Purchases and Sales Made in Q2 2024 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
97.4KNew |
$2.57M - $2.83M
|
97.4K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.7KNew |
$966K - $1.07M
|
36.7K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.3K+ 400.04% |
$826K - $911K
|
39.1K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.7K+ 15.85% |
$704K - $777K
|
195K
$6.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
19.6K+ 92.54% |
$517K - $571K
|
40.8K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.2K+ 2.64% |
$400K - $441K
|
591K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 86.39% |
$362K - $399K
|
29.6K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.2K+ 30.9% |
$296K - $327K
|
47.6K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.4KNew |
$221K - $244K
|
8.4K
$294K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.63KNew |
$201K - $222K
|
7.63K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.96K+ 7.18% |
$157K - $173K
|
88.9K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.22K+ 22.4% |
$84.8K - $93.6K
|
17.6K
$616K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.82K+ 32.46% |
$74.4K - $82.2K
|
11.5K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$65.9K - $72.7K
|
2.5K
$87.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.32K+ 21.75% |
$61K - $67.4K
|
13K
$454K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.17K+ 6.38% |
$57.2K - $63.1K
|
36.2K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.99K+ 8.44% |
$52.5K - $57.9K
|
25.6K
$895K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.83KNew |
$48.1K - $53.1K
|
1.83K
$63.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.71K+ 16.22% |
$45K - $49.6K
|
12.2K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5K+ 20.47% |
$39.5K - $43.6K
|
8.83K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.16K+ 1.26% |
$30.6K - $33.8K
|
93.1K
$3.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 11.85% |
$29K - $32K
|
10.4K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 10.88% |
$29K - $32K
|
11.2K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 5.7% |
$28.2K - $31.1K
|
19.8K
$694K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 200.0% |
$26.4K - $29.1K
|
1.5K
$52.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
998+ 8.93% |
$26.3K - $29K
|
12.2K
$426K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
700+ 8.71% |
$18.5K - $20.4K
|
8.74K
$306K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
429+ 0.48% |
$11.3K - $12.5K
|
89.3K
$3.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
302+ 1.15% |
$7.96K - $8.79K
|
26.6K
$933K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
300+ 6.2% |
$7.91K - $8.73K
|
5.14K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
171+ 0.21% |
$4.51K - $4.97K
|
79.8K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
114+ 1.31% |
$3.01K - $3.32K
|
8.82K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
110New |
$2.9K - $3.2K
|
110
$3.85K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
100+ 17.86% |
$2.64K - $2.91K
|
660
$23.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$79.1 - $87.3
|
3
$105
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.09% |
$79.1 - $87.3
|
3.38K
$119K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-35- 0.28% |
$923 - $1.02K
|
12.3K
$430K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-582- 9.58% |
$15.3K - $16.9K
|
5.5K
$192K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-863- 5.99% |
$22.7K - $25.1K
|
13.6K
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.51K- 1.26% |
$39.7K - $43.8K
|
118K
$4.12M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.8K- 2.33% |
$47.3K - $52.2K
|
75.2K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.43K- 17.35% |
$64.2K - $70.8K
|
11.6K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.15K- 1.97% |
$109K - $121K
|
206K
$7.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4.31K- 11.8% |
$113K - $125K
|
32.2K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.23K- 14.79% |
$164K - $181K
|
35.9K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.95K- 16.26% |
$210K - $231K
|
40.9K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.6K- 6.49% |
$702K - $775K
|
384K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.6K- 5.36% |
$1.89M - $2.08M
|
1.26M
$44.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.6K- 5.36% |
$1.89M - $2.08M
|
1.26M
$44.3M
|