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BTO Insider Trading (John Hancock Financial Opportunities Fund)

Insider Ownership Percentage: N/A
Insider Buying (Last 12 Months): $10,008.09
Insider Selling (Last 12 Months): $0.00

John Hancock Financial Opportunities Fund Insider Trading History Chart

John Hancock Financial Opportunities Fund Share Price & Price History

$40.20
▲ +0.89 (2.26%)
As of 05/14/2021 01:00 AM ET
Days: 30 | 90 | 365
Learn How to Analyze Your Market and Trading Plan
Custom-design an options strategy to fit your market outlook. This guide goes beyond the basics to help you understand how to evaluate a strategy’s risk and reward. Start with your market outlook, then hone in on your strategy based on the risk you’re willing to take.
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John Hancock Financial Opportunities Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/17/2020Frances G RathkeInsiderBuy367$27.27$10,008.09367View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for John Hancock Financial Opportunities Fund (NYSE:BTO)

18.16% of John Hancock Financial Opportunities Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2021Stephens Inc. AR44,136$1.70M0.0%+8.3%0.235%Search for SEC Filing on Google Icon
5/14/2021Benjamin F. Edwards & Company Inc.879$34K0.0%-26.8%0.005%Search for SEC Filing on Google Icon
5/14/2021Stifel Financial Corp39,637$1.52M0.0%-3.3%0.211%Search for SEC Filing on Google Icon
5/13/2021Guggenheim Capital LLC6,025$0.23M0.0%N/A0.032%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC2,977$0.11M0.0%N/A0.016%Search for SEC Filing on Google Icon
5/12/2021Moors & Cabot Inc.6,805$0.26M0.0%N/A0.036%Search for SEC Filing on Google Icon
5/12/2021FCA Corp TX94,647$3.64M1.1%-0.7%0.505%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG45,339$1.74M0.0%-10.7%0.242%Search for SEC Filing on Google Icon
5/10/2021HighTower Advisors LLC5,661$0.22M0.0%N/A0.030%Search for SEC Filing on Google Icon
5/10/2021Wintrust Investments LLC19,416$0.75M0.1%N/A0.104%Search for SEC Filing on Google Icon
5/10/2021Oppenheimer & Co. Inc.7,429$0.29M0.0%N/A0.040%Search for SEC Filing on Google Icon
5/7/2021The PNC Financial Services Group Inc.1,355$52K0.0%+35.5%0.007%Search for SEC Filing on Google Icon
5/3/2021Nicolet Bankshares Inc.6,110$0.24M0.1%N/A0.033%Search for SEC Filing on Google Icon
4/29/2021North Star Asset Management Inc.112,107$4.31M0.3%-2.6%0.598%Search for SEC Filing on Google Icon
4/28/2021Csenge Advisory Group7,117$0.28M0.0%N/A0.038%Search for SEC Filing on Google Icon
4/27/2021Janney Montgomery Scott LLC213,849$8.22M0.0%+2.9%1.140%Search for SEC Filing on Google Icon
4/23/2021Patten Group Inc.8,525$0.33M0.1%N/A0.045%Search for SEC Filing on Google Icon
4/16/2021NEXT Financial Group Inc8,415$0.32M0.0%+327.2%0.045%Search for SEC Filing on Google Icon
4/12/2021Valeo Financial Advisors LLC1,708$66K0.0%N/A0.009%Search for SEC Filing on Google Icon
4/12/2021FNY Investment Advisers LLC3,153$0.12M0.0%+357.6%0.017%Search for SEC Filing on Google Icon
2/19/2021Orleans Capital Management Corp LA13,675$0.42M0.3%-11.6%0.073%Search for SEC Filing on Google Icon
2/18/2021Truist Financial Corp17,058$0.52M0.0%-10.4%0.091%Search for SEC Filing on Google Icon
2/16/2021Morgan Stanley1,402,914$42.58M0.0%+1.3%7.482%Search for SEC Filing on Google Icon
2/12/2021Stifel Financial Corp41,002$1.24M0.0%-10.9%0.219%Search for SEC Filing on Google Icon
2/12/2021LPL Financial LLC47,040$1.43M0.0%-6.9%0.251%Search for SEC Filing on Google Icon
2/12/2021Raymond James Financial Services Advisors Inc.426,118$12.93M0.0%+3.1%2.273%Search for SEC Filing on Google Icon
2/11/2021Steward Partners Investment Advisory LLC40,958$1.24M0.0%+14.4%0.218%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN231,920$7.04M0.0%-2.6%1.237%Search for SEC Filing on Google Icon
2/9/2021Advisory Services Network LLC4,509$0.14M0.0%-43.3%0.024%Search for SEC Filing on Google Icon
2/8/2021Point View Wealth Management Inc.23,559$0.72M0.3%-2.4%0.126%Search for SEC Filing on Google Icon
2/5/2021NEXT Financial Group Inc1,970$60K0.0%+118.9%0.011%Search for SEC Filing on Google Icon
2/4/2021AdvisorNet Financial Inc4,112$0.13M0.0%-16.1%0.022%Search for SEC Filing on Google Icon
2/3/2021Winslow Evans & Crocker Inc.11,421$0.35M0.1%+96.9%0.061%Search for SEC Filing on Google Icon
1/29/2021Community Bank of Raymore11,250$0.34M0.1%-4.3%0.060%Search for SEC Filing on Google Icon
1/29/2021Formidable Asset Management LLC63,550$1.88M0.4%+1.4%0.339%Search for SEC Filing on Google Icon
1/25/2021Janney Montgomery Scott LLC207,887$6.31M0.0%-2.1%1.109%Search for SEC Filing on Google Icon
1/19/2021Community Bank of Raymore11,250$0.34M0.1%-4.3%0.060%Search for SEC Filing on Google Icon
1/14/2021Community Bank of Raymore16,750$0.47M0.2%+42.6%0.089%Search for SEC Filing on Google Icon
11/20/2020Kathmere Capital Management LLC62,700$1.36M0.2%N/A0.334%Search for SEC Filing on Google Icon
11/16/2020Eudaimonia Partners LLC1,191$43K0.0%-27.6%0.006%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley1,385,470$29.69M0.0%-0.6%7.421%Search for SEC Filing on Google Icon
11/13/2020Cetera Advisor Networks LLC19,300$0.41M0.0%+6,333.3%0.103%Search for SEC Filing on Google Icon
11/13/2020Orleans Capital Management Corp LA15,475$0.33M0.3%-23.0%0.083%Search for SEC Filing on Google Icon
11/9/2020LPL Financial LLC50,550$1.08M0.0%+6.0%0.271%Search for SEC Filing on Google Icon
11/6/2020Point View Wealth Management Inc.24,144$0.52M0.2%-3.8%0.129%Search for SEC Filing on Google Icon
11/6/2020Janney Montgomery Scott LLC212,299$4.55M0.0%-1.2%1.137%Search for SEC Filing on Google Icon
11/5/2020First Trust Advisors LP23,966$0.51M0.0%-39.2%0.128%Search for SEC Filing on Google Icon
11/5/2020Wells Fargo & Company MN238,096$5.10M0.0%-12.7%1.275%Search for SEC Filing on Google Icon
11/4/2020Raymond James Financial Services Advisors Inc.413,408$8.86M0.0%-3.7%2.214%Search for SEC Filing on Google Icon
11/4/2020Raymond James & Associates109,634$2.35M0.0%-50.0%0.587%Search for SEC Filing on Google Icon
11/2/2020D.A. Davidson & CO.11,302$0.24M0.0%+5.9%0.061%Search for SEC Filing on Google Icon
11/2/2020North Star Asset Management Inc.115,952$2.49M0.2%-3.7%0.621%Search for SEC Filing on Google Icon
10/30/2020Steward Partners Investment Advisory LLC35,798$0.77M0.0%+1.4%0.192%Search for SEC Filing on Google Icon
10/26/2020Clear Harbor Asset Management LLC1,794$38K0.0%N/A0.010%Search for SEC Filing on Google Icon
10/21/2020Winslow Evans & Crocker Inc.5,800$0.12M0.0%-35.6%0.031%Search for SEC Filing on Google Icon
8/26/2020AdvisorNet Financial Inc2,040$47K0.0%+377.8%0.011%Search for SEC Filing on Google Icon
8/14/2020Bank of America Corp DE175,597$4.03M0.0%+8.2%0.941%Search for SEC Filing on Google Icon
8/14/2020Stifel Financial Corp50,135$1.15M0.0%-7.2%0.269%Search for SEC Filing on Google Icon
8/14/2020Advisor Group Holdings Inc.23,912$0.55M0.0%-15.5%0.128%Search for SEC Filing on Google Icon
8/13/2020FCA Corp TX95,348$2.19M0.8%-1.8%0.511%Search for SEC Filing on Google Icon
8/13/2020Formidable Asset Management LLC62,550$1.32M0.4%+498.6%0.335%Search for SEC Filing on Google Icon
8/10/2020D.A. Davidson & CO.10,675$0.25M0.0%N/A0.057%Search for SEC Filing on Google Icon
8/7/2020Wintrust Investments LLC17,791$0.41M0.1%N/A0.095%Search for SEC Filing on Google Icon
8/6/2020Steward Partners Investment Advisory LLC35,298$0.81M0.0%-4.9%0.189%Search for SEC Filing on Google Icon
7/31/2020UBS Group AG58,920$1.35M0.0%-8.5%0.316%Search for SEC Filing on Google Icon
7/28/2020North Star Asset Management Inc.120,452$2.76M0.2%-1.6%0.645%Search for SEC Filing on Google Icon
7/28/2020Raymond James & Associates219,243$5.03M0.0%-5.2%1.174%Search for SEC Filing on Google Icon
7/27/2020Cambridge Investment Research Advisors Inc.11,436$0.26M0.0%-4.1%0.061%Search for SEC Filing on Google Icon
7/23/2020Winslow Evans & Crocker Inc.9,000$0.21M0.1%-14.3%0.048%Search for SEC Filing on Google Icon
7/23/2020Janney Montgomery Scott LLC214,953$4.93M0.0%+1.9%1.151%Search for SEC Filing on Google Icon
7/22/2020First Trust Advisors LP39,402$0.90M0.0%-4.8%0.211%Search for SEC Filing on Google Icon
7/22/2020CWM LLC2,270$52K0.0%N/A0.012%Search for SEC Filing on Google Icon
7/17/2020Raymond James Financial Services Advisors Inc.429,242$9.85M0.0%N/A2.299%Search for SEC Filing on Google Icon
6/16/2020Royal Bank of Canada71,371$1.31M0.0%-51.6%0.382%Search for SEC Filing on Google Icon
6/2/2020Guggenheim Capital LLC14,139$0.26M0.0%+30.0%0.076%Search for SEC Filing on Google Icon
6/1/2020Formidable Asset Management LLC10,450$0.19M0.1%N/A0.056%Search for SEC Filing on Google Icon
5/26/2020Morgan Stanley1,310,504$24.03M0.0%-2.4%7.019%Search for SEC Filing on Google Icon
5/20/2020FCA Corp TX97,071$1.78M0.7%-1.1%0.520%Search for SEC Filing on Google Icon
5/18/2020Karpus Management Inc.53,830$0.99M0.0%N/A0.288%Search for SEC Filing on Google Icon
5/18/2020Advisor Group Holdings Inc.28,295$0.52M0.0%N/A0.152%Search for SEC Filing on Google Icon
5/15/2020Invesco Ltd.13,311$0.24M0.0%N/A0.071%Search for SEC Filing on Google Icon
5/15/2020Morgan Stanley1,310,504$24.03M0.0%-2.4%7.019%Search for SEC Filing on Google Icon
5/15/2020Cohen & Steers Inc.66,779$1.23M0.0%-13.6%0.358%Search for SEC Filing on Google Icon
5/14/2020Wells Fargo & Company MN342,449$6.28M0.0%-12.9%1.834%Search for SEC Filing on Google Icon
5/13/2020City of London Investment Management Co. Ltd.50,634$0.94M0.1%+89.8%0.271%Search for SEC Filing on Google Icon
5/12/2020Citigroup Inc.20,000$0.37M0.0%+100.0%0.107%Search for SEC Filing on Google Icon
5/12/2020Rockefeller Capital Management L.P.5,260$96K0.0%N/A0.028%Search for SEC Filing on Google Icon
5/11/2020Commonwealth Equity Services LLC24,392$0.45M0.0%-4.2%0.131%Search for SEC Filing on Google Icon
5/8/2020Community Bank of Raymore11,750$0.22M0.1%-29.9%0.063%Search for SEC Filing on Google Icon
5/8/2020PNC Financial Services Group Inc.1,600$29K0.0%+166.7%0.009%Search for SEC Filing on Google Icon
5/8/2020Point View Wealth Management Inc.25,329$0.47M0.3%-3.3%0.136%Search for SEC Filing on Google Icon
5/8/2020Cambridge Investment Research Advisors Inc.11,924$0.22M0.0%+10.1%0.064%Search for SEC Filing on Google Icon
5/8/2020Cetera Advisor Networks LLC12,700$0.23M0.0%N/A0.068%Search for SEC Filing on Google Icon
5/6/2020First Trust Advisors LP41,385$0.76M0.0%-1.5%0.222%Search for SEC Filing on Google Icon
5/5/2020Eudaimonia Partners LLC2,700$50K0.0%+23.5%0.014%Search for SEC Filing on Google Icon
5/1/2020UBS Group AG64,385$1.18M0.0%-11.9%0.345%Search for SEC Filing on Google Icon
4/30/2020Janney Montgomery Scott LLC210,970$3.87M0.0%-5.2%1.130%Search for SEC Filing on Google Icon
4/29/2020Steward Partners Investment Advisory LLC37,123$0.68M0.0%-1.3%0.199%Search for SEC Filing on Google Icon
4/24/2020North Star Asset Management Inc.122,417$2.25M0.2%-14.7%0.656%Search for SEC Filing on Google Icon
4/21/2020Raymond James & Associates231,157$4.24M0.0%+8.4%1.238%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
John Hancock Financial Opportunities Fund logo
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.
Read More on John Hancock Financial Opportunities Fund

Today's Range

Now: $40.20
$39.33
$40.32

50 Day Range

MA: $38.72
$36.41
$39.70

52 Week Range

Now: $40.20
$18.39
$40.42

Volume

53,824 shs

Average Volume

63,030 shs

Market Capitalization

$753.79 million

P/E Ratio

N/A

Dividend Yield

5.60%

Beta

1.84

Who are the company insiders with the largest holdings of John Hancock Financial Opportunities Fund?

John Hancock Financial Opportunities Fund's top insider investors include:
  1. Frances G Rathke (Insider)

Who are the major institutional investors of John Hancock Financial Opportunities Fund?

John Hancock Financial Opportunities Fund's top institutional shareholders include:
  1. Janney Montgomery Scott LLC — 1.14%
  2. North Star Asset Management Inc. — 0.60%
  3. FCA Corp TX — 0.50%
  4. UBS Group AG — 0.24%
  5. Stephens Inc. AR — 0.24%
  6. Stifel Financial Corp — 0.21%

Which major investors are selling John Hancock Financial Opportunities Fund stock?

Within the previous quarter, BTO stock was sold by these institutional investors:
  1. UBS Group AG
  2. North Star Asset Management Inc.
  3. Stifel Financial Corp
  4. FCA Corp TX
  5. Benjamin F. Edwards & Company Inc.

Which major investors are buying John Hancock Financial Opportunities Fund stock?

In the previous quarter, BTO stock was bought by institutional investors including:
  1. Wintrust Investments LLC
  2. Patten Group Inc.
  3. Oppenheimer & Co. Inc.
  4. Csenge Advisory Group
  5. Moors & Cabot Inc.
  6. NEXT Financial Group Inc
  7. Nicolet Bankshares Inc.
  8. Guggenheim Capital LLC
Learn How to Analyze Your Market and Trading Plan
Custom-design an options strategy to fit your market outlook. This guide goes beyond the basics to help you understand how to evaluate a strategy’s risk and reward. Start with your market outlook, then hone in on your strategy based on the risk you’re willing to take.
Download Your FREE Options Trading Strategy Guide today!
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