Latest Institutional Transactions on John Hancock Financial Opportunities Fund (BTO)
This table provides information on the latest institutional transactions involving John Hancock Financial Opportunities Fund (BTO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2019
Q2 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2KClosed |
$61.1K - $69.2K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.3KClosed |
$70.2K - $79.5K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-300Closed |
$9.17K - $10.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.71KClosed |
$251K - $308K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-500Closed |
$14.4K - $17.7K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-360Closed |
$9.42K - $13.5K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-27.3KClosed |
$714K - $1.03M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.4KClosed |
$404K - $580K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-18.2KClosed |
$476K - $685K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.44KClosed |
$37.8K - $54.3K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-49.6KClosed |
$1.3M - $1.87M
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-612Closed |
$16K - $23K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
552New |
$20.4K - $21.6K
|
552
$20.6K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-462Closed |
$17K - $18.1K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
190KNew |
$7M - $7.44M
|
190K
$7.07M
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-9Closed |
$332 - $353
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
M&T Bank Corp
|
SELL
|
- |
-5.42KClosed |
$200K - $212K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-906Closed |
$33.4K - $35.5K
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250Closed |
$9.22K - $9.8K
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 28, 2020
Q2 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-111Closed |
$4.12K - $4.44K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-227Closed |
$8.42K - $9.08K
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.36KClosed |
$199K - $214K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 20, 2018
Q1 2018
|
First Manhattan CO
New York, NY |
SELL
|
- |
-759Closed |
$28K - $30.9K
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Regions Financial Corp
|
SELL
|
- |
-231Closed |
$8.52K - $9.42K
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-460Closed |
$17K - $18.7K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 12, 2017
Q3 2017
|
Bogart Wealth, LLC
|
BUY
|
- |
231New |
$7.34K - $8.61K
|
231
$8.6K
|
|