Purchases and Sales Made in Q1 2022 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q1 2022. The information is specifically focused on institutions that hold shares of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
382K+ 3943.52% |
$15.3M - $19.9M
|
391K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.6K+ 25.42% |
$2.92M - $3.78M
|
358K
$12.6M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.6K+ 100.31% |
$1.71M - $2.22M
|
85.1K
$3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.7K+ 10.21% |
$1.51M - $1.96M
|
407K
$14.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.6K+ 1.78% |
$1.15M - $1.49M
|
1.64M
$57.8M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
18.5KNew |
$742K - $961K
|
18.5K
$652K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
15.6K+ 149.0% |
$628K - $813K
|
26.1K
$921K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.6KNew |
$626K - $810K
|
15.6K
$549K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 9.01% |
$454K - $588K
|
137K
$4.83M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
$420K - $543K
|
10.4K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.77K+ 5.94% |
$352K - $456K
|
156K
$5.52M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
8.31KNew |
$334K - $432K
|
8.31K
$293K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.49KNew |
$261K - $337K
|
6.49K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.33K+ 62.14% |
$254K - $329K
|
16.5K
$583K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.32K+ 9.39% |
$214K - $277K
|
62K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.35K+ 1.78% |
$135K - $174K
|
191K
$6.74M
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.64KNew |
$106K - $137K
|
2.64K
$93.1K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.05K+ 51.65% |
$82.3K - $107K
|
6.01K
$212K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.5KNew |
$60.3K - $78K
|
1.5K
$52.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 44.06% |
$41.4K - $53.6K
|
3.37K
$119K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
625+ 93.28% |
$25.1K - $32.5K
|
1.3K
$45.7K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
504+ 0.87% |
$20.3K - $26.2K
|
58.4K
$2.06M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
492+ 2.13% |
$19.8K - $25.6K
|
23.6K
$832K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
357+ 33.65% |
$14.4K - $18.6K
|
1.42K
$50.1K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
261+ 3.44% |
$10.5K - $13.6K
|
7.84K
$277K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
213New |
$8.56K - $11.1K
|
213
$7.52K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
112+ 0.82% |
$4.5K - $5.83K
|
13.8K
$486K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
104New |
$4.18K - $5.41K
|
104
$3.67K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
51+ 0.5% |
$2.05K - $2.65K
|
10.3K
$364K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
46New |
$1.85K - $2.39K
|
46
$1.62K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
25+ 50.0% |
$1.01K - $1.3K
|
75
$2.65K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.06% |
$281 - $364
|
10.9K
$384K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 1.16% |
$241 - $312
|
523
$18.5K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- 1.23% |
$40.2 - $52
|
80
$2.82K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3- 0.04% |
$121 - $156
|
7.31K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-14- 0.67% |
$563 - $728
|
2.09K
$73.6K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-37- 0.04% |
$1.49K - $1.93K
|
84.8K
$2.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-50Closed |
$2.01K - $2.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-73Closed |
$2.93K - $3.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-85Closed |
$3.42K - $4.42K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120Closed |
$4.82K - $6.24K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-130- 1.31% |
$5.23K - $6.76K
|
9.78K
$345K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-148- 1.44% |
$5.95K - $7.7K
|
10.1K
$357K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-203- 0.08% |
$8.16K - $10.6K
|
257K
$9.06M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-232- 1.07% |
$9.33K - $12.1K
|
21.4K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-301- 2.55% |
$12.1K - $15.7K
|
11.5K
$406K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-429- 89.56% |
$17.2K - $22.3K
|
50
$1.76K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-575Closed |
$23.1K - $29.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-575- 0.56% |
$23.1K - $29.9K
|
101K
$3.58M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-601- 9.1% |
$24.2K - $31.3K
|
6K
$212K
|