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John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$32.81 +0.59 (+1.82%)
Closing price 03:59 PM Eastern
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$32.86 +0.05 (+0.16%)
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Institutional Ownership Changes (13F Filings) for John Hancock Financial Opportunities Fund (NYSE:BTO)

Current
Institutional Ownership
Percentage
19.55%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$59.50M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.34M
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BTO Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Stephens Inc. AR12,489$426K0.0%-3.8%0.063%
4/30/2025 Gilliland Jeter Wealth Management LLC36,121$1.23M0.4%+5.4%0.183%
4/29/2025 World Investment Advisors32,327$1.10M0.0%-5.0%0.164%
4/28/2025 Private Trust Co. NA2,000$68K0.0%+33.3%0.010%
4/24/2025 Jaffetilchin Investment Partners LLC23,882$815K0.1%N/A0.121%
4/23/2025 Oppenheimer & Co. Inc.28,528$973K0.0%+24.8%0.145%
4/21/2025 L.M. Kohn & Company12,857$439K0.1%+4.5%0.065%
4/17/2025 Janney Montgomery Scott LLC216,557$7.39M0.0%+7.7%1.097%
3/19/2025Chancellor Financial Group WB LP33,629$1.20M1.0%N/A0.170%
2/19/2025North Star Asset Management Inc.73,798$2.63M0.1%-0.9%0.374%
2/17/2025Focus Partners Wealth5,942$212K0.0%N/A0.030%
2/17/2025Bank of America Corp DE36,365$1.30M0.0%-3.6%0.184%
2/17/2025Ameriprise Financial Inc.22,052$787K0.0%+97.0%0.112%
2/14/2025Triumph Capital Management23,065$823K0.3%+13.5%0.117%
2/14/2025Stifel Financial Corp71,662$2.56M0.0%+28.2%0.363%
2/14/2025Shaker Financial Services LLC26,308$939K0.4%-55.9%0.133%
2/13/2025Mariner LLC19,829$708K0.0%+8.9%0.100%
2/13/2025Raymond James Financial Inc.525,206$18.75M0.0%N/A2.661%
2/13/2025Invesco Ltd.19,628$701K0.0%+1.5%0.099%
2/13/2025Wedbush Securities Inc.6,781$242K0.0%-21.9%0.034%
2/13/2025Wells Fargo & Company MN577,425$20.61M0.0%-3.2%2.925%
2/12/2025 World Investment Advisors34,019$1.21M0.0%-5.4%0.172%
2/11/2025FCA Corp TX94,630$3.38M1.1%+0.7%0.479%
2/11/2025LPL Financial LLC185,773$6.63M0.0%+66.8%0.941%
2/11/2025Samalin Investment Counsel LLC24,498$874K0.4%-1.5%0.124%
2/10/2025Aurora Investment Counsel73,601$2.63M1.4%-12.0%0.373%
2/10/2025Commonwealth Equity Services LLC18,486$660K0.0%+2.4%0.094%
2/7/2025HighTower Advisors LLC16,636$594K0.0%+7.8%0.084%
2/7/2025Cornerstone Advisors LLC236,370$8.44M0.3%+4.2%1.197%
2/6/2025Raymond James Financial Inc.525,206$18.75M0.0%N/A2.660%
2/6/2025Steward Partners Investment Advisory LLC27,824$993K0.0%+167.7%0.141%
2/5/2025 Oppenheimer & Co. Inc.22,856$816K0.0%-4.7%0.116%
2/3/2025Private Advisor Group LLC15,445$551K0.0%+10.5%0.078%
1/30/2025 L.M. Kohn & Company12,307$439K0.1%-3.0%0.062%
1/29/2025 Avidian Wealth Enterprises LLC9,144$326K0.0%-12.6%0.046%
1/28/2025Stephens Inc. AR12,989$464K0.0%-71.0%0.066%
1/28/2025 Gilliland Jeter Wealth Management LLC34,276$1.22M0.4%-0.9%0.174%
1/22/2025 Tennessee Valley Asset Management Partners20,645$737K0.1%N/A0.105%
1/17/2025 Janney Montgomery Scott LLC201,154$7.18M0.0%-2.7%1.019%
1/14/2025 Mendota Financial Group LLC2,774$99K0.1%-27.5%0.014%
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11/25/2024 World Investment Advisors LLC35,943$1.19M0.0%-2.0%0.182%
11/15/2024Stifel Financial Corp55,918$1.85M0.0%-29.9%0.284%
11/15/2024HighTower Advisors LLC15,438$511K0.0%N/A0.078%
11/14/2024 L.M. Kohn & Company12,691$421K0.1%+3.5%0.064%
11/13/2024 D.A. Davidson & CO.11,112$368K0.0%-4.2%0.056%
11/9/2024Landscape Capital Management L.L.C.8,840$293K0.0%-78.4%0.045%
11/9/2024Aurora Investment Counsel83,664$2.77M1.5%-6.3%0.424%
11/8/2024Cornerstone Advisors LLC226,737$7.52M0.3%+132.9%1.150%
11/6/2024 Oppenheimer & Co. Inc.23,990$796K0.0%-9.9%0.122%
10/31/2024Shaker Financial Services LLC59,654$1.98M0.7%+46.1%0.303%
10/29/2024 Janney Montgomery Scott LLC206,785$6.86M0.0%+0.2%1.049%
10/28/2024Stephens Inc. AR44,757$1.48M0.0%+288.4%0.227%
10/28/2024US Bancorp DE907$30K0.0%N/A0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC6,335$210K0.0%N/A0.032%
10/22/2024 International Assets Investment Management LLC60,517$1.83M0.0%+3,216.0%0.307%
10/22/2024Private Advisor Group LLC13,978$464K0.0%+7.8%0.071%
10/21/2024 Gilliland Jeter Wealth Management LLC34,570$1.15M0.4%+7.5%0.175%
10/18/2024Raymond James & Associates116,331$3.86M0.0%-1.2%0.590%
10/10/2024 Mendota Financial Group LLC3,826$127K0.1%-14.7%0.019%
8/22/2024Aurora Investment Counsel89,279$2.50M1.5%+0.5%0.453%
8/14/2024EverSource Wealth Advisors LLC2,500$70K0.0%N/A0.013%
8/9/2024Cornerstone Advisors LLC97,366$2.73M0.1%N/A0.494%
8/7/2024Wedbush Securities Inc.8,738$245K0.0%+8.7%0.044%
8/6/2024North Star Asset Management Inc.75,204$2.11M0.1%-2.3%0.381%
8/3/2024Shaker Financial Services LLC40,840$1.14M0.5%+92.5%0.207%
8/2/2024Wolverine Asset Management LLC39,148$1.10M0.0%+400.0%0.199%
7/31/2024Commonwealth Equity Services LLC19,817$555K0.0%+5.7%0.100%
7/30/2024 International Assets Investment Management LLC1,825$51K0.0%N/A0.009%
7/24/2024 Gilliland Jeter Wealth Management LLC32,163$901K0.3%-11.8%0.163%
7/23/2024All Season Financial Advisors Inc.13,550$380K0.3%-6.0%0.069%
7/20/2024Raymond James Financial Services Advisors Inc.383,506$10.74M0.0%-6.5%1.945%
7/19/2024Raymond James & Associates117,778$3.30M0.0%-1.3%0.597%
6/4/2024Aurora Investment Counsel88,850$2.63M1.5%+2.4%0.451%
5/17/2024Comerica Bank4,835$143K0.0%-44.0%0.025%
5/16/2024B. Riley Wealth Advisors Inc.16,645$492K0.0%+21.7%0.085%
5/7/2024 Oppenheimer & Co. Inc.26,337$779K0.0%+3.3%0.134%
5/1/2024 Janney Montgomery Scott LLC210,614$6.23M0.0%+0.9%1.070%
4/30/2024J.W. Cole Advisors Inc.8,703$257K0.0%+17.5%0.044%
4/30/2024Commonwealth Equity Services LLC18,749$555K0.0%+27.8%0.095%
4/26/2024Mesirow Financial Investment Management Inc.44,500$1.32M0.0%N/A0.226%
4/25/2024 L.M. Kohn & Company12,301$364K0.1%+7.8%0.062%
4/23/2024Raymond James Financial Services Advisors Inc.410,138$12.13M0.0%-2.5%2.083%
3/15/2024B. Riley Wealth Advisors Inc.13,678$412K0.0%-17.8%0.069%
2/28/2024Abel Hall LLC8,000$241K0.2%N/A0.041%
2/20/2024Aurora Investment Counsel86,761$2.61M1.6%+6.3%0.441%
2/13/2024Peapack Gladstone Financial Corp19,515$587K0.0%-7.0%0.099%
2/12/2024Steward Partners Investment Advisory LLC8,457$254K0.0%-9.1%0.043%
2/9/2024Advisory Services Network LLC11,829$356K0.0%-18.1%0.060%
2/9/2024 L.M. Kohn & Company11,411$343K0.1%+22.2%0.058%
2/9/2024 D.A. Davidson & CO.14,016$422K0.0%-6.9%0.071%
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2/8/2024FCA Corp TX91,296$2.75M0.9%+0.6%0.464%
2/8/2024 Janney Montgomery Scott LLC208,796$6.28M0.0%-2.0%1.060%
2/7/2024Formidable Asset Management LLC12,910$388K0.1%+24.0%0.066%
2/6/2024 Lincoln National Corp33,108$996K0.0%-16.6%0.168%
2/6/2024Private Advisor Group LLC9,663$291K0.0%+24.1%0.049%
2/2/2024 Gilliland Jeter Wealth Management LLC36,317$1.09M0.5%N/A0.184%
2/2/2024Atria Wealth Solutions Inc.10,372$312K0.0%-18.9%0.053%
2/1/2024Wolverine Asset Management LLC40,995$1.23M0.0%N/A0.208%
2/1/2024North Star Asset Management Inc.78,104$2.35M0.1%-6.1%0.397%
1/31/2024J.W. Cole Advisors Inc.7,408$223K0.0%N/A0.038%
(Data available from 1/1/2016 forward)

BTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTO shares?

During the previous two years, 59 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($20.61M), Raymond James Financial Inc. ($18.75M), Raymond James Financial Services Advisors Inc. ($10.74M), Cornerstone Advisors LLC ($8.44M), Janney Montgomery Scott LLC ($7.39M), LPL Financial LLC ($6.63M), and Raymond James & Associates ($3.86M).Learn more on BTO's institutional investors.

What percentage of John Hancock Financial Opportunities Fund stock is owned by institutional investors?

19.55% of John Hancock Financial Opportunities Fund stock is owned by institutional investors. Learn more on BTO's institutional investor holdings.

Which institutional investors have been buying John Hancock Financial Opportunities Fund stock?

Of the 47 institutional investors that purchased John Hancock Financial Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.05M), Cornerstone Advisors LLC ($236.37K), International Assets Investment Management LLC ($203.40K), Aurora Investment Counsel ($89.28K), LPL Financial LLC ($87.26K), Wolverine Asset Management LLC ($72.31K), and Mesirow Financial Investment Management Inc. ($44.50K).

How much institutional buying is happening at John Hancock Financial Opportunities Fund?

Institutional investors have bought a total of 2,259,358 shares in the last 24 months. This purchase volume represents approximately $75.13M in transactions.

Which John Hancock Financial Opportunities Fund major shareholders have been selling company stock?

Of the 32 institutional investors that sold John Hancock Financial Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($77.44K), Raymond James Financial Services Advisors Inc. ($76.77K), Janney Montgomery Scott LLC ($38.55K), Shaker Financial Services LLC ($33.35K), Stephens Inc. AR ($32.27K), Landscape Capital Management L.L.C. ($32.09K), and Stifel Financial Corp ($28.84K).

How much institutional selling is happening at John Hancock Financial Opportunities Fund?

Institutional investors have sold a total of 423,431 shares in the last 24 months. This volume of shares sold represents approximately $12.96M in transactions.


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This page (NYSE:BTO) was last updated on 5/2/2025 by MarketBeat.com Staff
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