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 81 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,252,293
shares
|
$41.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
588,655
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
530,579
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,058
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
249,634
shares
|
$8.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
216,557
shares
|
$7.11 Million
0.02% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
210,292
shares
|
$6.91 Million
0.0% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
154,898
shares
|
$5.09 Million
0.23% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,331
shares
|
$3.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
92,394
shares
|
$3.03 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
85,775
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
73,043
shares
|
$2.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
42,027
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
37,479
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
36,121
shares
|
$1.19 Million
0.44% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
35,127
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 26.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
33,105
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
32,327
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
30,520
shares
|
$1 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,528
shares
|
$936,859
0.02% of portfolio
|
Q1 2025
Added 24.82%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
26,505
shares
|
$870,424
0.33% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
26,253
shares
|
$862,148
0.38% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
23,882
shares
|
$784,284
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
22,399
shares
|
$735,583
0.0% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
20,657
shares
|
$678,375
0.12% of portfolio
|
Q1 2025
Added 0.06%
|