Purchases and Sales Made in Q4 2021 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
45K+ 2.88% |
$1.86M - $2.09M
|
1.61M
$56.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6K+ 51.25% |
$814K - $914K
|
57.9K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.2K+ 9.04% |
$507K - $570K
|
148K
$5.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$435K - $488K
|
10.5K
$367K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 5.78% |
$425K - $478K
|
187K
$6.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.91KNew |
$411K - $462K
|
9.91K
$347K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.84K+ 7.58% |
$367K - $412K
|
125K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
6.76KNew |
$280K - $315K
|
6.76K
$237K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.04K+ 2.41% |
$250K - $281K
|
257K
$9M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.22K+ 10.63% |
$92K - $103K
|
23.1K
$809K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.1KNew |
$87.1K - $97.8K
|
2.1K
$73.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$84.2K - $94.6K
|
2.03K
$71.1K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 9.13% |
$60.3K - $67.7K
|
17.4K
$608K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.1K+ 11.01% |
$45.6K - $51.2K
|
11.1K
$389K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
926+ 10.58% |
$38.4K - $43.1K
|
9.68K
$339K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
750New |
$31.1K - $34.9K
|
750
$26.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
667+ 2.93% |
$27.7K - $31.1K
|
23.4K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
636+ 1.52% |
$26.4K - $29.6K
|
42.5K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
601New |
$24.9K - $28K
|
601
$21K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
555+ 5.72% |
$23K - $25.9K
|
10.3K
$359K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
518+ 4.59% |
$21.5K - $24.1K
|
11.8K
$413K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
400+ 4.05% |
$16.6K - $18.6K
|
10.3K
$360K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
354+ 33.36% |
$14.7K - $16.5K
|
1.42K
$49.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
252New |
$10.5K - $11.7K
|
252
$8.83K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
239+ 2.4% |
$9.91K - $11.1K
|
10.2K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
208+ 1.55% |
$8.63K - $9.69K
|
13.7K
$479K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
198+ 0.35% |
$8.21K - $9.22K
|
56.6K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
120New |
$4.98K - $5.59K
|
120
$4.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
73New |
$3.03K - $3.4K
|
73
$2.56K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
53+ 2.24% |
$2.2K - $2.47K
|
2.42K
$84.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
50New |
$2.07K - $2.33K
|
50
$1.75K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$2.07K - $2.33K
|
50
$1.75K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46+ 0.61% |
$1.91K - $2.14K
|
7.58K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
27+ 1.17% |
$1.12K - $1.26K
|
2.34K
$81.9K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
12+ 0.11% |
$498 - $559
|
10.9K
$380K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
7+ 1.37% |
$290 - $326
|
517
$18.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.17% |
$290 - $326
|
4.14K
$145K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 1.25% |
$41.5 - $46.6
|
81
$2.84K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12- 0.06% |
$498 - $559
|
18.7K
$655K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-20- 0.3% |
$829 - $932
|
6.74K
$236K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46Closed |
$1.91K - $2.14K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 0.69% |
$3.11K - $3.49K
|
10.9K
$381K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-118Closed |
$4.89K - $5.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-250- 1.14% |
$10.4K - $11.6K
|
21.7K
$759K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-266- 2.79% |
$11K - $12.4K
|
9.26K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 8.33% |
$24.9K - $28K
|
6.61K
$231K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-929- 91.62% |
$38.5K - $43.3K
|
85
$2.98K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-983- 11.85% |
$40.8K - $45.8K
|
7.31K
$256K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 0.32% |
$48.8K - $54.8K
|
369K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 11.04% |
$51.6K - $58K
|
10K
$351K
|