Purchases and Sales Made in Q3 2024 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
129K+ 132.87% |
$3.61M - $4.33M
|
227K
$7.94M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58.7K+ 3216.0% |
$1.64M - $1.96M
|
60.5K
$2.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
33.2K+ 288.38% |
$927K - $1.11M
|
44.8K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.8K+ 16.82% |
$915K - $1.1M
|
228K
$7.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 25.3% |
$627K - $752K
|
111K
$3.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.8K+ 46.07% |
$525K - $629K
|
59.7K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 4.58% |
$490K - $587K
|
401K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$431K - $516K
|
15.4K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 0.99% |
$350K - $419K
|
1.28M
$44.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.9K+ 130.27% |
$305K - $366K
|
19.3K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.34K+ 244733.33% |
$205K - $246K
|
7.35K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.34KNew |
$177K - $212K
|
6.34K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.66K+ 0.96% |
$158K - $189K
|
596K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 89.17% |
$137K - $164K
|
10.4K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.31K+ 13.38% |
$120K - $144K
|
36.5K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.94KNew |
$81.9K - $98.2K
|
2.94K
$103K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 7.52% |
$75.9K - $91.1K
|
38.9K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 5.16% |
$51.6K - $61.9K
|
37.7K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 7.83% |
$28.3K - $34K
|
14K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
941+ 313.67% |
$26.2K - $31.5K
|
1.24K
$43.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
907New |
$25.3K - $30.3K
|
907
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
903+ 0.97% |
$25.2K - $30.2K
|
94K
$3.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
650New |
$18.1K - $21.7K
|
650
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
639+ 3.64% |
$17.8K - $21.4K
|
18.2K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
425+ 3.46% |
$11.9K - $14.2K
|
12.7K
$444K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
321+ 0.16% |
$8.95K - $10.7K
|
207K
$7.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$6.97K - $8.36K
|
250
$8.76K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226+ 2.96% |
$6.3K - $7.56K
|
7.86K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
213New |
$5.94K - $7.12K
|
213
$7.46K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
120+ 1.36% |
$3.35K - $4.01K
|
8.94K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
66+ 82.5% |
$1.84K - $2.21K
|
146
$5.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.39K - $1.67K
|
50
$1.75K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 1.52% |
$279 - $335
|
670
$23.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.06% |
$55.8 - $66.9
|
3.39K
$119K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.19% |
$558 - $669
|
10.8K
$378K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 0.57% |
$1.39K - $1.67K
|
8.69K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-102- 1.99% |
$2.84K - $3.41K
|
5.03K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-485- 4.18% |
$13.5K - $16.2K
|
11.1K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-659- 14.69% |
$18.4K - $22K
|
3.83K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-706- 0.94% |
$19.7K - $23.6K
|
74.5K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-708- 2.77% |
$19.7K - $23.7K
|
24.9K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-721- 1.97% |
$20.1K - $24.1K
|
35.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 8.42% |
$28.7K - $34.4K
|
11.2K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.22K- 8.98% |
$33.9K - $40.7K
|
12.3K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 11.6% |
$36.3K - $43.5K
|
9.91K
$347K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 1.23% |
$40.4K - $48.4K
|
116K
$4.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.76K- 8.86% |
$49K - $58.7K
|
18.1K
$632K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.9K- 5.2% |
$52.9K - $63.5K
|
34.6K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.65K- 9.94% |
$73.9K - $88.6K
|
24K
$840K
|