Purchases and Sales Made in Q1 2025 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 13.2% |
$788K - $941K
|
210K
$7.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.9KNew |
$767K - $916K
|
23.9K
$864K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4K+ 7.66% |
$495K - $591K
|
217K
$7.83M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15KNew |
$482K - $576K
|
15K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.1K+ 19.69% |
$453K - $542K
|
85.8K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.2K+ 1.94% |
$361K - $431K
|
589K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.3K+ 26.25% |
$235K - $280K
|
35.1K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.12KNew |
$197K - $235K
|
6.12K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.67K+ 24.82% |
$182K - $218K
|
28.5K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.37K+ 1.02% |
$173K - $206K
|
531K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.08K+ 26.39% |
$131K - $156K
|
19.5K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
3.44K+ 14.91% |
$110K - $132K
|
26.5K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.85K+ 5.38% |
$59.3K - $70.8K
|
36.1K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.76K+ 7.16% |
$56.4K - $67.3K
|
26.3K
$949K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 12.59% |
$36.6K - $43.7K
|
10.2K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
685+ 5.87% |
$22K - $26.3K
|
12.3K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
651+ 5.57% |
$20.9K - $25K
|
12.3K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
550+ 4.47% |
$17.7K - $21.1K
|
12.9K
$465K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 33.33% |
$16.1K - $19.2K
|
2K
$72.3K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347+ 1.57% |
$11.1K - $13.3K
|
22.4K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
127New |
$4.08K - $4.87K
|
127
$4.59K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
77+ 0.18% |
$2.47K - $2.95K
|
42K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57+ 38.26% |
$1.83K - $2.19K
|
206
$7.45K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 4.7% |
$1.12K - $1.34K
|
780
$28.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
34+ 7.93% |
$1.09K - $1.3K
|
463
$16.7K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.13% |
$482 - $576
|
11.3K
$408K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12+ 0.06% |
$385 - $460
|
20.7K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.09% |
$96.4 - $115
|
3.39K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-136- 0.74% |
$4.37K - $5.22K
|
18.4K
$664K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 66.67% |
$12.8K - $15.3K
|
200
$7.23K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-422- 5.53% |
$13.6K - $16.2K
|
7.21K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-454- 2.31% |
$14.6K - $17.4K
|
19.2K
$693K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-500- 3.85% |
$16.1K - $19.2K
|
12.5K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-604- 1.59% |
$19.4K - $23.2K
|
37.5K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-755- 1.02% |
$24.3K - $29K
|
73K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-941- 75.83% |
$30.2K - $36.1K
|
300
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 27.38% |
$35.3K - $42.2K
|
2.92K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 6.8% |
$43.3K - $51.7K
|
18.5K
$668K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.69K- 4.97% |
$54.3K - $64.9K
|
32.3K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.01K- 11.83% |
$64.4K - $76.9K
|
14.9K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.24K- 2.36% |
$71.8K - $85.8K
|
92.4K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-3.11K- 9.24% |
$99.9K - $119K
|
30.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.26K- 8.96% |
$105K - $125K
|
33.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.23K- 2.43% |
$200K - $239K
|
250K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38K- 2.94% |
$1.22M - $1.46M
|
1.25M
$45.3M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-81.5K- 34.47% |
$2.62M - $3.13M
|
155K
$5.6M
|