Purchases and Sales Made in Q3 2025 in John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.93K+ 1.14% |
$99.6K - $111K
|
259K
$8.6M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78- 0.48% |
$2.66K - $2.95K
|
16.3K
$541K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-86- 0.23% |
$2.93K - $3.25K
|
36.8K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-117- 16.88% |
$3.98K - $4.43K
|
576
$19.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 56.5% |
$6.81K - $7.57K
|
154
$5.12K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 9.92% |
$6.81K - $7.57K
|
1.82K
$60.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-325- 2.52% |
$11.1K - $12.3K
|
12.6K
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-440- 1.96% |
$15K - $16.6K
|
22K
$733K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-685- 0.79% |
$23.3K - $25.9K
|
86.4K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-803- 5.37% |
$27.3K - $30.4K
|
14.1K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-950- 5.53% |
$32.3K - $35.9K
|
16.2K
$540K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-972- 97.2% |
$33.1K - $36.8K
|
28
$930
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.12K- 16.21% |
$38.1K - $42.4K
|
5.79K
$192K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.55K- 5.69% |
$52.9K - $58.8K
|
25.7K
$855K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-3.26K- 4.51% |
$111K - $123K
|
69K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.5K- 10.98% |
$119K - $132K
|
28.4K
$942K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.84K- 21.32% |
$131K - $145K
|
14.2K
$471K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
SELL
|
- |
-7.31K- 27.43% |
$249K - $276K
|
19.3K
$642K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.82K- 55.56% |
$266K - $296K
|
6.26K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.47K- 4.09% |
$288K - $321K
|
199K
$6.6M
|
|