Institutional shares held 4.76 Million
0 calls
0 puts
Total value of holdings $152M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 83


Latest Institutional Activity in BTO

Top Purchases

Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 23.9K ($764K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 217K ($6.93M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 28.5K ($913K)
Q1 2025
Gilliland Jeter Wealth Management LLC Shares Held: 36.1K ($1.16M)
Q1 2025
L.M. Kohn & Company Shares Held: 12.9K ($412K)

Top Sells

Q1 2025
Pensionmark Financial Group, LLC Shares Held: 32.3K ($1.03M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 37.5K ($1.2M)
Q1 2025
Stephens Inc Shares Held: 12.5K ($400K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 200 ($6.4K)
Q4 2024
Shaker Financial Services, LLC Shares Held: 26.3K ($842K)

About BTO

John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.


Insider Transactions at BTO

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
981 Shares
From 3 Insiders
Open market or private purchase 981 shares
Sell / Disposition
0 Shares
From 0 Insiders

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