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John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$34.92 +0.79 (+2.31%)
(As of 12/20/2024 04:32 PM ET)
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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)
26
Total
Institutional Inflows
(last 12 months)
$23.69M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.61M
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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
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%
7/31/2024Commonwealth 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%
7/23/2024 All 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%
5/16/2024 B. 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%
4/30/2024 J.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%
4/26/2024 Mesirow Financial Investment Management Inc.44,500$1.32M0.0%N/A0.226%
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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%
3/15/2024 B. 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%
2/9/2024 Advisory 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%
2/8/2024 FCA 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%
2/7/2024 Formidable Asset Management LLC12,910$388K0.1%+24.0%0.066%
2/6/2024 Lincoln National Corp33,108$996K0.0%-16.6%0.168%
2/6/2024 Private 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%
2/2/2024 Atria Wealth Solutions Inc.10,372$312K0.0%-18.9%0.053%
2/1/2024 Wolverine Asset Management LLC40,995$1.23M0.0%N/A0.208%
2/1/2024 North Star Asset Management Inc.78,104$2.35M0.1%-6.1%0.397%
1/31/2024 J.W. Cole Advisors Inc.7,408$223K0.0%N/A0.038%
1/25/2024 International Assets Investment Management LLC71,440$2.38M0.0%N/A0.363%
1/25/2024 Redwood Wealth Management Group LLC7,329$220K0.2%N/A0.037%
1/24/2024 International Assets Investment Management LLC71,440$2.38M0.0%N/A0.363%
1/24/2024 All Season Financial Advisors Inc.19,407$584K0.5%+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%
12/1/2023 B. Riley Wealth Advisors Inc.16,645$437K0.0%-4.3%0.087%
11/22/2023 Aurora Investment Counsel81,602$2.14M1.4%+4.1%0.414%
11/14/2023 Samalin Investment Counsel LLC15,960$419K0.2%+70.4%0.083%
11/13/2023 Stifel Financial Corp81,033$2.13M0.0%-5.8%0.421%
11/13/2023 FCA Corp TX90,789$2.38M0.8%+3.8%0.472%
11/8/2023 HighTower Advisors LLC9,908$260K0.0%+8.9%0.051%
11/8/2023 Janney Montgomery Scott LLC213,148$5.60M0.0%-0.4%1.108%
11/8/2023 Atria Wealth Solutions Inc.12,796$336K0.0%-3.7%0.067%
11/8/2023J.P. Morgan Private Wealth Advisors LLC7,942$209K0.0%-5.1%0.041%
11/8/2023 Oppenheimer & Co. Inc.18,066$474K0.0%+9.8%0.094%
11/6/2023 Lincoln National Corp39,705$1.04M0.0%-2.7%0.206%
10/26/2023 North 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%
10/23/2023 All Season Financial Advisors Inc.13,088$344K0.3%+5.0%0.068%
10/23/2023Commonwealth Equity Services LLC15,672$412K0.0%+8.8%0.081%
8/14/2023 Aurora Investment Counsel78,403$2.10M1.4%+590.9%0.408%
8/11/2023 D.A. Davidson & CO.14,783$396K0.0%+4.7%0.077%
8/10/2023 Private Advisor Group LLC7,759$208K0.0%N/A0.040%
8/9/2023 Spire Wealth Management1,308$35K0.0%+53.9%0.007%
8/8/2023 L.M. Kohn & Company9,241$248K0.1%+5.6%0.048%
8/7/2023 Lincoln National Corp40,815$1.10M0.0%+10.2%0.212%
8/3/2023 Atria Wealth Solutions Inc.13,285$356K0.0%-8.7%0.069%
8/3/2023 Samalin Investment Counsel LLC9,365$251K0.1%N/A0.049%
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I put all the details together for you here — but please hurry. 
8/3/2023 Avidian Wealth Solutions LLC10,464$281K0.0%+36.5%0.054%
8/3/2023 Oppenheimer & Co. Inc.16,460$441K0.0%+84.0%0.086%
7/31/2023 LPL Financial LLC64,984$1.74M0.0%+24.7%0.338%
7/27/2023 Mendota Financial Group LLC4,485$120K0.1%N/A0.023%
7/26/2023 Janney Montgomery Scott LLC214,000$5.74M0.0%-11.5%1.112%
7/26/2023 All Season Financial Advisors Inc.12,462$334K0.3%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$417K0.0%-23.1%0.072%
6/14/2023 Atria Wealth Solutions Inc.14,543$444K0.0%N/A0.076%
(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, 51 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), Cornerstone Advisors LLC ($7.52M), Janney Montgomery Scott LLC ($6.86M), Raymond James & Associates ($3.86M), Aurora Investment Counsel ($2.77M), FCA Corp TX ($2.75M), and North Star Asset Management Inc. ($2.11M).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 39 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: Cornerstone Advisors LLC ($226.74K), International Assets Investment Management LLC ($203.40K), Aurora Investment Counsel ($89.28K), Raymond James Financial Services Advisors Inc. ($79.70K), Wolverine Asset Management LLC ($76.52K), Raymond James & Associates ($55.22K), 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 1,143,297 shares in the last 24 months. This purchase volume represents approximately $34.70M in transactions.

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

Of the 28 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 ($65.78K), Stephens Inc. AR ($38.37K), Landscape Capital Management L.L.C. ($32.09K), Stifel Financial Corp ($28.84K), and Csenge Advisory Group ($19.14K).

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

Institutional investors have sold a total of 411,273 shares in the last 24 months. This volume of shares sold represents approximately $12.24M in transactions.


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This page (NYSE:BTO) was last updated on 12/21/2024 by MarketBeat.com Staff
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