Purchases and Sales Made in Q2 2023 in John Hancock Financial Opportunities Fund (BTO)
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
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
67.1K+ 590.9% |
$1.54M - $2.04M
|
78.4K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.5KNew |
$425K - $563K
|
18.5K
$652K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$305K - $405K
|
13.3K
$469K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 24.67% |
$296K - $392K
|
65K
$2.29M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$287K - $380K
|
12.5K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 8.44% |
$244K - $323K
|
136K
$4.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.37KNew |
$215K - $285K
|
9.37K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.76KNew |
$178K - $236K
|
7.76K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.51K+ 83.97% |
$173K - $229K
|
16.5K
$581K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
7.16K+ 30.98% |
$164K - $218K
|
30.3K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.49KNew |
$103K - $137K
|
4.49K
$158K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.8K+ 57.49% |
$87.4K - $116K
|
10.4K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.79K+ 10.25% |
$87.2K - $116K
|
40.8K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.33K+ 30.16% |
$76.4K - $101K
|
14.4K
$507K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.8K+ 36.53% |
$64.4K - $85.3K
|
10.5K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.66K+ 10.26% |
$61.2K - $81.1K
|
28.6K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61K+ 19.07% |
$59.9K - $79.4K
|
16.3K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.71K+ 916.04% |
$39.4K - $52.2K
|
1.9K
$67.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
944New |
$21.7K - $28.8K
|
944
$33.3K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
666+ 4.72% |
$15.3K - $20.3K
|
14.8K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
492+ 5.62% |
$11.3K - $15K
|
9.24K
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
458+ 53.88% |
$10.5K - $14K
|
1.31K
$46.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
400+ 380.95% |
$9.2K - $12.2K
|
505
$17.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$1.72K - $2.28K
|
75
$2.65K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
61+ 1.84% |
$1.4K - $1.86K
|
3.37K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51+ 0.5% |
$1.17K - $1.55K
|
10.2K
$360K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
11+ 1.96% |
$253 - $335
|
572
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$115 - $152
|
5
$177
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4+ 2.27% |
$92 - $122
|
180
$6.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1- -0.0% |
$23 - $30.5
|
21.4K
$754K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-16- 0.02% |
$368 - $487
|
87.5K
$3.09M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-94- 0.54% |
$2.16K - $2.86K
|
17.4K
$614K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-212- 2.47% |
$4.87K - $6.46K
|
8.37K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-350- 4.34% |
$8.05K - $10.7K
|
7.72K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-428- 4.19% |
$9.84K - $13K
|
9.79K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.09K- 7.01% |
$25K - $33.1K
|
14.4K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 63.87% |
$26.2K - $34.7K
|
645
$22.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 12.0% |
$26.9K - $35.6K
|
8.58K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 14.7% |
$36K - $47.8K
|
9.1K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.73K- 17.65% |
$39.7K - $52.6K
|
8.06K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-3.51K- 3.74% |
$80.8K - $107K
|
90.3K
$3.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.15K- 23.13% |
$95.4K - $126K
|
13.8K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.92K- 5.41% |
$113K - $150K
|
86K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-11.5K- 24.26% |
$264K - $350K
|
35.9K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.7K- 11.47% |
$637K - $844K
|
214K
$7.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-35.8K- 8.32% |
$822K - $1.09M
|
394K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60.3K- 85.42% |
$1.39M - $1.84M
|
10.3K
$364K
|