JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q2 2022 13F Holders as of 30 Jun 2022
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 3,888,020
- Share change
- -31,569
- Total reported value
- $143,846,167
- Price per share
- $37.13
- Number of holders
- 64
- Value change
- -$1,189,350
- Number of buys
- 27
- Number of sells
- 29
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 |
8.3%
|
1,636,779
|
$65,798,000 | — | 31 Mar 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
2.1%
|
406,593
|
$16,345,000 | — | 31 Mar 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.8%
|
358,231
|
$14,401,000 | — | 31 Mar 2022 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1.3%
|
256,749
|
$10,321,000 | — | 31 Mar 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.96%
|
190,809
|
$7,670,000 | — | 31 Mar 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.79%
|
156,427
|
$6,288,000 | — | 31 Mar 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.69%
|
136,762
|
$5,498,000 | — | 31 Mar 2022 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
101,418
|
$4,077,000 | — | 31 Mar 2022 | |
| LPL Financial LLC |
13F
|
Company |
0.43%
|
85,102
|
$3,421,000 | — | 31 Mar 2022 | |
| FCA CORP /TX |
13F
|
Company |
0.43%
|
84,828
|
$3,410,000 | — | 31 Mar 2022 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.31%
|
61,954
|
$2,491,000 | — | 31 Mar 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.29%
|
58,412
|
$2,348,000 | — | 31 Mar 2022 | |
| UBS Group AG |
13F
|
Company |
0.15%
|
30,224
|
$1,215,000 | — | 31 Mar 2022 | |
| Csenge Advisory Group |
13F
|
Company |
0.13%
|
26,103
|
$1,049,000 | — | 31 Mar 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.12%
|
23,581
|
$947,000 | — | 31 Mar 2022 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.11%
|
21,438
|
$862,000 | — | 31 Mar 2022 | |
| LINCOLN NATIONAL CORP |
13F
|
Company |
0.09%
|
18,462
|
$742,000 | — | 31 Mar 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.09%
|
16,868
|
$678,000 | — | 31 Mar 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.08%
|
16,517
|
$664,000 | — | 31 Mar 2022 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
0.08%
|
16,370
|
$659,000 | — | 31 Mar 2022 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.08%
|
15,565
|
$626,000 | — | 31 Mar 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.07%
|
13,780
|
$554,000 | — | 31 Mar 2022 | |
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
13F
|
Company |
0.06%
|
11,492
|
$462,000 | — | 31 Mar 2022 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.05%
|
10,869
|
$437,000 | — | 31 Mar 2022 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,868
|
$437,000 | — | 31 Mar 2022 | |
| Mariner, LLC |
13F
|
Company |
0.05%
|
10,441
|
$420,000 | — | 31 Mar 2022 | |
| J.P. Morgan Private Wealth Advisors LLC |
13F
|
Company |
0.05%
|
10,312
|
$415,000 | — | 31 Mar 2022 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.05%
|
10,125
|
$407,000 | — | 31 Mar 2022 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
9,776
|
$393,000 | — | 31 Mar 2022 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
9,736
|
$391,000 | — | 31 Mar 2022 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.05%
|
9,254
|
$372,000 | — | 31 Mar 2022 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.04%
|
8,611
|
$346,000 | — | 31 Mar 2022 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.04%
|
8,305
|
$334,000 | — | 31 Mar 2022 | |
| WINTRUST INVESTMENTS LLC |
13F
|
Company |
0.04%
|
8,258
|
$332,000 | — | 31 Mar 2022 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.04%
|
7,842
|
$315,000 | — | 31 Mar 2022 | |
| Patten Group, Inc. |
13F
|
Company |
0.04%
|
7,310
|
$294,000 | — | 31 Mar 2022 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.03%
|
6,485
|
$260,000 | — | 31 Mar 2022 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.03%
|
6,188
|
$249,000 | — | 31 Mar 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
6,013
|
$241,000 | — | 31 Mar 2022 | |
| Moors & Cabot, Inc. |
13F
|
Company |
0.03%
|
6,004
|
$241,000 | — | 31 Mar 2022 | |
| Creative Planning |
13F
|
Company |
0.03%
|
5,784
|
$233,000 | — | 31 Mar 2022 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,371
|
$136,000 | — | 31 Mar 2022 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.01%
|
2,637
|
$106,000 | — | 31 Mar 2022 | |
| CWM, LLC |
13F
|
Company |
0.01%
|
2,270
|
$91,000 | — | 31 Mar 2022 | |
| Bedel Financial Consulting, Inc. |
13F
|
Company |
0.01%
|
2,086
|
$84,000 | — | 31 Mar 2022 | |
| Tradition Wealth Management, LLC |
13F
|
Company |
0.01%
|
2,030
|
$82,000 | — | 31 Mar 2022 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
1,667
|
$67,000 | — | 31 Mar 2022 | |
| HERITAGE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.01%
|
1,500
|
$60,000 | — | 31 Mar 2022 | |
| American Portfolios Advisors |
13F
|
Company |
0.01%
|
1,418
|
$57,007 | — | 31 Mar 2022 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
1,295
|
$52,000 | — | 31 Mar 2022 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q2 2022
As of 30 Jun 2022,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
64 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,888,020 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, FCA CORP /TX, and STIFEL FINANCIAL CORP.
This page lists
64
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
68
Q2 2022 holders
64
Holder diff
-4
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 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.