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John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$36.74 +0.31 (+0.84%)
As of 01/17/2025 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
25
Total
Institutional Inflows
(last 12 months)
$22.77M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.71M
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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
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%
11/25/2024World 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%
11/14/2024L.M. Kohn & Company12,691$421K0.1%+3.5%0.064%
11/13/2024D.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%
11/6/2024Oppenheimer & 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%
10/21/2024Gilliland 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%
7/24/2024Gilliland 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%
5/7/2024Oppenheimer & 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%
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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%
4/25/2024L.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%
2/9/2024L.M. Kohn & Company11,411$343K0.1%+22.2%0.058%
2/9/2024D.A. Davidson & CO.14,016$422K0.0%-6.9%0.071%
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%
2/6/2024Lincoln National Corp33,108$996K0.0%-16.6%0.168%
2/6/2024Private Advisor Group LLC9,663$291K0.0%+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$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%
1/25/2024 International Assets Investment Management LLC71,440$2.38M0.0%N/A0.363%
1/25/2024Redwood 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%
1/24/2024All 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%
12/1/2023B. Riley Wealth Advisors Inc.16,645$437K0.0%-4.3%0.087%
11/22/2023Aurora Investment Counsel81,602$2.14M1.4%+4.1%0.414%
11/14/2023Samalin Investment Counsel LLC15,960$419K0.2%+70.4%0.083%
11/13/2023Stifel Financial Corp81,033$2.13M0.0%-5.8%0.421%
11/13/2023FCA Corp TX90,789$2.38M0.8%+3.8%0.472%
11/8/2023HighTower Advisors LLC9,908$260K0.0%+8.9%0.051%
11/8/2023 Janney Montgomery Scott LLC213,148$5.60M0.0%-0.4%1.108%
11/8/2023Atria 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%
11/8/2023Oppenheimer & Co. Inc.18,066$474K0.0%+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$344K0.3%+5.0%0.068%
10/23/2023Commonwealth Equity Services LLC15,672$412K0.0%+8.8%0.081%
8/14/2023Aurora Investment Counsel78,403$2.10M1.4%+590.9%0.408%
8/11/2023D.A. Davidson & CO.14,783$396K0.0%+4.7%0.077%
8/10/2023Private Advisor Group LLC7,759$208K0.0%N/A0.040%
8/9/2023Spire Wealth Management1,308$35K0.0%+53.9%0.007%
8/8/2023L.M. Kohn & Company9,241$248K0.1%+5.6%0.048%
8/7/2023Lincoln National Corp40,815$1.10M0.0%+10.2%0.212%
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8/3/2023Atria Wealth Solutions Inc.13,285$356K0.0%-8.7%0.069%
8/3/2023Samalin Investment Counsel LLC9,365$251K0.1%N/A0.049%
8/3/2023Avidian Wealth Solutions LLC10,464$281K0.0%+36.5%0.054%
8/3/2023Oppenheimer & Co. Inc.16,460$441K0.0%+84.0%0.086%
7/31/2023LPL 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%
7/26/2023All 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%
(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, 50 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 ($7.18M), 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 38 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 1,135,701 shares in the last 24 months. This purchase volume represents approximately $34.45M 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 ($71.41K), 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 417,956 shares in the last 24 months. This volume of shares sold represents approximately $12.47M in transactions.


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This page (NYSE:BTO) was last updated on 1/21/2025 by MarketBeat.com Staff
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