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 82 institutions that hold shares in the stock, with a total of 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $155 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 |
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
20,657
shares
|
$678,375
0.12% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,829
shares
|
$651,184
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,521
shares
|
$641,069
0.0% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
19,174
shares
|
$629,674
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
18,350
shares
|
$602,614
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,636
shares
|
$546,326
0.0% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
15,002
shares
|
$492,665
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
14,945
shares
|
$490,793
0.01% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
12,857
shares
|
$422,223
0.12% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
12,489
shares
|
$410,138
0.01% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,349
shares
|
$405,541
0.0% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
12,336
shares
|
$405,114
0.0% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
12,333
shares
|
$405,015
0.36% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
11,289
shares
|
$370,730
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,784
shares
|
$354,146
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,183
shares
|
$334,409
0.01% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
9,144
shares
|
$300,288
0.01% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
8,829
shares
|
$289,944
0.15% of portfolio
|
Q2 2024
Added 20.47%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
8,000
shares
|
$262,720
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,942
shares
|
$260,815
0.0% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,630
shares
|
$250,569
0.0% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,781
shares
|
$222,688
0.01% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,033
shares
|
$165,283
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,391
shares
|
$111,360
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,917
shares
|
$95,794
0.0% of portfolio
|
Q1 2025
Reduced 27.38%
|