Purchases and Sales Made in Q1 2023 in John Hancock Financial Opportunities Fund (BTO)

BTO Quotes by TradingView

This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q1 2023. 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 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
87.3K
+ 23.63%
$2.46M - $3.33M
456K $16.1M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
36.6K
+ 339.47%
$1.03M - $1.4M
47.4K $1.67M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
35.9K
+ 23.66%
$1.01M - $1.37M
188K $6.62M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
29.3K
+ 7.31%
$823K - $1.12M
430K $15.2M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
24K
New
$676K - $918K
24K $848K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
20.6K
+ 9.32%
$580K - $787K
242K $8.53M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.5K
New
$409K - $556K
14.5K $513K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
11.5K
+ 525.53%
$323K - $439K
13.7K $483K
Jun 06, 2023 Q1 2023
Aurora Investment Counsel

Atlanta, GA
BUY
 -
11K
+ 3170.32%
$310K - $420K
11.3K $401K
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
10.2K
New
$286K - $388K
10.2K $359K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
7.4K
+ 1109.45%
$208K - $283K
8.07K $285K
May 09, 2023 Q1 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
6.61K
New
$186K - $253K
6.61K $233K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
5.73K
+ 18.3%
$161K - $219K
37K $1.31M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.71K
+ 28.24%
$161K - $218K
25.9K $916K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
3.56K
+ 33.75%
$100K - $136K
14.1K $498K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.67K
+ 5.39%
$75.1K - $102K
52.1K $1.84M
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
1.67K
+ 1.94%
$47K - $63.8K
87.5K $3.09M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.57K
+ 17.24%
$44.1K - $59.9K
10.7K $376K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.26K
+ 9.47%
$35.4K - $48.1K
14.5K $513K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
1.23K
+ 5.64%
$34.7K - $47.1K
23.1K $815K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1K
New
$28.1K - $38.2K
1K $35.3K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
932
+ 12.18%
$26.2K - $35.6K
8.59K $303K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
920
+ 10.43%
$25.9K - $35.1K
9.74K $344K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
862
+ 5.18%
$24.3K - $32.9K
17.5K $617K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
850
New
$23.9K - $32.5K
850 $30K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
827
+ 10.18%
$23.3K - $31.6K
8.95K $316K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
649
New
$18.3K - $24.8K
649 $22.9K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
590
+ 49.37%
$16.6K - $22.5K
1.79K $63K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
415
+ 4.43%
$11.7K - $15.9K
9.79K $346K
Jun 05, 2023 Q1 2023
Aurora Investment Counsel

Atlanta, GA
BUY
 -
347
New
$9.76K - $13.3K
347 $12.2K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
176
New
$4.95K - $6.72K
176 $6.21K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
150
New
$4.22K - $5.73K
150 $5.3K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
105
New
$2.95K - $4.01K
105 $3.71K
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
105
New
$2.95K - $4.01K
105 $3.71K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
100
+ 400.0%
$2.81K - $3.82K
125 $4.41K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
75
+ 14.59%
$2.11K - $2.87K
589 $20.8K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
52
+ 1.6%
$1.46K - $1.99K
3.31K $117K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
26
New
$732 - $993
26 $918
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
22
+ 4.08%
$619 - $840
561 $19.8K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
12
New
$338 - $458
12 $424
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2
+ 0.35%
$56.3 - $76.4
576 $20.3K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Orleans Capital Management Corp

Mandeville, LA
SELL
 -
-233
- 2.04%
$6.56K - $8.9K
11.2K $396K
May 08, 2023 Q1 2023
L.M. Kohn & Company

SELL
 -
-240
- 2.67%
$6.75K - $9.17K
8.75K $309K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-316
- 4.36%
$8.89K - $12.1K
6.94K $245K
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-561
- 5.2%
$15.8K - $21.4K
10.2K $361K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

SELL
 -
-989
- 11.05%
$27.8K - $37.8K
7.96K $281K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-1.84K
- 14.27%
$51.7K - $70.1K
11K $389K
May 10, 2023 Q1 2023
North Star Asset Management Inc

SELL
 -
-2.68K
- 2.77%
$75.3K - $102K
93.8K $3.31M

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