Security key
409735206
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Common
- Shares outstanding
- 19,806,989
- Total 13F shares
- 4,127,411
- Share change
- -110,446
- Total reported value
- $140,775,947
- Price per share
- $34.11
- Number of holders
- 69
- Value change
- -$3,937,930
- Number of buys
- 29
- Number of sells
- 26
Report period
Q1 2025
Institutions
69
Top holders
10
BTO full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 409735206
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
6.5%
|
1,290,247
|
$46,048,956 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2.9%
|
577,425
|
$20,608,283 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
2.7%
|
525,205
|
$18,744,589 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.3%
|
255,863
|
$9,132,000 | — | 31 Dec 2024 | |
| Cornerstone Advisors, LLC |
13F
|
Company |
1.2%
|
236,370
|
$8,436,045 | — | 31 Dec 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
1%
|
201,154
|
$7,179,000 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.94%
|
185,773
|
$6,630,229 | — | 31 Dec 2024 | |
| FCA CORP /TX |
13F
|
Company |
0.48%
|
94,630
|
$3,377,350 | — | 31 Dec 2024 | |
| NORTH STAR ASSET MANAGEMENT INC |
13F
|
Company |
0.37%
|
73,798
|
$2,633,851 | — | 31 Dec 2024 | |
| Aurora Investment Counsel |
13F
|
Company |
0.37%
|
73,601
|
$2,626,820 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.36%
|
71,662
|
$2,557,648 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.21%
|
41,950
|
$1,497,196 | — | 31 Dec 2024 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.19%
|
38,083
|
$1,359,000 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.18%
|
36,365
|
$1,297,858 | — | 31 Dec 2024 | |
| Gilliland Jeter Wealth Management LLC |
13F
|
Company |
0.17%
|
34,276
|
$1,223,314 | — | 31 Dec 2024 | |
| World Investment Advisors |
13F
|
Company |
0.17%
|
34,019
|
$1,214,149 | — | 31 Dec 2024 | |
| Chancellor Financial Group WB LP |
13F
|
Company |
0.17%
|
33,629
|
$1,200,235 | — | 31 Dec 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.14%
|
27,824
|
$993,039 | — | 31 Dec 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.13%
|
26,308
|
$938,933 | — | 31 Dec 2024 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
0.12%
|
24,498
|
$874,368 | — | 31 Dec 2024 | |
| Triumph Capital Management |
13F
|
Company |
0.12%
|
23,065
|
$823,190 | — | 31 Dec 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.12%
|
22,856
|
$815,731 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.11%
|
22,052
|
$787,032 | — | 31 Dec 2024 | |
| Tennessee Valley Asset Management Partners |
13F
|
Company |
0.1%
|
20,645
|
$736,806 | — | 31 Dec 2024 | |
| Mariner, LLC |
13F
|
Company |
0.1%
|
19,829
|
$707,690 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.1%
|
19,628
|
$700,523 | — | 31 Dec 2024 | |
| Strategic Wealth Investment Group, LLC |
13F
|
Company |
0.1%
|
18,906
|
$9,187,713 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
18,486
|
$660,000 | — | 31 Dec 2024 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.09%
|
16,950
|
$605,000 | — | 31 Dec 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.08%
|
16,636
|
$593,723 | — | 31 Dec 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.08%
|
15,445
|
$551,225 | — | 31 Dec 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.07%
|
12,989
|
$463,591 | — | 31 Dec 2024 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.06%
|
12,307
|
$439,223 | — | 31 Dec 2024 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.06%
|
11,685
|
$417,038 | — | 31 Dec 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.06%
|
11,274
|
$402,395 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.06%
|
11,108
|
$396,510 | — | 31 Dec 2024 | |
| Institute for Wealth Management, LLC. |
13F
|
Company |
0.05%
|
10,784
|
$384,881 | — | 31 Dec 2024 | |
| Avidian Wealth Enterprises, LLC |
13F
|
Company |
0.05%
|
9,144
|
$326,349 | — | 31 Dec 2024 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.05%
|
9,044
|
$322,769 | — | 31 Dec 2024 | |
| Redwood Wealth Management Group, LLC |
13F
|
Company |
0.04%
|
8,829
|
$315,372 | — | 31 Dec 2024 | |
| Abel Hall, LLC |
13F
|
Company |
0.04%
|
8,000
|
$285,520 | — | 31 Dec 2024 | |
| Creative Planning |
13F
|
Company |
0.04%
|
7,630
|
$272,305 | — | 31 Dec 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.03%
|
6,781
|
$242,000 | — | 31 Dec 2024 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.03%
|
6,618
|
$236,196 | — | 31 Dec 2024 | |
| Focus Partners Wealth |
13F
|
Company |
0.03%
|
5,942
|
$212,070 | — | 31 Dec 2024 | |
| COMERICA BANK |
13F
|
Company |
0.03%
|
5,033
|
$179,628 | — | 31 Dec 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
4,017
|
$143,368 | — | 31 Dec 2024 | |
| Allworth Financial LP |
13F
|
Company |
0.02%
|
3,388
|
$125,948 | — | 31 Dec 2024 | |
| Mendota Financial Group, LLC |
13F
|
Company |
0.01%
|
2,774
|
$99,005 | — | 31 Dec 2024 | |
| MAI Capital Management |
13F
|
Company |
0.01%
|
1,740
|
$62,101 | — | 31 Dec 2024 |
Institutional Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) as of Q1 2025
As of 31 Mar 2025,
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
4,127,411 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, RAYMOND JAMES FINANCIAL INC, ROYAL BANK OF CANADA, Janney Montgomery Scott LLC, LPL Financial LLC, Cornerstone Advisors, LLC, FCA CORP /TX, STIFEL FINANCIAL CORP, and NORTH STAR ASSET MANAGEMENT INC.
This page lists
69
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
74
Q1 2025 holders
69
Holder diff
-5
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.