Purchases and Sales Made in Q4 2024 in John Hancock Financial Opportunities Fund (BTO)
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
|
- |
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
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-294- 0.85% |
$9.36K - $11.6K
|
34.3K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-364- 1.46% |
$11.6K - $14.4K
|
24.5K
$922K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-384- 3.03% |
$12.2K - $15.1K
|
12.3K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.05K- 27.5% |
$33.5K - $41.5K
|
2.77K
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.13K- 4.73% |
$36.1K - $44.7K
|
22.9K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.32K- 12.61% |
$42K - $52.1K
|
9.14K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.63K- 2.72% |
$179K - $222K
|
201K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 39.58% |
$243K - $301K
|
11.7K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-10.1K- 12.03% |
$320K - $397K
|
73.6K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-31.8K- 70.98% |
$1.01M - $1.25M
|
13K
$489K
|