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 83 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,290,247
shares
|
$39.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
577,425
shares
|
$17.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
525,206
shares
|
$16.2 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,058
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
255,863
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
236,370
shares
|
$7.27 Million
0.34% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
216,557
shares
|
$6.66 Million
0.02% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
185,773
shares
|
$5.72 Million
0.0% of portfolio
|
Q4 2024
Added 66.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,331
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
94,630
shares
|
$2.91 Million
1.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
73,798
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
73,601
shares
|
$2.26 Million
1.57% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
71,662
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
41,950
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
37,479
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
36,365
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
34,276
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
34,019
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
33,629
shares
|
$1.03 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,528
shares
|
$877,806
0.02% of portfolio
|
Q1 2025
Added 24.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,824
shares
|
$856,144
0.01% of portfolio
|
Q4 2024
Added 167.67%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
26,308
shares
|
$809,497
0.37% of portfolio
|
Q4 2024
Reduced 55.9%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
24,498
shares
|
$753,803
0.39% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
23,065
shares
|
$709,710
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
23,065
shares
|
$709,710
0.3% of portfolio
|
Q4 2024
Added 13.5%
|