Free Trial

John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

→ [URGENT] DO NOT Touch These AI Stocks! (From Weiss Ratings) (Ad)
Free BTO Stock Alerts
$28.66
+0.09 (+0.32%)
(As of 05/8/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

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)
$15.49M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$5.59M
Get BTO Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Hancock Financial Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BTO Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2024 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%
3/15/2024B. 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%
2/9/2024 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%
2/9/2024D.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%
2/6/2024 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%
2/2/2024Atria 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%
1/31/2024 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%
1/25/2024Redwood 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%
1/24/2024 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%
12/1/2023B. 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%
11/8/2023 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%
11/8/2023Atria 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%
[URGENT] DO NOT Touch These AI Stocks! (Ad)

Artificial intelligence stocks are carrying the market. One of them, Nvidia, recently became the seventh company ever to hit a $1 trillion market cap. But is this AI rally over?

Click here for our #1 AI Stock for 2024 and Beyond
11/8/2023Oppenheimer & Co. Inc.18,066$474K0.0%+9.8%0.094%
11/6/2023 Lincoln National Corp39,705$1.04M0.0%-2.7%0.206%
10/26/2023North 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%
8/11/2023D.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%
8/3/2023Atria Wealth Solutions Inc.13,285$356K0.0%-8.7%0.069%
8/3/2023Samalin Investment Counsel LLC9,365$251K0.1%N/A0.049%
8/3/2023 Avidian 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%
7/26/2023 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%
6/14/2023Atria Wealth Solutions Inc.14,543$444K0.0%N/A0.076%
6/6/2023Aurora Investment Counsel11,348$347K0.2%N/A0.059%
5/12/2023FCA Corp TX87,511$2.67M1.0%+1.9%0.455%
5/10/2023Oppenheimer & Co. Inc.8,947$273K0.0%+10.2%0.047%
5/10/2023North Star Asset Management Inc.93,820$2.87M0.2%-2.8%0.488%
5/9/2023 Spire Wealth Management850$26K0.0%N/A0.004%
5/9/2023Formidable Asset Management LLC6,610$199K0.0%N/A0.034%
5/9/2023Wedbush 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%
4/25/2023D.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%
3/15/2023B. Riley Wealth Advisors Inc.16,629$555K0.0%-6.6%0.086%
3/6/2023North Star Asset Management Inc.96,495$3.21M0.2%-1.0%0.502%
2/13/2023Wintrust Investments LLC7,254$242K0.0%-13.7%0.038%
2/10/2023Moors & Cabot Inc.5,004$233K0.0%-24.2%0.026%
2/9/2023Elequin 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%
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%
How Biden has already won 2024 (Ad)

Obama’s Forever Term [Exposed] or Obama Biden has already won 2024 Exposed: the shocking election plot that will forever enshrine Obama’s destructive, Marxist vision for America… A plot that could hand him and his allies near-total control over the government, your way of life, and your future.

Click here to watch this now before it’s too late.
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%
2/7/2023Moors & Cabot Inc.5,004$233K0.0%-24.2%0.026%
2/3/2023D.A. Davidson & CO.10,555$352K0.0%-3.1%0.055%
2/2/2023Dfpg Investments LLC20,645$748K0.1%N/A0.107%
2/1/2023Redwood Wealth Management Group LLC7,329$244K0.3%N/A0.038%
2/1/2023Wolverine 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%
1/25/2023Stephens Inc. AR10,775$359K0.0%-78.1%0.056%
1/20/2023V Wealth Advisors LLC7,202$240K0.0%N/A0.037%
(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. ($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 43 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), Raymond James Financial Services Advisors Inc. ($117.36K), Aurora Investment Counsel ($86.76K), Wolverine Asset Management LLC ($74.18K), Raymond James & Associates ($66.52K), Mesirow Financial Investment Management Inc. ($44.50K), and Lincoln National Corp ($40.82K).

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

Institutional investors have bought a total of 912,288 shares in the last 24 months. This purchase volume represents approximately $28.48M in transactions.

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

Of the 22 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 Wintrust Investments LLC ($11.59K).

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

Institutional investors have sold a total of 346,862 shares in the last 24 months. This volume of shares sold represents approximately $10.34M in transactions.


Related Companies:
This page (NYSE:BTO) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Dems have chosen Biden replacement?
Paradigm Press
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Gold Set to EXPLODE!
Gold Safe Exchange
How Biden has already won 2024
Porter & Company
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders