JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q1 2022 13F Holders as of 31 Mar 2022
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 3,919,589
- Share change
- +200,523
- Total reported value
- $157,564,333
- Price per share
- $40.20
- Number of holders
- 68
- Value change
- +$7,924,973
- Number of buys
- 31
- Number of sells
- 31
Quarterly Holders Quick Answers
What is CUSIP 409735206?
CUSIP 409735206 identifies BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common in SEC institutional holdings data.
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Recent filing periods for CUSIP 409735206:
Top shareholders of BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
8.1%
|
1,608,130
|
$74,923,000 | — | 31 Dec 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
1.9%
|
368,934
|
$17,189,000 | — | 31 Dec 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.4%
|
285,619
|
$13,307,000 | — | 31 Dec 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1.3%
|
256,952
|
$11,971,000 | — | 31 Dec 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.95%
|
187,463
|
$8,734,000 | — | 31 Dec 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.75%
|
147,661
|
$6,880,000 | — | 31 Dec 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.63%
|
125,463
|
$5,845,000 | — | 31 Dec 2021 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
101,993
|
$4,752,000 | — | 31 Dec 2021 | |
| FCA CORP /TX |
13F
|
Company |
0.43%
|
84,865
|
$3,954,000 | — | 31 Dec 2021 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.29%
|
57,908
|
$2,698,000 | — | 31 Dec 2021 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.29%
|
56,635
|
$2,639,000 | — | 31 Dec 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.21%
|
42,485
|
$1,979,000 | — | 31 Dec 2021 | |
| UBS Group AG |
13F
|
Company |
0.16%
|
32,458
|
$1,512,000 | — | 31 Dec 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.12%
|
23,422
|
$1,092,000 | — | 31 Dec 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.12%
|
23,089
|
$1,075,000 | — | 31 Dec 2021 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.11%
|
21,670
|
$1,010,000 | — | 31 Dec 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.11%
|
21,000
|
$998,000 | — | 31 Dec 2021 | |
| WINTRUST INVESTMENTS LLC |
13F
|
Company |
0.09%
|
18,691
|
$871,000 | — | 31 Dec 2021 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
0.09%
|
17,369
|
$810,000 | — | 31 Dec 2021 | |
| NEXT Financial Group, Inc |
13F
|
Company |
0.08%
|
15,528
|
$724,000 | — | 31 Dec 2021 | |
| Invesco Ltd. |
13F
|
Company |
0.07%
|
13,668
|
$637,000 | — | 31 Dec 2021 | |
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
13F
|
Company |
0.06%
|
11,793
|
$549,000 | — | 31 Dec 2021 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.06%
|
11,094
|
$517,000 | — | 31 Dec 2021 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,868
|
$506,000 | — | 31 Dec 2021 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.05%
|
10,862
|
$506,000 | — | 31 Dec 2021 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.05%
|
10,483
|
$488,000 | — | 31 Dec 2021 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.05%
|
10,273
|
$479,000 | — | 31 Dec 2021 | |
| J.P. Morgan Private Wealth Advisors LLC |
13F
|
Company |
0.05%
|
10,261
|
$478,000 | — | 31 Dec 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.05%
|
10,187
|
$475,000 | — | 31 Dec 2021 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.05%
|
10,029
|
$467,000 | — | 31 Dec 2021 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
9,906
|
$462,000 | — | 31 Dec 2021 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
9,679
|
$451,000 | — | 31 Dec 2021 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.05%
|
9,258
|
$431,000 | — | 31 Dec 2021 | |
| Csenge Advisory Group |
13F
|
Company |
0.05%
|
10,483
|
$400,000 | — | 31 Dec 2021 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.04%
|
7,581
|
$353,000 | — | 31 Dec 2021 | |
| Creative Planning |
13F
|
Company |
0.04%
|
7,550
|
$352,000 | — | 31 Dec 2021 | |
| Patten Group, Inc. |
13F
|
Company |
0.04%
|
7,313
|
$341,000 | — | 31 Dec 2021 | |
| CERTUITY, LLC |
13F
|
Company |
0.03%
|
6,743
|
$314,000 | — | 31 Dec 2021 | |
| Moors & Cabot, Inc. |
13F
|
Company |
0.03%
|
6,605
|
$308,000 | — | 31 Dec 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
5,506
|
$257,000 | — | 31 Dec 2021 | |
| AdvisorNet Financial, Inc |
13F
|
Company |
0.02%
|
4,141
|
$193,000 | — | 31 Dec 2021 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.01%
|
2,418
|
$113,000 | — | 31 Dec 2021 | |
| Allworth Financial LP |
13F
|
Company |
0.01%
|
2,340
|
$109,000 | — | 31 Dec 2021 | |
| CWM, LLC |
13F
|
Company |
0.01%
|
2,270
|
$106,000 | — | 31 Dec 2021 | |
| Bedel Financial Consulting, Inc. |
13F
|
Company |
0.01%
|
2,100
|
$98,000 | — | 31 Dec 2021 | |
| Tradition Wealth Management, LLC |
13F
|
Company |
0.01%
|
2,030
|
$95,000 | — | 31 Dec 2021 | |
| American Portfolios Advisors |
13F
|
Company |
0.01%
|
1,415
|
$65,946 | — | 31 Dec 2021 | |
| Carroll Financial Associates, Inc. |
13F
|
Company |
0%
|
865
|
$37,000 | — | 31 Dec 2021 | |
| Widmann Financial Services, Inc. |
13F
|
Company |
0%
|
750
|
$34,000 | — | 31 Dec 2021 | |
| Oakworth Capital, Inc. |
13F
|
Company |
0%
|
700
|
$33,000 | — | 31 Dec 2021 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q1 2022
As of 31 Mar 2022,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,919,589 shares.
The largest 10 holders included
MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., WELLS FARGO & COMPANY/MN, Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, RAYMOND JAMES & ASSOCIATES, NORTH STAR ASSET MANAGEMENT INC, LPL Financial LLC, and FCA CORP /TX.
This page lists
68
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
69
Q1 2022 holders
68
Holder diff
-1
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.