Purchases and Sales Made in Q2 2025 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.2K+ 5.32% |
$803K - $1M
|
559K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.24K+ 24.89% |
$234K - $292K
|
41.3K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.49K+ 49.89% |
$213K - $265K
|
22.5K
$747K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.35K+ 2.54% |
$181K - $225K
|
256K
$8.51M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.18K+ 56.08% |
$176K - $219K
|
17.2K
$571K
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.65K+ 11.07% |
$132K - $165K
|
46.7K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.74K+ 0.64% |
$106K - $132K
|
592K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.34K+ 1.56% |
$38.1K - $47.5K
|
87.1K
$2.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 32.5% |
$31.3K - $39K
|
4.49K
$149K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 3.94% |
$29.4K - $36.7K
|
27.3K
$907K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$33.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$33.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
994+ 3.48% |
$28.3K - $35.2K
|
29.5K
$981K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
967+ 149.0% |
$27.5K - $34.3K
|
1.62K
$53.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
761+ 2.11% |
$21.6K - $27K
|
36.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732+ 5.93% |
$20.8K - $25.9K
|
13.1K
$434K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
641+ 3.28% |
$18.2K - $22.7K
|
20.2K
$670K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
568+ 1.62% |
$16.2K - $20.1K
|
35.7K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
552+ 2.46% |
$15.7K - $19.6K
|
23K
$763K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
539+ 1.44% |
$15.3K - $19.1K
|
38K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
503+ 2.72% |
$14.3K - $17.8K
|
19K
$631K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
491+ 4.82% |
$14K - $17.4K
|
10.7K
$355K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
400+ 3.2% |
$11.4K - $14.2K
|
12.9K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
179+ 34.82% |
$5.09K - $6.34K
|
693
$23K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
157+ 0.51% |
$4.47K - $5.56K
|
30.7K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
148+ 71.84% |
$4.21K - $5.24K
|
354
$11.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
135+ 0.51% |
$3.84K - $4.78K
|
26.6K
$885K
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 44.44% |
$2.84K - $3.54K
|
125
$4.15K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-186- 40.17% |
$5.29K - $6.59K
|
277
$9.2K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-264- 1.59% |
$7.51K - $9.35K
|
16.4K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-348- 1.9% |
$9.9K - $12.3K
|
18K
$598K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-471- 1.46% |
$13.4K - $16.7K
|
31.9K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-486- 4.31% |
$13.8K - $17.2K
|
10.8K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-750- 1.03% |
$21.3K - $26.6K
|
72.3K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-900- 30.85% |
$25.6K - $31.9K
|
2.02K
$67K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.34K- 10.83% |
$38K - $47.4K
|
11K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.24K- 24.44% |
$63.6K - $79.2K
|
6.91K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.1K- 26.59% |
$145K - $181K
|
14.1K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.98K- 3.32% |
$199K - $247K
|
203K
$6.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.44K- 4.36% |
$269K - $334K
|
207K
$6.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.2K- 1.93% |
$687K - $856K
|
1.23M
$40.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-58.3K- 37.66% |
$1.66M - $2.07M
|
96.6K
$3.21M
|
|