Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
1.56M
New
$58.5M - $68.9M
1.56M $55.2M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
22.1K
+ 9.67%
$828K - $976K
251K $8.86M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
21.4K
+ 1579.34%
$801K - $944K
22.8K $803K
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
17.8K
+ 246.98%
$666K - $785K
25K $882K
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
16.7K
+ 141.4%
$627K - $738K
28.6K $1.01M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
15.2K
+ 144.73%
$568K - $669K
25.7K $906K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.8K
+ 10.48%
$481K - $567K
135K $4.78M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.6K
+ 3.22%
$432K - $510K
370K $13.1M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
9.52K
New
$356K - $420K
9.52K $336K
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

BUY
 -
8.75K
New
$328K - $386K
8.75K $309K
Nov 15, 2021 Q3 2021
Invesco Ltd.

Atlanta, GA
BUY
 -
6.99K
+ 107.88%
$261K - $308K
13.5K $475K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.66K
+ 5.1%
$212K - $250K
117K $4.12M
Oct 13, 2021 Q3 2021
Capital Investment Advisors, LLC

BUY
 -
5.5K
New
$206K - $243K
5.5K $194K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
4.27K
+ 2.47%
$160K - $188K
177K $6.26M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
3.88K
+ 7.38%
$145K - $171K
56.4K $1.99M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
2.37K
New
$88.5K - $104K
2.37K $83.5K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.31K
+ 16.95%
$86.4K - $102K
15.9K $562K
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
2.3K
+ 30.35%
$86.1K - $101K
9.87K $349K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
1.8K
+ 31.3%
$67.4K - $79.4K
7.55K $267K
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.67K
New
$62.7K - $73.8K
1.67K $59.1K
Oct 21, 2021 Q3 2021
Total Clarity Wealth Management, Inc.

BUY
 -
1.01K
New
$38K - $44.7K
1.01K $35.8K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
979
+ 4.92%
$36.6K - $43.2K
20.9K $737K
Nov 12, 2021 Q3 2021
Fca Corp

Houston, TX
BUY
 -
452
+ 0.48%
$16.9K - $19.9K
94.6K $3.34M
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
431
New
$16.1K - $19K
431 $15.2K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
210
+ 5.59%
$7.86K - $9.26K
3.97K $140K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

BUY
 -
208
+ 2.13%
$7.79K - $9.17K
9.99K $353K
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
84
New
$3.14K - $3.7K
84 $2.97K
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
81
+ 0.84%
$3.03K - $3.57K
9.71K $343K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
50
+ 0.67%
$1.87K - $2.21K
7.54K $266K
Nov 15, 2021 Q3 2021
Guggenheim Capital LLC

Chicago, IL
BUY
 -
33
+ 0.58%
$1.24K - $1.46K
5.73K $202K
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
28
+ 1.23%
$1.05K - $1.23K
2.31K $81.6K
Nov 10, 2021 Q3 2021
Time Scale Financial, Inc.

BUY
 -
7
+ 1.39%
$262 - $309
510 $18K
Nov 17, 2021 Q3 2021
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
7
+ 1.69%
$262 - $309
420 $14.8K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
7
+ 0.17%
$262 - $309
4.13K $146K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-15
- 1.41%
$561 - $662
1.05K $36.9K
Nov 10, 2021 Q3 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-19
Closed
$711 - $838
0 $0
Nov 16, 2021 Q3 2021
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-75
- 1.25%
$2.81K - $3.31K
5.91K $209K
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-131
- 0.59%
$4.9K - $5.78K
21.9K $774K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

SELL
 -
-200
- 22.99%
$7.49K - $8.82K
670 $23.7K
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-203
- 1.84%
$7.6K - $8.95K
10.9K $383K
Nov 15, 2021 Q3 2021
Patten Group, Inc.

SELL
 -
-329
- 3.81%
$12.3K - $14.5K
8.3K $293K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-360
- 75.31%
$13.5K - $15.9K
118 $4.17K
Nov 18, 2021 Q3 2021
Orleans Capital Management Corp

Mandeville, LA
SELL
 -
-500
- 4.25%
$18.7K - $22.1K
11.3K $398K
Oct 20, 2021 Q3 2021
North Star Asset Management Inc

SELL
 -
-564
- 0.51%
$21.1K - $24.9K
110K $3.9M
Oct 28, 2021 Q3 2021
American Research & Management Co.

SELL
 -
-606
Closed
$22.7K - $26.7K
0 $0
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

SELL
 -
-703
- 6.6%
$26.3K - $31K
9.95K $351K
Nov 12, 2021 Q3 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-872
- 4.45%
$32.6K - $38.5K
18.7K $660K
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-1.11K
- 8.96%
$41.5K - $48.9K
11.3K $398K
Oct 13, 2021 Q3 2021
Fny Investment Advisers, LLC

SELL
 -
-2K
Closed
$74.9K - $88.2K
0 $0

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