John Hancock Financial OppBTO
13F holders, Q1 2024 (March 31)68holders
$29.57avg. 13F price*
At the end of Q1 2024, 68 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings. The largest holders were Morgan Stanley ($39.5M), Wells Fargo & Company ($17.0M) and Raymond James Financial Services Advisors, Inc. ($12.1M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q1 2024)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $638K |
| Exits | 10 | $2.7M |
Ownership 68 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 1,336,510 | $39.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 575,612 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -2.5% | 410,138 | $12.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.9% | 210,614 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 168,440 | $5.0M |
| Raymond James & Associates | 0.00% | Add +2.7% | 119,283 | $3.5M |
| Fca Corp. | 0.88% | Add +0.7% | 91,928 | $2.7M |
| Aurora Investment Counsel | 1.51% | Add +2.4% | 88,850 | $2.6M |
| LPL Financial LLC | 0.00% | Add +5.2% | 82,924 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 79,593 | $2.4M |
| North Star Asset Management Inc. | 0.11% | Reduce -1.4% | 76,999 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.13% | Add +45.8% | 48,885 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | No change | 44,500 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 42,101 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.38% | Add +0.4% | 36,468 | $1.1M |
| UBS Group AG | 0.00% | Reduce -2.5% | 36,376 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.6% | 34,008 | $1.0M |
| Lincoln National Corp. | 0.01% | Reduce -10.9% | 29,510 | $873K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.3% | 26,337 | $779K |
| Samalin Investment Counsel, LLC | 0.33% | Add +6.8% | 23,579 | $697K |
| Shaker Financial Services, LLC | 0.24% | New | 21,211 | $627K |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.8% | 18,749 | $555K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -12.6% | 17,063 | $505K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 15,891 | $470K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +21.7% | 16,645 | $437K |
| All Season Financial Advisors, Inc. | 0.35% | Reduce -25.7% | 14,413 | $426K |
| Mariner, LLC | 0.00% | Add +2.2% | 14,360 | $425K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 14,031 | $415K |
| L.M. Kohn & Company | 0.10% | Add +7.8% | 12,301 | $364K |
| Wintrust Investments LLC | 0.03% | Add +64.2% | 11,178 | $331K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.6% | 10,804 | $320K |
| Private Advisor Group, LLC | 0.00% | Add +10.2% | 10,647 | $315K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 10,515 | $311K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 10,464 | $310K |
| Formidable Asset Management, LLC | 0.05% | Reduce -21.7% | 10,110 | $299K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.4% | 9,292 | $275K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +17.5% | 8,703 | $257K |
| Stephens Inc. | 0.00% | Reduce -57.8% | 8,700 | $257K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.0% | 8,694 | $257K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.1% | 8,038 | $238K |
| Abel Hall, LLC | 0.18% | No change | 8,000 | $237K |
| Wolverine Asset Management LLC | 0.02% | Reduce -80.9% | 7,829 | $232K |
| Redwood Wealth Management Group, LLC | 0.23% | No change | 7,329 | $217K |
| Advisory Services Network, LLC | 0.00% | Reduce -40.4% | 7,047 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.1% | 6,077 | $180K |
| Comerica Bank | 0.00% | Reduce -44.0% | 4,835 | $143K |
| Mendota Financial Group, LLC | 0.08% | No change | 4,485 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -48.0% | 4,017 | $119K |
| Allworth Financial LP | 0.00% | Reduce -5.8% | 3,381 | $100K |
| Highlander Capital Management, LLC | 0.02% | No change | 1,713 | $51K |
| NewEdge Advisors, LLC | 0.00% | Add +86.8% | 1,076 | $32K |
| Thompson Investment Management, Inc. | 0.00% | No change | 649 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $18K |
| Toth Financial Advisory Corp. | 0.00% | No change | 560 | $17K |
| Cwm, LLC | 0.00% | Reduce -12.7% | 514 | $15K |
| Private Trust Co. NA | 0.00% | No change | 500 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 500 | $15K |
| TD Private Client Wealth LLC | 0.00% | No change | 431 | $13K |
| Spire Wealth Management | 0.00% | No change | 429 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | New | 300 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 225 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 80 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 50 | $1K |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.