S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants

John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

$28.46
-0.10 (-0.35%)
(As of 03/1/2024 08:51 PM ET)

Institutional Ownership Changes (13F Filings) for John Hancock Financial Opportunities Fund (NYSE:BTO)

Current
Institutional Ownership
Percentage
17.72%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$24.30 M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$8.27 M
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BTO Institutional Buying and Selling by Quarter


John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2024Abel Hall LLC8,000$0.24M0.2%N/A0.041%
2/20/2024Aurora Investment Counsel86,761$2.61M1.6%+6.3%0.441%
2/14/2024Royal Bank of Canada154,135$4.64M0.0%+3.4%0.783%
2/13/2024Stephens Inc. AR20,593$0.62M0.0%+101.4%0.105%
2/13/2024Oppenheimer & Co. Inc.25,506$0.77M0.0%+41.2%0.130%
2/13/2024Peapack Gladstone Financial Corp19,515$0.59M0.0%-7.0%0.099%
2/12/2024Stifel Financial Corp74,146$2.23M0.0%-8.5%0.377%
2/12/2024Steward Partners Investment Advisory LLC8,457$0.25M0.0%-9.1%0.043%
2/9/2024Advisory Services Network LLC11,829$0.36M0.0%-18.1%0.060%
2/9/2024L.M. Kohn & Company11,411$0.34M0.1%+22.2%0.058%
2/9/2024D.A. Davidson & CO.14,016$0.42M0.0%-6.9%0.071%
2/9/2024UBS Group AG37,298$1.12M0.0%+25.9%0.189%
2/8/2024FCA Corp TX91,296$2.75M0.9%+0.6%0.464%
2/8/2024Janney Montgomery Scott LLC208,796$6.28M0.0%-2.0%1.060%
2/7/2024Formidable Asset Management LLC12,910$0.39M0.1%+24.0%0.066%
2/6/2024Lincoln National Corp33,108$1M0.0%-16.6%0.168%
2/6/2024Private Advisor Group LLC9,663$0.29M0.0%+24.1%0.049%
2/2/2024Gilliland Jeter Wealth Management LLC36,317$1.09M0.5%N/A0.184%
2/2/2024Atria Wealth Solutions Inc.10,372$0.31M0.0%-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$0.22M0.0%N/A0.038%
1/25/2024International Assets Investment Management LLC71,440$2.38M0.0%N/A0.363%
1/25/2024Redwood Wealth Management Group LLC7,329$0.22M0.2%N/A0.037%
1/24/2024International Assets Investment Management LLC71,440$2.38M0.0%N/A0.363%
1/24/2024All Season Financial Advisors Inc.19,407$0.58M0.5%+48.3%0.099%
1/16/2024Raymond James Financial Services Advisors Inc.420,783$12.66M0.0%+7.9%2.137%
1/16/2024Raymond James & Associates116,146$3.49M0.0%-3.8%0.590%
12/1/2023B. Riley Wealth Advisors Inc.16,645$0.44M0.0%-4.3%0.087%
11/22/2023Aurora Investment Counsel81,602$2.14M1.4%+4.1%0.414%
11/21/2023Comerica Bank8,635$0.23M0.0%N/A0.045%
11/16/2023Morgan Stanley1,302,308$34.20M0.0%-1.7%6.769%
11/15/2023Royal Bank of Canada149,011$3.91M0.0%+9.4%0.774%
11/14/2023Samalin Investment Counsel LLC15,960$0.42M0.2%+70.4%0.083%
11/13/2023Stifel Financial Corp81,033$2.13M0.0%-5.8%0.421%
11/13/2023LPL Financial LLC72,433$1.90M0.0%+11.5%0.376%
11/13/2023Invesco Ltd.10,679$0.28M0.0%+4.6%0.056%
11/13/2023FCA Corp TX90,789$2.38M0.8%+3.8%0.472%
11/9/2023UBS Group AG29,626$0.78M0.0%-2.1%0.154%
11/8/2023HighTower Advisors LLC9,908$0.26M0.0%+8.9%0.051%
11/8/2023Janney Montgomery Scott LLC213,148$5.60M0.0%-0.4%1.108%
11/8/2023Atria Wealth Solutions Inc.12,796$0.34M0.0%-3.7%0.067%
11/8/2023J.P. Morgan Private Wealth Advisors LLC7,942$0.21M0.0%-5.1%0.041%
11/8/2023Oppenheimer & Co. Inc.18,066$0.47M0.0%+9.8%0.094%
11/6/2023Lincoln National Corp39,705$1.04M0.0%-2.7%0.206%
10/26/2023North Star Asset Management Inc.83,144$2.18M0.1%-7.9%0.432%
10/24/2023Raymond James Financial Services Advisors Inc.390,147$10.25M0.0%-0.9%2.028%
10/24/2023Raymond James & Associates120,710$3.17M0.0%+2.6%0.627%
10/23/2023All Season Financial Advisors Inc.13,088$0.34M0.3%+5.0%0.068%
10/23/2023Commonwealth Equity Services LLC15,672$0.41M0.0%+8.8%0.081%
8/21/2023Osaic Holdings Inc.14,351$0.39M0.0%+30.2%0.075%
8/15/2023Wells Fargo & Company MN532,014$14.27M0.0%+16.5%2.765%
8/15/2023Formidable Asset Management LLC10,410$0.28M0.1%+57.5%0.054%
8/15/2023Royal Bank of Canada136,200$3.65M0.0%+8.4%0.708%
8/15/2023Stifel Financial Corp86,023$2.31M0.0%-5.4%0.447%
8/14/2023Stephens Inc. AR35,864$0.96M0.0%-24.3%0.186%
8/14/2023Aurora Investment Counsel78,403$2.10M1.4%+590.9%0.408%
8/14/2023Thrivent Financial for Lutherans18,480$0.50M0.0%N/A0.096%
8/11/2023D.A. Davidson & CO.14,783$0.40M0.0%+4.7%0.077%
8/11/2023PNC Financial Services Group Inc.7,717$0.21M0.0%-4.3%0.040%
8/10/2023Osaic Holdings Inc.14,351$0.39M0.0%+30.2%0.075%
8/10/2023Commonwealth Equity Services LLC14,409$0.39M0.0%-7.0%0.075%
8/10/2023Private Advisor Group LLC7,759$0.21M0.0%N/A0.040%
8/9/2023Spire Wealth Management1,308$35K0.0%+53.9%0.007%
8/8/2023L.M. Kohn & Company9,241$0.25M0.1%+5.6%0.048%
8/7/2023Lincoln National Corp40,815$1.10M0.0%+10.2%0.212%
8/3/2023Atria Wealth Solutions Inc.13,285$0.36M0.0%-8.7%0.069%
8/3/2023Samalin Investment Counsel LLC9,365$0.25M0.1%N/A0.049%
8/3/2023Avidian Wealth Solutions LLC10,464$0.28M0.0%+36.5%0.054%
8/3/2023Oppenheimer & Co. Inc.16,460$0.44M0.0%+84.0%0.086%
7/31/2023LPL Financial LLC64,984$1.74M0.0%+24.7%0.338%
7/27/2023Mendota Financial Group LLC4,485$0.12M0.1%N/A0.023%
7/26/2023Janney Montgomery Scott LLC214,000$5.74M0.0%-11.5%1.112%
7/26/2023All Season Financial Advisors Inc.12,462$0.33M0.3%N/A0.065%
7/25/2023Raymond James Financial Services Advisors Inc.393,884$10.56M0.0%-8.3%2.047%
7/25/2023Raymond James & Associates117,625$3.16M0.0%-37.3%0.611%
7/24/2023Dfpg Investments LLC13,795$0.42M0.0%-23.1%0.072%
6/14/2023Atria Wealth Solutions Inc.14,543$0.44M0.0%N/A0.076%
6/6/2023Aurora Investment Counsel11,348$0.35M0.2%N/A0.059%
5/22/2023Ameriprise Financial Inc.10,222$0.31M0.0%-5.2%0.053%
5/18/2023JPMorgan Chase & Co.24,025$0.73M0.0%N/A0.125%
5/17/2023B. Riley Wealth Advisors Inc.17,491$0.53M0.0%+5.2%0.091%
5/17/2023Advisory Services Network LLC13,674$0.42M0.0%+525.5%0.071%
5/16/2023Steward Partners Investment Advisory LLC70,644$2.16M0.0%-19.2%0.367%
5/15/2023Stephens Inc. AR47,353$1.45M0.0%+339.5%0.246%
5/12/2023Stifel Financial Corp90,943$2.78M0.0%+10.2%0.473%
5/12/2023Bank of America Corp DE168,611$5.15M0.0%-7.1%0.876%
5/12/2023UBS Group AG23,096$0.71M0.0%+5.6%0.120%
5/12/2023FCA Corp TX87,511$2.67M1.0%+1.9%0.455%
5/12/2023First Republic Investment Management Inc.8,585$0.26M0.0%+12.2%0.045%
5/12/2023HighTower Advisors LLC10,665$0.33M0.0%+17.2%0.055%
5/11/2023Commonwealth Equity Services LLC15,495$0.47M0.0%-18.9%0.081%
5/10/2023Oppenheimer & Co. Inc.8,947$0.27M0.0%+10.2%0.047%
5/10/2023North Star Asset Management Inc.93,820$2.87M0.2%-2.8%0.488%
5/10/2023LPL Financial LLC52,126$1.59M0.0%+5.4%0.271%
5/9/2023Spire Wealth Management850$26K0.0%N/A0.004%
5/9/2023Formidable Asset Management LLC6,610$0.20M0.0%N/A0.034%
5/9/2023Wedbush Securities Inc.9,788$0.30M0.0%+4.4%0.051%
5/3/2023J.W. Cole Advisors Inc.7,964$0.24M0.0%-11.0%0.041%
5/2/2023Lincoln National Corp37,022$1.13M0.0%+18.3%0.192%
(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, 68 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were Morgan Stanley ($34.20M), Wells Fargo & Company MN ($14.27M), Raymond James Financial Services Advisors Inc. ($12.66M), Janney Montgomery Scott LLC ($6.28M), Bank of America Corp DE ($5.15M), Royal Bank of Canada ($4.64M), and Raymond James & Associates ($3.49M).Learn more on BTO's institutional investors.

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

17.72% 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 59 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: International Assets Investment Management LLC ($0.14M), Raymond James Financial Services Advisors Inc. ($0.12M), Wells Fargo & Company MN ($98.03K), Aurora Investment Counsel ($86.76K), Stephens Inc. AR ($86.46K), Wolverine Asset Management LLC ($76.82K), and Raymond James & Associates ($66.52K).

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

Institutional investors have bought a total of 1,236,924 shares in the last 24 months. This purchase volume represents approximately $38.61M in transactions.

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

Of the 35 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: Morgan Stanley ($0.13M), Raymond James & Associates ($79.38K), Janney Montgomery Scott LLC ($68.55K), Raymond James Financial Services Advisors Inc. ($55.97K), Stephens Inc. AR ($49.86K), LPL Financial LLC ($38.14K), and PNC Financial Services Group Inc. ($22.11K).

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

Institutional investors have sold a total of 635,699 shares in the last 24 months. This volume of shares sold represents approximately $20.05M in transactions.


This page (NYSE:BTO) was last updated on 3/4/2024 by MarketBeat.com Staff