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 86 institutions that hold shares in the stock, with a total of 4.8 Million shares, which have been reported (via 13F filing form) to have a value of $160 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 |
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,388
shares
|
$112,515
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
2,774
shares
|
$92,124
0.06% of portfolio
|
Q4 2024
Reduced 27.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,740
shares
|
$57,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,713
shares
|
$56,888
0.02% of portfolio
|
Q3 2023
Reduced 9.84%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$49,815
0.01% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,241
shares
|
$41,213
0.0% of portfolio
|
Q3 2024
Added 313.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,076
shares
|
$35,733
0.0% of portfolio
|
Q1 2024
Added 86.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,061
shares
|
$35,235
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
745
shares
|
$24,741
0.0% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
649
shares
|
$21,553
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
600
shares
|
$19,926
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
600
shares
|
$19,926
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
572
shares
|
$18,996
0.0% of portfolio
|
Q2 2023
Added 1.96%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
514
shares
|
$17,069
0.0% of portfolio
|
Q1 2024
Reduced 12.73%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
500
shares
|
$16,605
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
500
shares
|
$16,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
429
shares
|
$14,247
0.0% of portfolio
|
Q3 2023
Reduced 67.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
416
shares
|
$13,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
255
shares
|
$8,468
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$8,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
231
shares
|
$7,671
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
225
shares
|
$7,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
220
shares
|
$7,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$7,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$6,642
0.01% of portfolio
|
Q4 2024
New holding
|