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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,218,174
shares
|
$40.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
643,370
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,058
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
258,912
shares
|
$8.6 Million
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
198,643
shares
|
$6.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
192,088
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
140,497
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,331
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
93,475
shares
|
$3.11 Million
0.98% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
86,431
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
69,030
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
56,349
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2025
Reduced 41.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
49,343
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 19.34%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
46,739
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,515
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
40,237
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
36,796
shares
|
$1.22 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
30,870
shares
|
$1.03 Million
0.78% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
29,733
shares
|
$988,027
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
28,359
shares
|
$942,369
0.02% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
25,735
shares
|
$855,174
0.34% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
25,140
shares
|
$835,402
0.0% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
22,047
shares
|
$732,621
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
21,336
shares
|
$708,995
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
20,681
shares
|
$687,229
0.1% of portfolio
|
Q3 2025
New holding
|
|