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 |
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$65,680
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,740
shares
|
$57,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,713
shares
|
$56,254
0.02% of portfolio
|
Q3 2023
Reduced 9.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,241
shares
|
$40,754
0.0% of portfolio
|
Q3 2024
Added 313.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,076
shares
|
$35,335
0.0% of portfolio
|
Q1 2024
Added 86.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,061
shares
|
$34,843
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
780
shares
|
$25,615
0.0% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
649
shares
|
$21,313
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$19,704
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
572
shares
|
$18,784
0.0% of portfolio
|
Q2 2023
Added 1.96%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
514
shares
|
$16,879
0.0% of portfolio
|
Q1 2024
Reduced 12.73%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
500
shares
|
$16,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
463
shares
|
$15,204
0.0% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
416
shares
|
$13,661
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
255
shares
|
$8,374
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
250
shares
|
$8,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
231
shares
|
$7,586
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
225
shares
|
$7,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$6,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
206
shares
|
$6,765
0.0% of portfolio
|
Q1 2025
Added 38.26%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
200
shares
|
$6,568
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$6,568
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$6,568
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
171
shares
|
$5,615
0.0% of portfolio
|
Q3 2022
Added 271.74%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
165
shares
|
$5,418
0.0% of portfolio
|
Q3 2022
Reduced 89.66%
|