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 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,277,446
shares
|
$43.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
596,441
shares
|
$20.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,058
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
227,960
shares
|
$7.84 Million
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
226,737
shares
|
$7.8 Million
0.3% of portfolio
|
Q3 2024
Added 132.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
206,785
shares
|
$7.11 Million
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,331
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
111,370
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
93,992
shares
|
$3.23 Million
0.99% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 08, 2024 Q3 2024 |
83,664
shares
|
$2.88 Million
1.61% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
74,498
shares
|
$2.56 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
60,517
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 3216.0%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
59,654
shares
|
$2.05 Million
0.76% of portfolio
|
Q3 2024
Added 46.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
55,918
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.9%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
44,757
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 288.38%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
41,520
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,899
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
37,725
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
36,468
shares
|
$1.25 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
35,943
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
24,862
shares
|
$855,004
0.37% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
23,990
shares
|
$825,016
0.01% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
19,336
shares
|
$664,965
0.0% of portfolio
|
Q3 2024
Added 130.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,306
shares
|
$663,933
0.0% of portfolio
|
Q3 2024
Reduced 34.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,215
shares
|
$626,413
0.0% of portfolio
|
Q3 2024
Added 3.64%
|