Stratos Wealth Partners, Ltd. John Hancock Financial Opportunities Fund Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$26.17 - $37.63 $37,789 - $54,337	-1,444 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$36.88 - $39.2 $53,254 - $56,604	1,444 New	1,444 $53,000
Q2 2018 Aug 13, 2018	SELL	$37.1 - $40.0 $48,007 - $51,760	-1,294 Closed	0 $0
Q1 2018 May 10, 2018	SELL	$36.89 - $40.76 $92,225 - $101,900	-2,500 Reduced 65.89%	1,294 $50,000
Q4 2017 Feb 09, 2018	SELL	$34.68 - $39.59 $355,470 - $405,797	-10,250 Reduced 72.98%	3,794 $149,000
Q3 2017 Nov 07, 2017	BUY	$31.77 - $37.26 $446,177 - $523,279	14,044	14,044 $523,000

Others Institutions Holding BTO

# of Institutions

83

Shares Held

4.12M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.28M
Shares

$47.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

596K
Shares

$22.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$15 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

228K
Shares

$8.51 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

227K
Shares

$8.46 Million
0.3% of portfolio

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

Ticker BTO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...

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