JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q3 2024 13F Holders as of 30 Sep 2024
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 4,203,491
- Share change
- +202,576
- Total reported value
- $139,205,073
- Price per share
- $33.16
- Number of holders
- 76
- Value change
- +$6,974,511
- Number of buys
- 34
- Number of sells
- 22
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 |
6.4%
|
1,264,907
|
$35,430,065 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3%
|
590,785
|
$16,547,912 | — | 30 Jun 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
1.9%
|
383,506
|
$10,741,991 | — | 30 Jun 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1%
|
206,464
|
$5,783,000 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.99%
|
195,135
|
$5,465,000 | — | 30 Jun 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.59%
|
117,778
|
$3,298,948 | — | 30 Jun 2024 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
0.49%
|
97,366
|
$2,727,222 | — | 30 Jun 2024 | |
| FCA CORP /TX |
13F
|
Company |
0.47%
|
93,089
|
$2,607,422 | — | 30 Jun 2024 | |
| Aurora Investment Counsel |
13F
|
Company |
0.45%
|
89,279
|
$2,500,705 | — | 30 Jun 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.45%
|
88,882
|
$2,489,576 | — | 30 Jun 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.4%
|
79,764
|
$2,234,202 | — | 30 Jun 2024 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.38%
|
75,204
|
$2,106,464 | — | 30 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
47,616
|
$1,333,724 | — | 30 Jun 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.21%
|
40,934
|
$1,146,561 | — | 30 Jun 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.21%
|
40,840
|
$1,143,929 | — | 30 Jun 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.2%
|
39,148
|
$1,096,535 | — | 30 Jun 2024 | |
| World Investment Advisors |
13F
|
Company |
0.19%
|
36,664
|
$1,026,958 | — | 30 Jun 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.18%
|
36,177
|
$1,013,000 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.18%
|
35,875
|
$1,004,847 | — | 30 Jun 2024 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.16%
|
32,163
|
$900,898 | — | 30 Jun 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.15%
|
29,620
|
$829,744 | — | 30 Jun 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.13%
|
26,639
|
$746,158 | — | 30 Jun 2024 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.13%
|
25,570
|
$716,218 | — | 30 Jun 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.1%
|
19,817
|
$555,000 | — | 30 Jun 2024 | |
| Mariner, LLC |
13F
|
Company |
0.09%
|
17,576
|
$492,315 | — | 30 Jun 2024 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.09%
|
17,063
|
$478,000 | — | 30 Jun 2024 | |
| All Season Financial Advisors, Inc. |
13F
|
Company |
0.07%
|
13,550
|
$379,532 | — | 30 Jun 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.07%
|
12,963
|
$363,085 | — | 30 Jun 2024 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.06%
|
12,266
|
$343,560 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.06%
|
12,221
|
$342,308 | — | 30 Jun 2024 | |
| WINTRUST INVESTMENTS LLC |
13F
|
Company |
0.06%
|
12,176
|
$341,000 | — | 30 Jun 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.06%
|
11,597
|
$324,856 | — | 30 Jun 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
11,524
|
$322,785 | — | 30 Jun 2024 | |
| Formidable Asset Management, LLC |
13F
|
Company |
0.06%
|
11,210
|
$313,999 | — | 30 Jun 2024 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,804
|
$302,621 | — | 30 Jun 2024 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
10,464
|
$293,097 | — | 30 Jun 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.05%
|
10,393
|
$291,108 | — | 30 Jun 2024 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
8,829
|
$247,300 | — | 30 Jun 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.04%
|
8,817
|
$246,975 | — | 30 Jun 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.04%
|
8,738
|
$245,000 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.04%
|
8,397
|
$235,200 | — | 30 Jun 2024 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$224,080 | — | 30 Jun 2024 | |
| Creative Planning |
13F
|
Company |
0.04%
|
7,634
|
$213,818 | — | 30 Jun 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.03%
|
5,495
|
$153,915 | — | 30 Jun 2024 | |
| COMERICA BANK |
13F
|
Company |
0.03%
|
5,135
|
$143,831 | — | 30 Jun 2024 | |
| Mendota Financial Group, LLC |
13F
|
Company |
0.02%
|
4,485
|
$125,625 | — | 30 Jun 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
4,017
|
$112,517 | — | 30 Jun 2024 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,384
|
$107,163 | — | 30 Jun 2024 | |
| EverSource Wealth Advisors, LLC |
13F
|
Company |
0.01%
|
2,500
|
$81,850 | — | 30 Jun 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.01%
|
1,825
|
$51,118 | — | 30 Jun 2024 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q3 2024
As of 30 Sep 2024,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,203,491 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Raymond James Financial Services Advisors, Inc., Royal Bank of Canada, Cornerstone Advisors, LLC, Janney Montgomery Scott LLC, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, FCA CORP /TX, and Aurora Investment Counsel.
This page lists
76
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
69
Q3 2024 holders
76
Holder diff
7
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.