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 $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
18,061
shares
|
$679,816
0.0% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
17,063
shares
|
$642,251
0.01% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,438
shares
|
$581,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,978
shares
|
$526,131
0.0% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
12,691
shares
|
$477,689
0.11% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
12,333
shares
|
$464,214
0.36% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
11,192
shares
|
$421,266
0.0% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,112
shares
|
$418,255
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
10,784
shares
|
$405,909
0.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
10,464
shares
|
$393,864
0.02% of portfolio
|
Q2 2023
Added 36.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,395
shares
|
$391,267
0.0% of portfolio
|
Q3 2024
Added 89.17%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9,910
shares
|
$373,012
0.05% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,937
shares
|
$336,388
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
8,840
shares
|
$332,737
0.03% of portfolio
|
Q3 2024
Reduced 78.4%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
8,829
shares
|
$332,323
0.15% of portfolio
|
Q2 2024
Added 20.47%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
8,688
shares
|
$327,016
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
8,000
shares
|
$301,120
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,942
shares
|
$298,936
0.0% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,860
shares
|
$295,850
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,345
shares
|
$276,465
0.01% of portfolio
|
Q3 2024
Added 244733.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,335
shares
|
$238,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,033
shares
|
$189,442
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,017
shares
|
$151,199
0.0% of portfolio
|
Q1 2024
Reduced 47.95%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
3,826
shares
|
$144,010
0.06% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,386
shares
|
$127,449
0.0% of portfolio
|
Q3 2024
Added 0.06%
|