Purchases and Sales Made in Q2 2022 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
331KNew |
$10.6M - $13.3M
|
331K
$11.7M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24K+ 1.46% |
$771K - $960K
|
1.66M
$58.6M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24K+ 1.46% |
$771K - $960K
|
1.66M
$58.6M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 25.6% |
$481K - $599K
|
73.4K
$2.59M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.04K+ 14.6% |
$291K - $362K
|
71K
$2.51M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7.49K+ 40.57% |
$241K - $300K
|
26K
$916K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 36.19% |
$122K - $151K
|
14.2K
$502K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.55K+ 2.6% |
$114K - $142K
|
140K
$4.95M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 46.69% |
$97.4K - $121K
|
9.51K
$336K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.51KNew |
$80.8K - $101K
|
2.51K
$88.6K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.31K+ 5.03% |
$42.2K - $52.6K
|
27.4K
$968K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 7.81% |
$41.5K - $51.7K
|
17.8K
$629K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
868+ 10.08% |
$27.9K - $34.8K
|
9.48K
$335K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
850New |
$27.3K - $34.1K
|
850
$30K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
600+ 9.99% |
$19.3K - $24K
|
6.6K
$233K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
597+ 17.71% |
$19.2K - $23.9K
|
3.97K
$140K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
565+ 706.25% |
$18.2K - $22.6K
|
645
$22.8K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
509+ 3.11% |
$16.4K - $20.4K
|
16.9K
$596K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
500New |
$16.1K - $20K
|
500
$17.7K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 23.17% |
$9.65K - $12K
|
1.6K
$56.3K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
270+ 4.49% |
$8.68K - $10.8K
|
6.28K
$222K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
264+ 2.85% |
$8.49K - $10.6K
|
9.52K
$336K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
215+ 2.74% |
$6.91K - $8.62K
|
8.06K
$284K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
105New |
$3.38K - $4.21K
|
105
$3.71K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 50.0% |
$3.22K - $4.01K
|
300
$10.6K
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
90+ 0.11% |
$2.89K - $3.61K
|
84.9K
$3M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60+ 0.73% |
$1.93K - $2.4K
|
8.32K
$294K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.61K - $2K
|
50
$1.76K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25New |
$804 - $1K
|
25
$882
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11+ 0.1% |
$354 - $441
|
10.9K
$384K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.34% |
$225 - $281
|
530
$18.7K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-13- 1.23% |
$418 - $521
|
1.05K
$37K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24- 0.1% |
$772 - $962
|
23.6K
$832K
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-52- 0.45% |
$1.67K - $2.08K
|
11.4K
$404K
|
|
Aug 12, 2022
Q2 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-75Closed |
$2.41K - $3.01K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-100- 0.99% |
$3.22K - $4.01K
|
10K
$354K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-104Closed |
$3.34K - $4.17K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-201- 3.25% |
$6.46K - $8.06K
|
5.99K
$211K
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-252Closed |
$8.1K - $10.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-420Closed |
$13.5K - $16.8K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-434- 4.46% |
$14K - $17.4K
|
9.3K
$328K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-496Closed |
$16K - $19.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-600- 99.83% |
$19.3K - $24K
|
1
$35.3
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-700Closed |
$22.5K - $28.1K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-761- 0.3% |
$24.5K - $30.5K
|
256K
$9.04M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-992- 10.15% |
$31.9K - $39.8K
|
8.78K
$310K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 59.99% |
$32.2K - $40.1K
|
667
$23.5K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 9.55% |
$47.8K - $59.6K
|
14.1K
$497K
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.56K- 11.3% |
$50.1K - $62.4K
|
12.2K
$431K
|