Purchases and Sales Made in Q4 2024 in John Hancock Financial Opportunities Fund (BTO)

BTO Quotes by TradingView

This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO) during Q4 2024. 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
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
525K
New
$16.7M - $20.7M
525K $18M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
74.4K
+ 66.81%
$2.37M - $2.94M
186K $6.36M
Mar 19, 2025 Q4 2024
Chancellor Financial Group Wb LP

Wilkes Barre, PA
BUY
 -
33.6K
New
$1.07M - $1.33M
33.6K $1.15M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
27.9K
+ 12.24%
$888K - $1.1M
256K $8.76M
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
23.1K
New
$734K - $910K
23.1K $790K
Jan 21, 2025 Q4 2024
Tennessee Valley Asset Management Partners

BUY
 -
20.6K
New
$657K - $814K
20.6K $707K
Jan 22, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
18.9K
New
$602K - $746K
18.9K $647K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
17.4K
+ 167.67%
$555K - $688K
27.8K $952K
Feb 13, 2025 Q4 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.7K
+ 28.16%
$501K - $621K
71.7K $2.45M
Feb 14, 2025 Q4 2024
Morgan Stanley

New York, NY
BUY
 -
12.8K
+ 1.0%
$407K - $505K
1.29M $44.2M
Feb 14, 2025 Q4 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
10.9K
+ 97.03%
$346K - $428K
22.1K $755K
Feb 07, 2025 Q4 2024
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
9.63K
+ 4.25%
$307K - $380K
236K $8.09M
Feb 14, 2025 Q4 2024
Triumph Capital Management

BUY
 -
2.74K
+ 13.5%
$87.3K - $108K
23.1K $790K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
1.74K
New
$55.4K - $68.6K
1.74K $59.6K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1.61K
+ 8.86%
$51.4K - $63.7K
19.8K $679K
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
1.47K
+ 10.5%
$46.7K - $57.9K
15.4K $529K
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.2K
+ 7.76%
$38.1K - $47.3K
16.6K $569K
Feb 11, 2025 Q4 2024
Fca Corp

Houston, TX
BUY
 -
638
+ 0.68%
$20.3K - $25.2K
94.6K $3.24M
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
500
New
$15.9K - $19.7K
500 $17.1K
Feb 14, 2025 Q4 2024
Ubs Group Ag

BUY
 -
430
+ 1.04%
$13.7K - $17K
42K $1.44M
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
425
+ 2.35%
$13.5K - $16.8K
18.5K $633K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
416
New
$13.2K - $16.4K
416 $14.2K
Feb 13, 2025 Q4 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
292
+ 1.51%
$9.29K - $11.5K
19.6K $672K
Mar 17, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
283
+ 4.47%
$9.01K - $11.2K
6.62K $227K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
225
New
$7.16K - $8.88K
225 $7.7K
Jan 28, 2025 Q4 2024
Wingate Wealth Advisors, Inc.

Lexington, MA
BUY
 -
220
New
$7K - $8.68K
220 $7.53K
Feb 14, 2025 Q4 2024
Navigoe, LLC

Redondo Beach, CA
BUY
 -
200
New
$6.36K - $7.89K
200 $6.85K
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
162
+ 1.46%
$5.15K - $6.39K
11.3K $386K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
107
+ 1.2%
$3.4K - $4.22K
9.04K $310K
Jan 21, 2025 Q4 2024
Toth Financial Advisory Corp

BUY
 -
75
+ 11.19%
$2.39K - $2.96K
745 $25.5K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
3
+ 2.05%
$95.5 - $118
149 $5.1K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
2
+ 0.06%
$63.6 - $78.9
3.39K $116K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 07, 2025 Q4 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2025 Q4 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-113
- 0.66%
$3.6K - $4.46K
17K $580K
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
SELL
 -
-230
- 2.93%
$7.32K - $9.07K
7.63K $261K
Jan 28, 2025 Q4 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
SELL
 -
-294
- 0.85%
$9.36K - $11.6K
34.3K $1.17M
Feb 11, 2025 Q4 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-364
- 1.46%
$11.6K - $14.4K
24.5K $839K
Jan 30, 2025 Q4 2024
L.M. Kohn & Company

SELL
 -
-384
- 3.03%
$12.2K - $15.1K
12.3K $421K
Feb 19, 2025 Q4 2024
North Star Asset Management Inc

SELL
 -
-700
- 0.94%
$22.3K - $27.6K
73.8K $2.53M
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

SELL
 -
-816
- 2.1%
$26K - $32.2K
38.1K $1.3M
Jan 13, 2025 Q4 2024
Mendota Financial Group, LLC

Madison, WI
SELL
 -
-1.05K
- 27.5%
$33.5K - $41.5K
2.77K $95K
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.13K
- 4.73%
$36.1K - $44.7K
22.9K $782K
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

SELL
 -
-1.32K
- 12.61%
$42K - $52.1K
9.14K $313K
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
SELL
 -
-1.36K
- 3.61%
$43.3K - $53.7K
36.4K $1.24M
Feb 12, 2025 Q4 2024
Wedbush Securities Inc

SELL
 -
-1.91K
- 21.95%
$60.7K - $75.2K
6.78K $232K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-1.92K
- 5.35%
$61.2K - $75.9K
34K $1.16M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

SELL
 -
-5.63K
- 2.72%
$179K - $222K
201K $6.89M
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-7.34K
- 99.96%
$234K - $290K
3 $103

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