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 87 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,740
shares
|
$57,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,713
shares
|
$56,922
0.02% of portfolio
|
Q3 2023
Reduced 9.84%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
1,616
shares
|
$53,699
0.01% of portfolio
|
Q2 2025
Added 149.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,076
shares
|
$35,755
0.0% of portfolio
|
Q1 2024
Added 86.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,061
shares
|
$35,257
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$33,230
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
870
shares
|
$28,910
0.0% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$19,937
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
576
shares
|
$19,140
0.0% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
572
shares
|
$19,007
0.0% of portfolio
|
Q2 2023
Added 1.96%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
503
shares
|
$16,714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$16,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
340
shares
|
$11,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
300
shares
|
$9,968
0.0% of portfolio
|
Q1 2025
Reduced 75.83%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
300
shares
|
$9,968
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
277
shares
|
$9,204
0.0% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
255
shares
|
$8,473
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$8,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
231
shares
|
$7,676
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$7,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$6,645
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$6,645
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
200
shares
|
$6,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
180
shares
|
$5,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
171
shares
|
$5,682
0.0% of portfolio
|
Q3 2022
Added 271.74%
|
|