Free Trial
→ Trump’s Bitcoin Reserve is No Accident… (From Crypto 101 Media) (Ad) Buy BTO Stock  Free BTO Stock Alerts

John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$33.84 +0.02 (+0.04%)
Closing price 03:59 PM Eastern
Extended Trading
$33.84 0.00 (0.00%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
33
Total
Institutional Inflows
(last 12 months)
$61.23M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$10.48M
Get BTO Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Hancock Financial Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BTO Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 Royal Bank of Canada249,634$8.52M0.0%-2.4%1.264%
5/14/2025 Samalin Investment Counsel LLC26,253$895K0.4%+7.2%0.133%
5/13/2025 Raymond James Financial Inc.530,579$18.10M0.0%+1.0%2.688%
5/13/2025 FCA Corp TX92,394$3.15M1.0%-2.4%0.468%
5/12/2025 Invesco Ltd.19,174$654K0.0%-2.3%0.097%
5/12/2025 AlphaCore Capital LLC15,002$512K0.0%N/A0.076%
5/9/2025 Cornerstone Advisors LLC154,898$5.28M0.2%-34.5%0.785%
5/9/2025 PNC Financial Services Group Inc.2,917$99K0.0%-27.4%0.015%
5/8/2025 North Star Asset Management Inc.73,043$2.49M0.1%-1.0%0.370%
5/7/2025 LPL Financial LLC210,292$7.17M0.0%+13.2%1.065%
5/6/2025 Triumph Capital Management26,505$904K0.3%+14.9%0.134%
5/5/2025 Chancellor Financial Group WB LP30,520$1.04M0.9%-9.2%0.155%
5/5/2025 Private Advisor Group LLC19,521$666K0.0%+26.4%0.099%
5/1/2025 Stephens 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%
3/19/2025 Chancellor Financial Group WB LP33,629$1.20M1.0%N/A0.170%
2/19/2025 North Star Asset Management Inc.73,798$2.63M0.1%-0.9%0.374%
2/17/2025 Focus Partners Wealth5,942$212K0.0%N/A0.030%
2/17/2025 Bank of America Corp DE36,365$1.30M0.0%-3.6%0.184%
2/17/2025 Ameriprise Financial Inc.22,052$787K0.0%+97.0%0.112%
2/14/2025 Triumph Capital Management23,065$823K0.3%+13.5%0.117%
2/14/2025 Stifel Financial Corp71,662$2.56M0.0%+28.2%0.363%
2/14/2025 Shaker Financial Services LLC26,308$939K0.4%-55.9%0.133%
2/13/2025 Mariner LLC19,829$708K0.0%+8.9%0.100%
2/13/2025 Raymond James Financial Inc.525,206$18.75M0.0%N/A2.661%
2/13/2025 Invesco Ltd.19,628$701K0.0%+1.5%0.099%
2/13/2025 Wedbush Securities Inc.6,781$242K0.0%-21.9%0.034%
2/13/2025 Wells 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%
2/11/2025 FCA Corp TX94,630$3.38M1.1%+0.7%0.479%
2/11/2025 LPL Financial LLC185,773$6.63M0.0%+66.8%0.941%
2/11/2025 Samalin Investment Counsel LLC24,498$874K0.4%-1.5%0.124%
2/10/2025 Aurora Investment Counsel73,601$2.63M1.4%-12.0%0.373%
2/10/2025 Commonwealth Equity Services LLC18,486$660K0.0%+2.4%0.094%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/7/2025 HighTower Advisors LLC16,636$594K0.0%+7.8%0.084%
2/7/2025 Cornerstone Advisors LLC236,370$8.44M0.3%+4.2%1.197%
2/6/2025 Raymond James Financial Inc.525,206$18.75M0.0%N/A2.660%
2/6/2025 Steward 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%
2/3/2025 Private 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%
1/28/2025 Stephens 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%
11/25/2024 World Investment Advisors LLC35,943$1.19M0.0%-2.0%0.182%
11/15/2024 Stifel Financial Corp55,918$1.85M0.0%-29.9%0.284%
11/15/2024 HighTower 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%
11/9/2024 Landscape Capital Management L.L.C.8,840$293K0.0%-78.4%0.045%
11/9/2024 Aurora Investment Counsel83,664$2.77M1.5%-6.3%0.424%
11/8/2024 Cornerstone Advisors LLC226,737$7.52M0.3%+132.9%1.150%
11/6/2024 Oppenheimer & Co. Inc.23,990$796K0.0%-9.9%0.122%
10/31/2024 Shaker 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%
10/28/2024 Stephens Inc. AR44,757$1.48M0.0%+288.4%0.227%
10/28/2024 US 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%
10/22/2024 Private 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%
8/22/2024 Aurora Investment Counsel89,279$2.50M1.5%+0.5%0.453%
8/14/2024 EverSource Wealth Advisors LLC2,500$70K0.0%N/A0.013%
8/9/2024 Cornerstone Advisors LLC97,366$2.73M0.1%N/A0.494%
8/7/2024 Wedbush Securities Inc.8,738$245K0.0%+8.7%0.044%
8/6/2024 North Star Asset Management Inc.75,204$2.11M0.1%-2.3%0.381%
8/3/2024 Shaker Financial Services LLC40,840$1.14M0.5%+92.5%0.207%
8/2/2024 Wolverine Asset Management LLC39,148$1.10M0.0%+400.0%0.199%
7/31/2024 Commonwealth 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%
6/4/2024 Aurora Investment Counsel88,850$2.63M1.5%+2.4%0.451%
5/17/2024 Comerica 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%
Man who predicted $100K Bitcoin sees a huge run coming for another coin … (Ad)

Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .… Now Juan believes it could hit $150,000 … or higher in 2025.

There's another coin he thinks could do even better.
4/30/2024 J.W. Cole Advisors Inc.8,703$257K0.0%+17.5%0.044%
4/30/2024 Commonwealth Equity Services LLC18,749$555K0.0%+27.8%0.095%
4/26/2024 Mesirow 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%
2/28/2024 Abel Hall LLC8,000$241K0.2%N/A0.041%
2/20/2024 Aurora Investment Counsel86,761$2.61M1.6%+6.3%0.441%
2/13/2024 Peapack Gladstone Financial Corp19,515$587K0.0%-7.0%0.099%
2/12/2024 Steward Partners Investment Advisory LLC8,457$254K0.0%-9.1%0.043%
(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, 62 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. ($18.10M), Raymond James Financial Services Advisors Inc. ($10.74M), Royal Bank of Canada ($8.52M), Janney Montgomery Scott LLC ($7.39M), LPL Financial LLC ($7.17M), and Cornerstone Advisors LLC ($5.28M).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 48 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. ($1.06M), Cornerstone Advisors LLC ($236.37K), International Assets Investment Management LLC ($203.40K), LPL Financial LLC ($111.78K), Aurora Investment Counsel ($89.28K), 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 2,297,427 shares in the last 24 months. This purchase volume represents approximately $76.49M in transactions.

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

Of the 37 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: Cornerstone Advisors LLC ($81.47K), 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), and Landscape Capital Management L.L.C. ($32.09K).

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

Institutional investors have sold a total of 515,122 shares in the last 24 months. This volume of shares sold represents approximately $16.11M in transactions.


Related Companies

This page (NYSE:BTO) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
Man who predicted $100K Bitcoin sees a huge run coming for another coin …
Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election...
Weiss Ratings | Sponsored
Trump Predicts Dollar Downfall
READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... ...
Augusta Precious Metals | Sponsored
The Secret Map of America, Declassified…
Locked inside a Maryland man’s private safe is a map. But not just any map, mind you… This map shows a “...
Banyan Hill Publishing | Sponsored
Banks aren’t ready for this altcoin—are you?
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored