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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,936
shares
|
$110,511
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$94,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,713
shares
|
$64,477
0.02% of portfolio
|
Q3 2023
Reduced 9.84%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$56,460
0.01% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,241
shares
|
$46,711
0.0% of portfolio
|
Q3 2024
Added 313.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,076
shares
|
$40,500
0.0% of portfolio
|
Q1 2024
Added 86.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,061
shares
|
$39,936
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
907
shares
|
$34,139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
699
shares
|
$26,310
0.02% of portfolio
|
Q3 2024
Reduced 94.26%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
670
shares
|
$25,218
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
650
shares
|
$24,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
649
shares
|
$24,428
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
600
shares
|
$22,584
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
600
shares
|
$22,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
572
shares
|
$21,530
0.0% of portfolio
|
Q2 2023
Added 1.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
514
shares
|
$19,346
0.0% of portfolio
|
Q1 2024
Reduced 12.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
500
shares
|
$18,820
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
429
shares
|
$16,147
0.0% of portfolio
|
Q3 2023
Reduced 67.2%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
255
shares
|
$9,598
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
250
shares
|
$9,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
231
shares
|
$8,694
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
225
shares
|
$8,469
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
213
shares
|
$8,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$7,528
0.0% of portfolio
|
Q3 2022
Reduced 33.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
171
shares
|
$6,436
0.0% of portfolio
|
Q3 2022
Added 271.74%
|