Institutional shares held 4.83 Million
0 calls
0 puts
Total value of holdings $154M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 84


Latest Institutional Activity in BTO

Top Purchases

Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 23.9K ($760K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 217K ($6.89M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 28.5K ($908K)
Q1 2025
L.M. Kohn & Company Shares Held: 12.9K ($409K)
Q1 2025
Private Trust CO Na Shares Held: 2K ($63.7K)

Top Sells

Q1 2025
Pensionmark Financial Group, LLC Shares Held: 32.3K ($1.03M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 37.5K ($1.19M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 200 ($6.37K)
Q4 2024
Shaker Financial Services, LLC Shares Held: 26.3K ($837K)
Q4 2024
Stephens Inc Shares Held: 13K ($413K)

About BTO

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.


Insider Transactions at BTO

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
981 Shares
From 3 Insiders
Open market or private purchase 981 shares
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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