John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

$32.62

-0.03 (-0.09%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 19.55%
Number of Institutional Buyers (last 12 months): 27
Total Institutional Inflows (last 12 months): $14.20M

Number of Institutional Sellers (last 12 months): 16
Total Institutional Outflows (last 12 months): $2.87M

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BTO Institutional Buying and Selling by Quarter

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John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/24/2024	Gilliland Jeter Wealth Management LLC	32,163	$901K	0.3%	-11.8%	0.163%
7/23/2024	All Season Financial Advisors Inc.	13,550	$380K	0.3%	-6.0%	0.069%
7/20/2024	Raymond James Financial Services Advisors Inc.	383,506	$10.74M	0.0%	-6.5%	1.945%
7/19/2024	Raymond James & Associates	117,778	$3.30M	0.0%	-1.3%	0.597%
6/4/2024	Aurora Investment Counsel	88,850	$2.63M	1.5%	+2.4%	0.451%
5/17/2024	Comerica Bank	4,835	$143K	0.0%	-44.0%	0.025%
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5/16/2024	B. Riley Wealth Advisors Inc.	16,645	$492K	0.0%	+21.7%	0.085%
5/7/2024	Oppenheimer & Co. Inc.	26,337	$779K	0.0%	+3.3%	0.134%
5/1/2024	Janney Montgomery Scott LLC	210,614	$6.23M	0.0%	+0.9%	1.070%
4/30/2024	J.W. Cole Advisors Inc.	8,703	$257K	0.0%	+17.5%	0.044%
4/30/2024	Commonwealth Equity Services LLC	18,749	$555K	0.0%	+27.8%	0.095%
4/26/2024	Mesirow Financial Investment Management Inc.	44,500	$1.32M	0.0%	N/A	0.226%
4/25/2024	L.M. Kohn & Company	12,301	$364K	0.1%	+7.8%	0.062%
4/23/2024	Raymond James Financial Services Advisors Inc.	410,138	$12.13M	0.0%	-2.5%	2.083%
3/15/2024	B. Riley Wealth Advisors Inc.	13,678	$412K	0.0%	-17.8%	0.069%
2/28/2024	Abel Hall LLC	8,000	$241K	0.2%	N/A	0.041%
2/20/2024	Aurora Investment Counsel	86,761	$2.61M	1.6%	+6.3%	0.441%
2/13/2024	Peapack Gladstone Financial Corp	19,515	$587K	0.0%	-7.0%	0.099%
2/12/2024	Steward Partners Investment Advisory LLC	8,457	$254K	0.0%	-9.1%	0.043%
2/9/2024	Advisory Services Network LLC	11,829	$356K	0.0%	-18.1%	0.060%
2/9/2024	L.M. Kohn & Company	11,411	$343K	0.1%	+22.2%	0.058%
2/9/2024	D.A. Davidson & CO.	14,016	$422K	0.0%	-6.9%	0.071%
2/8/2024	FCA Corp TX	91,296	$2.75M	0.9%	+0.6%	0.464%
2/8/2024	Janney Montgomery Scott LLC	208,796	$6.28M	0.0%	-2.0%	1.060%
2/7/2024	Formidable Asset Management LLC	12,910	$388K	0.1%	+24.0%	0.066%
2/6/2024	Lincoln National Corp	33,108	$996K	0.0%	-16.6%	0.168%
2/6/2024	Private Advisor Group LLC	9,663	$291K	0.0%	+24.1%	0.049%
2/2/2024	Gilliland Jeter Wealth Management LLC	36,317	$1.09M	0.5%	N/A	0.184%
2/2/2024	Atria Wealth Solutions Inc.	10,372	$312K	0.0%	-18.9%	0.053%
2/1/2024	Wolverine Asset Management LLC	40,995	$1.23M	0.0%	N/A	0.208%
2/1/2024	North Star Asset Management Inc.	78,104	$2.35M	0.1%	-6.1%	0.397%
1/31/2024	J.W. Cole Advisors Inc.	7,408	$223K	0.0%	N/A	0.038%
1/25/2024	International Assets Investment Management LLC	71,440	$2.38M	0.0%	N/A	0.363%
1/25/2024	Redwood Wealth Management Group LLC	7,329	$220K	0.2%	N/A	0.037%
1/24/2024	International Assets Investment Management LLC	71,440	$2.38M	0.0%	N/A	0.363%
1/24/2024	All Season Financial Advisors Inc.	19,407	$584K	0.5%	+48.3%	0.099%
1/16/2024	Raymond James Financial Services Advisors Inc.	420,783	$12.66M	0.0%	+7.9%	2.137%
1/16/2024	Raymond James & Associates	116,146	$3.49M	0.0%	-3.8%	0.590%
12/1/2023	B. Riley Wealth Advisors Inc.	16,645	$437K	0.0%	-4.3%	0.087%
11/22/2023	Aurora Investment Counsel	81,602	$2.14M	1.4%	+4.1%	0.414%
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11/14/2023	Samalin Investment Counsel LLC	15,960	$419K	0.2%	+70.4%	0.083%
11/13/2023	Stifel Financial Corp	81,033	$2.13M	0.0%	-5.8%	0.421%
11/13/2023	FCA Corp TX	90,789	$2.38M	0.8%	+3.8%	0.472%
11/8/2023	HighTower Advisors LLC	9,908	$260K	0.0%	+8.9%	0.051%
11/8/2023	Janney Montgomery Scott LLC	213,148	$5.60M	0.0%	-0.4%	1.108%
11/8/2023	Atria Wealth Solutions Inc.	12,796	$336K	0.0%	-3.7%	0.067%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	7,942	$209K	0.0%	-5.1%	0.041%
11/8/2023	Oppenheimer & Co. Inc.	18,066	$474K	0.0%	+9.8%	0.094%
11/6/2023	Lincoln National Corp	39,705	$1.04M	0.0%	-2.7%	0.206%
10/26/2023	North Star Asset Management Inc.	83,144	$2.18M	0.1%	-7.9%	0.432%
10/24/2023	Raymond James Financial Services Advisors Inc.	390,147	$10.25M	0.0%	-0.9%	2.028%
10/24/2023	Raymond James & Associates	120,710	$3.17M	0.0%	+2.6%	0.627%
10/23/2023	All Season Financial Advisors Inc.	13,088	$344K	0.3%	+5.0%	0.068%
10/23/2023	Commonwealth Equity Services LLC	15,672	$412K	0.0%	+8.8%	0.081%
8/14/2023	Aurora Investment Counsel	78,403	$2.10M	1.4%	+590.9%	0.408%
8/11/2023	D.A. Davidson & CO.	14,783	$396K	0.0%	+4.7%	0.077%
8/10/2023	Private Advisor Group LLC	7,759	$208K	0.0%	N/A	0.040%
8/9/2023	Spire Wealth Management	1,308	$35K	0.0%	+53.9%	0.007%
8/8/2023	L.M. Kohn & Company	9,241	$248K	0.1%	+5.6%	0.048%
8/7/2023	Lincoln National Corp	40,815	$1.10M	0.0%	+10.2%	0.212%
8/3/2023	Atria Wealth Solutions Inc.	13,285	$356K	0.0%	-8.7%	0.069%
8/3/2023	Samalin Investment Counsel LLC	9,365	$251K	0.1%	N/A	0.049%
8/3/2023	Avidian Wealth Solutions LLC	10,464	$281K	0.0%	+36.5%	0.054%
8/3/2023	Oppenheimer & Co. Inc.	16,460	$441K	0.0%	+84.0%	0.086%
7/31/2023	LPL Financial LLC	64,984	$1.74M	0.0%	+24.7%	0.338%
7/27/2023	Mendota Financial Group LLC	4,485	$120K	0.1%	N/A	0.023%
7/26/2023	Janney Montgomery Scott LLC	214,000	$5.74M	0.0%	-11.5%	1.112%
7/26/2023	All Season Financial Advisors Inc.	12,462	$334K	0.3%	N/A	0.065%
7/25/2023	Raymond James Financial Services Advisors Inc.	393,884	$10.56M	0.0%	-8.3%	2.047%
7/25/2023	Raymond James & Associates	117,625	$3.16M	0.0%	-37.3%	0.611%
7/24/2023	Dfpg Investments LLC	13,795	$417K	0.0%	-23.1%	0.072%
6/14/2023	Atria Wealth Solutions Inc.	14,543	$444K	0.0%	N/A	0.076%
6/6/2023	Aurora Investment Counsel	11,348	$347K	0.2%	N/A	0.059%
5/12/2023	FCA Corp TX	87,511	$2.67M	1.0%	+1.9%	0.455%
5/10/2023	Oppenheimer & Co. Inc.	8,947	$273K	0.0%	+10.2%	0.047%
5/10/2023	North Star Asset Management Inc.	93,820	$2.87M	0.2%	-2.8%	0.488%
5/9/2023	Spire Wealth Management	850	$26K	0.0%	N/A	0.004%
5/9/2023	Formidable Asset Management LLC	6,610	$199K	0.0%	N/A	0.034%
5/9/2023	Wedbush Securities Inc.	9,788	$299K	0.0%	+4.4%	0.051%
5/3/2023	J.W. Cole Advisors Inc.	7,964	$243K	0.0%	-11.0%	0.041%
5/2/2023	Lincoln National Corp	37,022	$1.13M	0.0%	+18.3%	0.192%
5/1/2023	Csenge Advisory Group	7,812	$239K	0.0%	-71.0%	0.041%
4/28/2023	Signaturefd LLC	1,000	$31K	0.0%	N/A	0.005%
4/28/2023	Janney Montgomery Scott LLC	241,717	$7.38M	0.0%	+9.3%	1.256%
4/25/2023	D.A. Davidson & CO.	14,117	$431K	0.0%	+33.7%	0.073%
4/14/2023	Raymond James Financial Services Advisors Inc.	429,635	$13.12M	0.0%	+7.3%	2.233%
4/14/2023	Raymond James & Associates	187,549	$5.73M	0.0%	+23.7%	0.975%
4/11/2023	Dfpg Investments LLC	17,945	$548K	0.1%	-13.1%	0.093%
3/15/2023	B. Riley Wealth Advisors Inc.	16,629	$555K	0.0%	-6.6%	0.086%
3/6/2023	North Star Asset Management Inc.	96,495	$3.21M	0.2%	-1.0%	0.502%
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2/13/2023	Wintrust Investments LLC	7,254	$242K	0.0%	-13.7%	0.038%
2/10/2023	Moors & Cabot Inc.	5,004	$233K	0.0%	-24.2%	0.026%
2/9/2023	Elequin Securities LLC	6,977	$232K	0.1%	N/A	0.036%
2/9/2023	HighTower Advisors LLC	9,097	$303K	0.0%	-4.5%	0.047%
2/8/2023	Raymond James Financial Services Advisors Inc.	400,373	$13.34M	0.0%	+5.2%	2.081%
2/8/2023	L.M. Kohn & Company	8,989	$299K	0.1%	+8.5%	0.047%
2/8/2023	Raymond James & Associates	151,664	$5.05M	0.0%	+12.0%	0.788%
2/8/2023	Lincoln National Corp	31,296	$1.04M	0.0%	+5.6%	0.163%
2/7/2023	Commonwealth Equity Services LLC	19,107	$636K	0.0%	+21.5%	0.099%
2/7/2023	Moors & Cabot Inc.	5,004	$233K	0.0%	-24.2%	0.026%

(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, 49 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($10.74M), Janney Montgomery Scott LLC ($6.23M), Raymond James & Associates ($3.30M), FCA Corp TX ($2.75M), Aurora Investment Counsel ($2.63M), International Assets Investment Management LLC ($2.38M), and North Star Asset Management Inc. ($2.35M).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 41 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 ($142.88K), Aurora Investment Counsel ($88.85K), Raymond James Financial Services Advisors Inc. ($79.70K), Wolverine Asset Management LLC ($74.18K), Raymond James & Associates ($55.22K), Mesirow Financial Investment Management Inc. ($44.50K), and Stephens Inc. AR ($39.12K).

How much institutional buying is happening at John Hancock Financial Opportunities Fund?: Institutional investors have bought a total of 823,120 shares in the last 24 months. This purchase volume represents approximately $24.85M in transactions.
Which John Hancock Financial Opportunities Fund major shareholders have been selling company stock?: Of the 25 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 Financial Services Advisors Inc. ($93.25K), Raymond James & Associates ($80.89K), Janney Montgomery Scott LLC ($68.55K), Stephens Inc. AR ($38.37K), North Star Asset Management Inc. ($19.80K), Csenge Advisory Group ($19.14K), and Lincoln National Corp ($7.71K).
How much institutional selling is happening at John Hancock Financial Opportunities Fund?: Institutional investors have sold a total of 373,534 shares in the last 24 months. This volume of shares sold represents approximately $10.97M in transactions.