JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 3,942,223
- Share change
- +67,552
- Total reported value
- $110,444,625
- Price per share
- $28.01
- Number of holders
- 69
- Value change
- +$1,791,527
- Number of buys
- 36
- Number of sells
- 19
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 |
6.7%
|
1,336,511
|
$39,534,050 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.9%
|
575,612
|
$17,026,615 | — | 31 Mar 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
2.1%
|
410,138
|
$12,131,890 | — | 31 Mar 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1.1%
|
210,614
|
$6,230,000 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.85%
|
168,440
|
$4,983,000 | — | 31 Mar 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.6%
|
119,283
|
$3,528,382 | — | 31 Mar 2024 | |
| FCA CORP /TX |
13F
|
Company |
0.46%
|
91,928
|
$2,719,238 | — | 31 Mar 2024 | |
| Aurora Investment Counsel |
13F
|
Company |
0.45%
|
88,850
|
$2,628,183 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.42%
|
82,924
|
$2,452,886 | — | 31 Mar 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.4%
|
79,593
|
$2,354,363 | — | 31 Mar 2024 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.39%
|
76,999
|
$2,277,630 | — | 31 Mar 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.25%
|
48,885
|
$1,446,018 | — | 31 Mar 2024 | |
| Mesirow Financial Investment Management, Inc. |
13F
|
Company |
0.22%
|
44,500
|
$1,316,310 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.21%
|
42,101
|
$1,245,339 | — | 31 Mar 2024 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.18%
|
36,468
|
$1,078,713 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.18%
|
36,376
|
$1,076,002 | — | 31 Mar 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.17%
|
34,008
|
$1,006,000 | — | 31 Mar 2024 | |
| LINCOLN NATIONAL CORP |
13F
|
Company |
0.15%
|
29,510
|
$872,899 | — | 31 Mar 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.13%
|
26,337
|
$779,048 | — | 31 Mar 2024 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.12%
|
23,579
|
$697,477 | — | 31 Mar 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.11%
|
21,211
|
$627,422 | — | 31 Mar 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
18,749
|
$555,000 | — | 31 Mar 2024 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.09%
|
17,063
|
$505,000 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.08%
|
15,891
|
$470,108 | — | 31 Mar 2024 | |
| B. Riley Wealth Advisors, Inc. |
13F
|
Company |
0.08%
|
16,645
|
$437,103 | — | 31 Mar 2024 | |
| All Season Financial Advisors, Inc. |
13F
|
Company |
0.07%
|
14,413
|
$426,326 | — | 31 Mar 2024 | |
| Mariner, LLC |
13F
|
Company |
0.07%
|
14,360
|
$424,770 | — | 31 Mar 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.07%
|
14,031
|
$415,046 | — | 31 Mar 2024 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.06%
|
12,301
|
$363,852 | — | 31 Mar 2024 | |
| WINTRUST INVESTMENTS LLC |
13F
|
Company |
0.06%
|
11,178
|
$331,000 | — | 31 Mar 2024 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,804
|
$319,583 | — | 31 Mar 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.05%
|
10,647
|
$314,948 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.05%
|
10,515
|
$311,043 | — | 31 Mar 2024 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
10,464
|
$309,525 | — | 31 Mar 2024 | |
| Formidable Asset Management, LLC |
13F
|
Company |
0.05%
|
10,110
|
$299,054 | — | 31 Mar 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.05%
|
9,292
|
$274,872 | — | 31 Mar 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.04%
|
8,703
|
$257,444 | — | 31 Mar 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.04%
|
8,700
|
$257,346 | — | 31 Mar 2024 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.04%
|
8,694
|
$257,000 | — | 31 Mar 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.04%
|
8,038
|
$238,000 | — | 31 Mar 2024 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$236,640 | — | 31 Mar 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.04%
|
7,829
|
$231,581 | — | 31 Mar 2024 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
7,329
|
$216,792 | — | 31 Mar 2024 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.04%
|
7,047
|
$208,450 | — | 31 Mar 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.03%
|
6,077
|
$179,758 | — | 31 Mar 2024 | |
| COMERICA BANK |
13F
|
Company |
0.02%
|
4,835
|
$143,019 | — | 31 Mar 2024 | |
| Mendota Financial Group, LLC |
13F
|
Company |
0.02%
|
4,485
|
$132,667 | — | 31 Mar 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
4,017
|
$118,823 | — | 31 Mar 2024 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,381
|
$100,008 | — | 31 Mar 2024 | |
| Highlander Capital Management, LLC |
13F
|
Company |
0.01%
|
1,713
|
$50,671 | — | 31 Mar 2024 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q2 2024
As of 30 Jun 2024,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
69 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,942,223 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Raymond James Financial Services Advisors, Inc., Janney Montgomery Scott LLC, Royal Bank of Canada, RAYMOND JAMES & ASSOCIATES, Cornerstone Advisors, LLC, FCA CORP /TX, Aurora Investment Counsel, and LPL Financial LLC.
This page lists
69
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
69
Q2 2024 holders
69
Holder diff
0
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.