Latest Institutional Purchases of John Hancock Financial Opportunities Fund (BTO)
This list provides information on the latest institutional transactions involving John Hancock Financial Opportunities Fund (BTO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51K+ 8.61% |
$1.74M - $1.93M
|
643K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20.7KNew |
$704K - $783K
|
20.7K
$687K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.2KNew |
$449K - $499K
|
13.2K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8K+ 19.34% |
$272K - $303K
|
49.3K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.09KNew |
$241K - $268K
|
7.09K
$235K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.82K+ 19.11% |
$232K - $258K
|
42.5K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.58KNew |
$224K - $249K
|
6.58K
$219K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.83KNew |
$96.4K - $107K
|
2.83K
$94K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.22K+ 5.84% |
$75.6K - $84K
|
40.2K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.19K+ 9.54% |
$74.5K - $82.8K
|
25.1K
$835K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.69K+ 12.92% |
$57.5K - $63.9K
|
14.8K
$490K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.51K+ 14.18% |
$51.6K - $57.3K
|
12.2K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.17K+ 5.82% |
$40K - $44.4K
|
21.3K
$709K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.08K+ 1.17% |
$36.8K - $40.9K
|
93.5K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1KNew |
$34.1K - $37.8K
|
1K
$33.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
503New |
$17.1K - $19K
|
503
$16.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
340New |
$11.6K - $12.9K
|
340
$11.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
300New |
$10.2K - $11.4K
|
300
$9.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
211+ 0.71% |
$7.18K - $7.98K
|
29.7K
$988K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
193+ 0.63% |
$6.57K - $7.3K
|
30.9K
$1.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
180New |
$6.13K - $6.81K
|
180
$5.98K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
138+ 0.73% |
$4.7K - $5.22K
|
19.1K
$635K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$3.4K - $3.78K
|
100
$3.32K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
97New |
$3.3K - $3.67K
|
97
$3.22K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
90+ 11.54% |
$3.06K - $3.41K
|
870
$28.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
61+ 0.13% |
$2.08K - $2.31K
|
46.7K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22New |
$749 - $832
|
22
$731
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14+ 0.13% |
$477 - $530
|
10.8K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$170 - $189
|
5
$166
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.07% |
$102 - $114
|
4.5K
$149K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
7.31K+ 37.8% |
$208K - $259K
|
26.6K
$885K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.35K+ 2.54% |
$181K - $225K
|
256K
$8.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.73KNew |
$163K - $203K
|
5.73K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.48KNew |
$156K - $194K
|
5.48K
$182K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$33.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
967+ 149.0% |
$27.5K - $34.3K
|
1.62K
$53.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
3+ 2.36% |
$85.3 - $106
|
130
$4.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23.9KNew |
$767K - $916K
|
23.9K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.12KNew |
$197K - $235K
|
6.12K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
550+ 4.47% |
$17.7K - $21.1K
|
12.9K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 33.33% |
$16.1K - $19.2K
|
2K
$66.5K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
23.1KNew |
$734K - $910K
|
23.1K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.9KNew |
$602K - $746K
|
18.9K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.74KNew |
$55.4K - $68.6K
|
1.74K
$57.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$15.9K - $19.7K
|
500
$16.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
220New |
$7K - $8.68K
|
220
$7.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
200New |
$6.36K - $7.89K
|
200
$6.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58.7K+ 3216.0% |
$1.64M - $1.96M
|
60.5K
$2.01M
|
|