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John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

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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)
28
Total
Institutional Inflows
(last 12 months)
$15.26M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.62M
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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
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%
4/25/2024 L.M. Kohn & Company12,301$364K0.1%+7.8%0.062%
4/23/2024 Raymond 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%
2/20/2024Aurora 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%
1/16/2024 Raymond James Financial Services Advisors Inc.420,783$12.66M0.0%+7.9%2.137%
1/16/2024 Raymond 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%
11/22/2023Aurora 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%
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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%
10/24/2023 Raymond James Financial Services Advisors Inc.390,147$10.25M0.0%-0.9%2.028%
10/24/2023 Raymond 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%
8/14/2023Aurora 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%
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%
7/25/2023 Raymond James Financial Services Advisors Inc.393,884$10.56M0.0%-8.3%2.047%
7/25/2023 Raymond 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%
6/6/2023Aurora Investment Counsel11,348$347K0.2%N/A0.059%
5/12/2023 FCA Corp TX87,511$2.67M1.0%+1.9%0.455%
5/10/2023 Oppenheimer & Co. Inc.8,947$273K0.0%+10.2%0.047%
5/10/2023 North Star Asset Management Inc.93,820$2.87M0.2%-2.8%0.488%
5/9/2023 Spire Wealth Management850$26K0.0%N/A0.004%
5/9/2023 Formidable Asset Management LLC6,610$199K0.0%N/A0.034%
5/9/2023 Wedbush Securities Inc.9,788$299K0.0%+4.4%0.051%
5/3/2023 J.W. Cole Advisors Inc.7,964$243K0.0%-11.0%0.041%
5/2/2023 Lincoln National Corp37,022$1.13M0.0%+18.3%0.192%
5/1/2023 Csenge Advisory Group7,812$239K0.0%-71.0%0.041%
4/28/2023 Signaturefd LLC1,000$31K0.0%N/A0.005%
4/28/2023 Janney Montgomery Scott LLC241,717$7.38M0.0%+9.3%1.256%
4/25/2023 D.A. Davidson & CO.14,117$431K0.0%+33.7%0.073%
4/14/2023 Raymond James Financial Services Advisors Inc.429,635$13.12M0.0%+7.3%2.233%
4/14/2023 Raymond James & Associates187,549$5.73M0.0%+23.7%0.975%
4/11/2023Dfpg Investments LLC17,945$548K0.1%-13.1%0.093%
3/15/2023 B. Riley Wealth Advisors Inc.16,629$555K0.0%-6.6%0.086%
3/6/2023 North Star Asset Management Inc.96,495$3.21M0.2%-1.0%0.502%
2/13/2023 Wintrust Investments LLC7,254$242K0.0%-13.7%0.038%
2/10/2023 Moors & Cabot Inc.5,004$233K0.0%-24.2%0.026%
2/9/2023 Elequin Securities LLC6,977$232K0.1%N/A0.036%
2/9/2023 HighTower Advisors LLC9,097$303K0.0%-4.5%0.047%
2/8/2023 Raymond James Financial Services Advisors Inc.400,373$13.34M0.0%+5.2%2.081%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
2/8/2023 L.M. Kohn & Company8,989$299K0.1%+8.5%0.047%
2/8/2023 Raymond James & Associates151,664$5.05M0.0%+12.0%0.788%
2/8/2023 Lincoln National Corp31,296$1.04M0.0%+5.6%0.163%
2/7/2023Commonwealth Equity Services LLC19,107$636K0.0%+21.5%0.099%
2/7/2023 Moors & Cabot Inc.5,004$233K0.0%-24.2%0.026%
2/3/2023 D.A. Davidson & CO.10,555$352K0.0%-3.1%0.055%
2/2/2023Dfpg Investments LLC20,645$748K0.1%N/A0.107%
2/1/2023 Redwood Wealth Management Group LLC7,329$244K0.3%N/A0.038%
2/1/2023 Wolverine Asset Management LLC33,184$1.11M0.0%+14.5%0.172%
2/1/2023 Janney Montgomery Scott LLC221,119$7.37M0.0%-12.9%1.149%
(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. ($12.13M), Janney Montgomery Scott LLC ($6.23M), Raymond James & Associates ($3.49M), FCA Corp TX ($2.75M), Aurora Investment Counsel ($2.61M), 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 44 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 ($86.76K), 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 832,215 shares in the last 24 months. This purchase volume represents approximately $25.23M in transactions.

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

Of the 23 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 ($79.38K), Janney Montgomery Scott LLC ($68.55K), Raymond James Financial Services Advisors Inc. ($66.62K), 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 340,229 shares in the last 24 months. This volume of shares sold represents approximately $10.04M in transactions.


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This page (NYSE:BTO) was last updated on 5/19/2024 by MarketBeat.com Staff

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