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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
525KNew |
$16.7M - $20.7M
|
525K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.4K+ 66.81% |
$2.37M - $2.94M
|
186K
$6.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20.6KNew |
$657K - $814K
|
20.6K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
18.9KNew |
$602K - $746K
|
18.9K
$712K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4K+ 167.67% |
$555K - $688K
|
27.8K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7KNew |
$372K - $461K
|
11.7K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
9.63K+ 4.25% |
$307K - $380K
|
236K
$8.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 10.5% |
$46.7K - $57.9K
|
15.4K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.2K+ 7.76% |
$38.1K - $47.3K
|
16.6K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
638+ 0.68% |
$20.3K - $25.2K
|
94.6K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
500New |
$15.9K - $19.7K
|
500
$18.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 2.35% |
$13.5K - $16.8K
|
18.5K
$696K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
416New |
$13.2K - $16.4K
|
416
$15.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
225New |
$7.16K - $8.88K
|
225
$8.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
220New |
$7K - $8.68K
|
220
$8.28K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
162+ 1.46% |
$5.15K - $6.39K
|
11.3K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 1.2% |
$3.4K - $4.22K
|
9.04K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
75+ 11.19% |
$2.39K - $2.96K
|
745
$28K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 2.05% |
$95.5 - $118
|
149
$5.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.06% |
$63.6 - $78.9
|
3.39K
$128K
|
|
|
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
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.8K+ 16.82% |
$915K - $1.1M
|
228K
$8.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
18.8K+ 46.07% |
$525K - $629K
|
59.7K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 4.58% |
$490K - $587K
|
401K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 0.99% |
$350K - $419K
|
1.28M
$48.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.9K+ 130.27% |
$305K - $366K
|
19.3K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.34K+ 244733.33% |
$205K - $246K
|
7.35K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.34KNew |
$177K - $212K
|
6.34K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.66K+ 0.96% |
$158K - $189K
|
596K
$22.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.94KNew |
$81.9K - $98.2K
|
2.94K
$111K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.72K+ 7.52% |
$75.9K - $91.1K
|
38.9K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 5.16% |
$51.6K - $61.9K
|
37.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
941+ 313.67% |
$26.2K - $31.5K
|
1.24K
$46.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
907New |
$25.3K - $30.3K
|
907
$34.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
650New |
$18.1K - $21.7K
|
650
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
639+ 3.64% |
$17.8K - $21.4K
|
18.2K
$686K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$6.97K - $8.36K
|
250
$9.41K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226+ 2.96% |
$6.3K - $7.56K
|
7.86K
$296K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
213New |
$5.94K - $7.12K
|
213
$8.02K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$1.39K - $1.67K
|
50
$1.88K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.3K+ 400.04% |
$826K - $911K
|
39.1K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$65.9K - $72.7K
|
2.5K
$94.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.5K+ 20.47% |
$39.5K - $43.6K
|
8.83K
$332K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 11.85% |
$29K - $32K
|
10.4K
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 200.0% |
$26.4K - $29.1K
|
1.5K
$56.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
110New |
$2.9K - $3.2K
|
110
$4.14K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
44.5KNew |
$1.21M - $1.39M
|
44.5K
$1.67M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 21.69% |
$80.5K - $92.5K
|
16.6K
$627K
|
|