JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 4,238,028
- Share change
- +5,218
- Total reported value
- $151,259,523
- Price per share
- $35.69
- Number of holders
- 74
- Value change
- +$588,991
- Number of buys
- 28
- 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 |
6.4%
|
1,277,446
|
$42,360,110 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3%
|
596,441
|
$19,777,962 | — | 30 Sep 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
2%
|
401,058
|
$13,299,084 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.2%
|
227,960
|
$7,559,000 | — | 30 Sep 2024 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
1.1%
|
226,737
|
$7,518,599 | — | 30 Sep 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1%
|
206,785
|
$6,857,000 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.59%
|
116,331
|
$3,857,542 | — | 30 Sep 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.56%
|
111,370
|
$3,693,028 | — | 30 Sep 2024 | |
| FCA CORP /TX |
13F
|
Company |
0.47%
|
93,992
|
$3,116,768 | — | 30 Sep 2024 | |
| Aurora Investment Counsel |
13F
|
Company |
0.42%
|
83,664
|
$2,774,298 | — | 30 Sep 2024 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.38%
|
74,498
|
$2,470,354 | — | 30 Sep 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.3%
|
59,654
|
$1,978,127 | — | 30 Sep 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.28%
|
55,918
|
$1,854,240 | — | 30 Sep 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.31%
|
60,517
|
$1,825,000 | — | 30 Sep 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.23%
|
44,757
|
$1,484,139 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.21%
|
41,520
|
$1,376,803 | — | 30 Sep 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.2%
|
38,899
|
$1,290,000 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.19%
|
37,725
|
$1,250,972 | — | 30 Sep 2024 | |
| World Investment Advisors |
13F
|
Company |
0.18%
|
35,943
|
$1,191,853 | — | 30 Sep 2024 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.17%
|
34,570
|
$1,146,338 | — | 30 Sep 2024 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.13%
|
24,862
|
$824,407 | — | 30 Sep 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.12%
|
23,990
|
$795,508 | — | 30 Sep 2024 | |
| Triumph Capital Management |
13F
|
Company |
0.1%
|
20,322
|
$673,878 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.1%
|
19,336
|
$641,182 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.1%
|
19,306
|
$640,252 | — | 30 Sep 2024 | |
| Mariner, LLC |
13F
|
Company |
0.09%
|
18,215
|
$604,003 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
18,061
|
$599,000 | — | 30 Sep 2024 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.09%
|
17,063
|
$566,000 | — | 30 Sep 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
15,438
|
$511,000 | — | 30 Sep 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.07%
|
13,978
|
$463,523 | — | 30 Sep 2024 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.06%
|
12,691
|
$420,820 | — | 30 Sep 2024 | |
| All Season Financial Advisors, Inc. |
13F
|
Company |
0.06%
|
12,333
|
$408,968 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.06%
|
11,192
|
$371,124 | — | 30 Sep 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.06%
|
11,112
|
$368,479 | — | 30 Sep 2024 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,784
|
$357,598 | — | 30 Sep 2024 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
10,464
|
$346,986 | — | 30 Sep 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.05%
|
10,395
|
$344,698 | — | 30 Sep 2024 | |
| Formidable Asset Management, LLC |
13F
|
Company |
0.05%
|
9,910
|
$328,630 | — | 30 Sep 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
8,937
|
$296,347 | — | 30 Sep 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.04%
|
8,840
|
$293,134 | — | 30 Sep 2024 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
8,829
|
$292,770 | — | 30 Sep 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.04%
|
8,688
|
$288,000 | — | 30 Sep 2024 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$265,280 | — | 30 Sep 2024 | |
| Creative Planning |
13F
|
Company |
0.04%
|
7,860
|
$260,649 | — | 30 Sep 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.04%
|
7,345
|
$243,560 | — | 30 Sep 2024 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.03%
|
6,335
|
$210,069 | — | 30 Sep 2024 | |
| COMERICA BANK |
13F
|
Company |
0.03%
|
5,033
|
$166,894 | — | 30 Sep 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
4,017
|
$133,204 | — | 30 Sep 2024 | |
| Mendota Financial Group, LLC |
13F
|
Company |
0.02%
|
3,826
|
$126,871 | — | 30 Sep 2024 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,386
|
$112,285 | — | 30 Sep 2024 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q4 2024
As of 31 Dec 2024,
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,238,028 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, Royal Bank of Canada, Cornerstone Advisors, LLC, Janney Montgomery Scott LLC, LPL Financial LLC, FCA CORP /TX, NORTH STAR ASSET MANAGEMENT INC, and Aurora Investment Counsel.
This page lists
74
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
76
Q4 2024 holders
74
Holder diff
-2
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.