Institutional Ownership John Hancock Financial Opportunities Fund (BTO)
This table provides information about the institutional ownership of John Hancock Financial Opportunities Fund (BTO). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,277,446
shares
|
$48.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
596,441
shares
|
$22.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
525,206
shares
|
$19.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,058
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
236,370
shares
|
$8.9 Million
0.34% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
227,960
shares
|
$8.58 Million
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
201,154
shares
|
$7.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
185,773
shares
|
$6.99 Million
0.0% of portfolio
|
Q4 2024
Added 66.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,331
shares
|
$4.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
94,630
shares
|
$3.56 Million
1.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
74,498
shares
|
$2.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
73,601
shares
|
$2.77 Million
1.57% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
59,654
shares
|
$2.25 Million
0.76% of portfolio
|
Q3 2024
Added 46.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
55,918
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
41,520
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,899
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
37,725
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
35,943
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
34,276
shares
|
$1.29 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,824
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 167.67%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
24,498
shares
|
$922,104
0.39% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,856
shares
|
$860,299
0.01% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
20,645
shares
|
$777,077
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
19,336
shares
|
$727,807
0.0% of portfolio
|
Q3 2024
Added 130.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,486
shares
|
$695,813
0.0% of portfolio
|
Q4 2024
Added 2.35%
|