Purchases and Sales Made in Q1 2024 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.6K+ 5.66% |
$1.94M - $2.23M
|
1.34M
$47.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
44.5KNew |
$1.21M - $1.39M
|
44.5K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.2KNew |
$576K - $661K
|
21.2K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.4K+ 45.79% |
$417K - $479K
|
48.9K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 9.28% |
$388K - $446K
|
168K
$5.95M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.45K+ 7.35% |
$148K - $170K
|
79.6K
$2.81M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.37K+ 64.21% |
$119K - $136K
|
11.2K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.11K+ 5.21% |
$111K - $128K
|
82.9K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.08K+ 27.81% |
$111K - $127K
|
18.7K
$662K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 10.57% |
$88.3K - $101K
|
34K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.14K+ 2.7% |
$85.1K - $97.8K
|
119K
$4.21M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 21.69% |
$80.5K - $92.5K
|
16.6K
$588K
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
2.09K+ 2.41% |
$56.7K - $65.1K
|
88.9K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.82K+ 0.87% |
$49.3K - $56.7K
|
211K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.5K+ 6.81% |
$40.8K - $46.9K
|
23.6K
$832K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.3K+ 17.48% |
$35.1K - $40.4K
|
8.7K
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
984+ 10.18% |
$26.7K - $30.7K
|
10.6K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
890+ 7.8% |
$24.2K - $27.7K
|
12.3K
$434K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
831+ 3.26% |
$22.6K - $25.9K
|
26.3K
$930K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
632+ 0.69% |
$17.2K - $19.7K
|
91.9K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 86.81% |
$13.6K - $15.6K
|
1.08K
$38K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
386+ 2.49% |
$10.5K - $12K
|
15.9K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
309+ 2.2% |
$8.39K - $9.63K
|
14.4K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$8.14K - $9.35K
|
300
$10.6K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
151+ 0.42% |
$4.1K - $4.71K
|
36.5K
$1.29M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.36K - $1.56K
|
50
$1.76K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.11% |
$407 - $468
|
14K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64- 0.59% |
$1.74K - $1.99K
|
10.8K
$381K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-75- 12.73% |
$2.04K - $2.34K
|
514
$18.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-209- 5.82% |
$5.67K - $6.51K
|
3.38K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-609- 5.47% |
$16.5K - $19K
|
10.5K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-800- 9.05% |
$21.7K - $24.9K
|
8.04K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-922- 2.47% |
$25K - $28.7K
|
36.4K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 10.41% |
$29.3K - $33.7K
|
9.29K
$328K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.11K- 1.41% |
$30K - $34.4K
|
77K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.57K- 3.6% |
$42.7K - $49.1K
|
42.1K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.04K- 19.03% |
$55.4K - $63.7K
|
8.69K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 28.14% |
$64.6K - $74.2K
|
6.08K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.45K- 12.56% |
$66.5K - $76.4K
|
17.1K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.8K- 21.69% |
$76K - $87.3K
|
10.1K
$357K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.6K- 10.87% |
$97.6K - $112K
|
29.5K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.7K- 47.95% |
$100K - $115K
|
4.02K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.8K- 44.01% |
$103K - $118K
|
4.84K
$171K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.78K- 40.43% |
$130K - $149K
|
7.05K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-4.99K- 25.73% |
$136K - $156K
|
14.4K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.01K- 0.67% |
$244K - $281K
|
1.34M
$47.2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.01K- 0.67% |
$244K - $281K
|
1.34M
$47.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.6K- 2.53% |
$289K - $332K
|
410K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-11.9K- 57.75% |
$323K - $371K
|
8.7K
$307K
|