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 78 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,228,139
shares
|
$43.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
592,393
shares
|
$21 Million
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
558,810
shares
|
$19.8 Million
0.01% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,058
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
255,987
shares
|
$9.09 Million
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
207,114
shares
|
$7.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
203,311
shares
|
$7.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,331
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
96,558
shares
|
$3.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
92,394
shares
|
$3.28 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
87,116
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
72,293
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
46,678
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
41,345
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,018
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
36,882
shares
|
$1.31 Million
0.43% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
35,695
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
31,856
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
30,677
shares
|
$1.09 Million
0.84% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
29,522
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
27,288
shares
|
$968,724
0.39% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
26,640
shares
|
$945,720
0.31% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
22,951
shares
|
$814,760
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
22,487
shares
|
$798,288
0.03% of portfolio
|
Q2 2025
Added 49.89%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,162
shares
|
$715,751
0.0% of portfolio
|
Q2 2025
Added 3.28%
|