JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q3 2022 13F Holders as of 30 Sep 2022
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 3,971,768
- Share change
- +83,718
- Total reported value
- $125,351,890
- Price per share
- $31.56
- Number of holders
- 60
- Value change
- +$2,504,394
- Number of buys
- 26
- Number of sells
- 26
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 |
8.4%
|
1,660,738
|
$61,663,000 | — | 30 Jun 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
2%
|
397,052
|
$14,742,000 | — | 30 Jun 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.7%
|
343,476
|
$12,753,000 | — | 30 Jun 2022 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1.3%
|
255,988
|
$8,998,000 | — | 30 Jun 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.95%
|
187,702
|
$6,969,000 | — | 30 Jun 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.74%
|
147,424
|
$5,474,000 | — | 30 Jun 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.71%
|
140,312
|
$5,210,000 | — | 30 Jun 2022 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.5%
|
98,888
|
$3,672,000 | — | 30 Jun 2022 | |
| FCA CORP /TX |
13F
|
Company |
0.43%
|
84,918
|
$3,153,000 | — | 30 Jun 2022 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.37%
|
73,364
|
$2,724,000 | — | 30 Jun 2022 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.36%
|
70,998
|
$2,636,000 | — | 30 Jun 2022 | |
| LPL Financial LLC |
13F
|
Company |
0.24%
|
46,963
|
$1,744,000 | — | 30 Jun 2022 | |
| Euro Pacific Asset Management, LLC |
13F
|
Company |
1.7%
|
330,802
|
$1,121,000 | — | 30 Jun 2022 | |
| UBS Group AG |
13F
|
Company |
0.14%
|
27,580
|
$1,024,000 | — | 30 Jun 2022 | |
| Csenge Advisory Group |
13F
|
Company |
0.14%
|
27,416
|
$1,018,000 | — | 30 Jun 2022 | |
| LINCOLN NATIONAL CORP |
13F
|
Company |
0.13%
|
25,952
|
$964,000 | — | 30 Jun 2022 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.12%
|
23,557
|
$874,000 | — | 30 Jun 2022 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.11%
|
21,438
|
$796,000 | — | 30 Jun 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.09%
|
17,807
|
$661,000 | — | 30 Jun 2022 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
0.09%
|
16,879
|
$627,000 | — | 30 Jun 2022 | |
| Mariner, LLC |
13F
|
Company |
0.07%
|
14,220
|
$528,000 | — | 30 Jun 2022 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.07%
|
14,078
|
$523,000 | — | 30 Jun 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.06%
|
12,223
|
$454,000 | — | 30 Jun 2022 | |
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
13F
|
Company |
0.06%
|
11,440
|
$425,000 | — | 30 Jun 2022 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.05%
|
10,880
|
$404,000 | — | 30 Jun 2022 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,868
|
$404,000 | — | 30 Jun 2022 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.05%
|
10,025
|
$372,000 | — | 30 Jun 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.05%
|
9,542
|
$354,000 | — | 30 Jun 2022 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.05%
|
9,513
|
$354,000 | — | 30 Jun 2022 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.05%
|
9,518
|
$353,000 | — | 30 Jun 2022 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.05%
|
9,479
|
$352,000 | — | 30 Jun 2022 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
9,302
|
$345,000 | — | 30 Jun 2022 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.04%
|
8,784
|
$326,000 | — | 30 Jun 2022 | |
| WINTRUST INVESTMENTS LLC |
13F
|
Company |
0.04%
|
8,318
|
$309,000 | — | 30 Jun 2022 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.04%
|
8,305
|
$309,000 | — | 30 Jun 2022 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.04%
|
8,057
|
$299,000 | — | 30 Jun 2022 | |
| J.P. Morgan Private Wealth Advisors LLC |
13F
|
Company |
0.04%
|
7,512
|
$279,000 | — | 30 Jun 2022 | |
| Patten Group, Inc. |
13F
|
Company |
0.04%
|
7,310
|
$263,000 | — | 30 Jun 2022 | |
| Moors & Cabot, Inc. |
13F
|
Company |
0.03%
|
6,604
|
$245,000 | — | 30 Jun 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.03%
|
6,283
|
$233,000 | — | 30 Jun 2022 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.03%
|
5,987
|
$222,000 | — | 30 Jun 2022 | |
| Creative Planning |
13F
|
Company |
0.03%
|
5,784
|
$215,000 | — | 30 Jun 2022 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,968
|
$147,000 | — | 30 Jun 2022 | |
| Tradition Wealth Management, LLC |
13F
|
Company |
0.01%
|
2,030
|
$75,000 | — | 30 Jun 2022 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
1,595
|
$59,000 | — | 30 Jun 2022 | |
| HERITAGE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.01%
|
1,500
|
$55,695 | — | 30 Jun 2022 | |
| American Portfolios Advisors |
13F
|
Company |
0.01%
|
1,048
|
$38,909 | — | 30 Jun 2022 | |
| Venture Visionary Partners LLC |
13F
|
Company |
0%
|
850
|
$31,560 | — | 30 Jun 2022 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
667
|
$24,000 | — | 30 Jun 2022 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
645
|
$24,000 | — | 30 Jun 2022 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q3 2022
As of 30 Sep 2022,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,971,768 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 Steward Partners Investment Advisory, LLC.
This page lists
60
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2022 vs Q2 2022 Across Filers
Q2 2022 holders
64
Q3 2022 holders
60
Holder diff
-4
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 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.