4 2019
Tsfg, LLC

SELL
 -
-152
Closed
$4.66K - $5.52K
0 $0

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