Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
75.5K
+ 16.55%
$1.74M - $2.3M
532K $18.6M
Aug 14, 2023 Q2 2023
Aurora Investment Counsel

Atlanta, GA
BUY
 -
67.1K
+ 590.9%
$1.54M - $2.04M
78.4K $2.75M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
18.5K
New
$425K - $563K
18.5K $647K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
13.3K
New
$305K - $405K
13.3K $465K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
12.9K
+ 24.67%
$296K - $392K
65K $2.28M
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
12.5K
New
$287K - $380K
12.5K $436K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.6K
+ 8.44%
$244K - $323K
136K $4.77M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
9.37K
New
$215K - $285K
9.37K $328K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
7.76K
New
$178K - $236K
7.76K $272K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.51K
+ 83.97%
$173K - $229K
16.5K $576K
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
4.49K
New
$103K - $137K
4.49K $157K
Aug 15, 2023 Q2 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
3.8K
+ 57.49%
$87.4K - $116K
10.4K $365K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
3.79K
+ 10.25%
$87.2K - $116K
40.8K $1.43M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.33K
+ 30.16%
$76.4K - $101K
14.4K $503K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
2.8K
+ 36.53%
$64.4K - $85.3K
10.5K $366K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.66K
+ 10.26%
$61.2K - $81.1K
28.6K $1M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.61K
+ 19.07%
$59.9K - $79.4K
16.3K $570K
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1.71K
+ 916.04%
$39.4K - $52.2K
1.9K $66.5K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
944
New
$21.7K - $28.8K
944 $33.1K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
666
+ 4.72%
$15.3K - $20.3K
14.8K $518K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
492
+ 5.62%
$11.3K - $15K
9.24K $324K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
458
+ 53.88%
$10.5K - $14K
1.31K $45.8K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
400
+ 380.95%
$9.2K - $12.2K
505 $17.7K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
75
New
$1.72K - $2.28K
75 $2.63K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
61
+ 1.84%
$1.4K - $1.86K
3.37K $118K
Aug 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
51
+ 0.5%
$1.17K - $1.55K
10.2K $358K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
11
+ 1.96%
$253 - $335
572 $20K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
5
New
$115 - $152
5 $175
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
4
+ 2.27%
$92 - $122
180 $6.3K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-1
- -0.0%
$23 - $30.5
21.4K $748K
Aug 14, 2023 Q2 2023
Fca Corp

Houston, TX
SELL
 -
-16
- 0.02%
$368 - $487
87.5K $3.06M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-94
- 0.54%
$2.16K - $2.86K
17.4K $609K
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-212
- 2.47%
$4.87K - $6.46K
8.37K $293K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-350
- 4.34%
$8.05K - $10.7K
7.72K $270K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-428
- 4.19%
$9.84K - $13K
9.79K $343K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

SELL
 -
-1.09K
- 7.01%
$25K - $33.1K
14.4K $505K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.14K
- 63.87%
$26.2K - $34.7K
645 $22.6K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-1.17K
- 12.0%
$26.9K - $35.6K
8.58K $300K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.57K
- 14.7%
$36K - $47.8K
9.1K $319K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

SELL
 -
-1.73K
- 17.65%
$39.7K - $52.6K
8.06K $282K
Aug 09, 2023 Q2 2023
North Star Asset Management Inc

SELL
 -
-3.51K
- 3.74%
$80.8K - $107K
90.3K $3.16M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

SELL
 -
-4.15K
- 23.13%
$95.4K - $126K
13.8K $483K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-4.92K
- 5.41%
$113K - $150K
86K $3.01M
Aug 14, 2023 Q2 2023
Stephens Inc

SELL
 -
-11.5K
- 24.26%
$264K - $350K
35.9K $1.26M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-27.7K
- 11.47%
$637K - $844K
214K $7.49M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-35.8K
- 8.32%
$822K - $1.09M
394K $13.8M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-60.3K
- 85.42%
$1.39M - $1.84M
10.3K $361K

Track Institutional and Insider Activities on BTO

Follow JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells BTO shares.

Notify only if

Insider Trading

Get notified when an John Hancock Financial Opportunities Fund insider buys or sells BTO shares.

Notify only if

News

Receive news related to JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on BTO