19.53% of John Hancock Financial Opportunities Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/6/2023	Aurora Investment Counsel	11,348	$0.35M	0.2%	N/A	0.059%
5/22/2023	Ameriprise Financial Inc.	10,222	$0.31M	0.0%	-5.2%	0.053%
5/18/2023	JPMorgan Chase & Co.	24,025	$0.73M	0.0%	N/A	0.125%
5/17/2023	B. Riley Wealth Advisors Inc.	17,491	$0.53M	0.0%	+5.2%	0.091%
5/17/2023	Advisory Services Network LLC	13,674	$0.42M	0.0%	+525.5%	0.071%
5/16/2023	Steward Partners Investment Advisory LLC	70,644	$2.16M	0.0%	-19.2%	0.367%
5/15/2023	Stephens Inc. AR	47,353	$1.45M	0.0%	+339.5%	0.246%
5/12/2023	Stifel Financial Corp	90,943	$2.78M	0.0%	+10.2%	0.473%
5/12/2023	Bank of America Corp DE	168,611	$5.15M	0.0%	-7.1%	0.876%
5/12/2023	UBS Group AG	23,096	$0.71M	0.0%	+5.6%	0.120%
5/12/2023	FCA Corp TX	87,511	$2.67M	1.0%	+1.9%	0.455%
5/12/2023	First Republic Investment Management Inc.	8,585	$0.26M	0.0%	+12.2%	0.045%
5/12/2023	HighTower Advisors LLC	10,665	$0.33M	0.0%	+17.2%	0.055%
5/11/2023	Commonwealth Equity Services LLC	15,495	$0.47M	0.0%	-18.9%	0.081%
5/10/2023	Oppenheimer & Co. Inc.	8,947	$0.27M	0.0%	+10.2%	0.047%
5/10/2023	North Star Asset Management Inc.	93,820	$2.87M	0.2%	-2.8%	0.488%
5/10/2023	LPL Financial LLC	52,126	$1.59M	0.0%	+5.4%	0.271%
5/9/2023	Spire Wealth Management	850	$26K	0.0%	N/A	0.004%
5/9/2023	Formidable Asset Management LLC	6,610	$0.20M	0.0%	N/A	0.034%
5/9/2023	Wedbush Securities Inc.	9,788	$0.30M	0.0%	+4.4%	0.051%
5/3/2023	J.W. Cole Advisors Inc.	7,964	$0.24M	0.0%	-11.0%	0.041%
5/2/2023	Lincoln National Corp	37,022	$1.13M	0.0%	+18.3%	0.192%
5/1/2023	Csenge Advisory Group	7,812	$0.24M	0.0%	-71.0%	0.041%
4/28/2023	Signaturefd LLC	1,000	$31K	0.0%	N/A	0.005%
4/28/2023	Janney Montgomery Scott LLC	241,717	$7.38M	0.0%	+9.3%	1.256%
4/25/2023	D.A. Davidson & CO.	14,117	$0.43M	0.0%	+33.7%	0.073%
4/14/2023	Raymond James Financial Services Advisors Inc.	429,635	$13.12M	0.0%	+7.3%	2.233%
4/14/2023	Raymond James & Associates	187,549	$5.73M	0.0%	+23.7%	0.975%
4/11/2023	Dfpg Investments LLC	17,945	$0.55M	0.1%	-13.1%	0.093%
3/15/2023	B. Riley Wealth Advisors Inc.	16,629	$0.56M	0.0%	-6.6%	0.086%
3/6/2023	North Star Asset Management Inc.	96,495	$3.21M	0.2%	-1.0%	0.502%
2/21/2023	Northwestern Mutual Wealth Management Co.	1,195	$40K	0.0%	+85.3%	0.006%
2/21/2023	B. Riley Wealth Advisors Inc.	16,629	$0.56M	0.0%	-6.6%	0.086%
2/15/2023	Steward Partners Investment Advisory LLC	87,429	$2.91M	0.0%	+9.4%	0.454%
2/15/2023	Morgan Stanley	1,606,645	$53.52M	0.0%	-6.6%	8.351%
2/13/2023	Wells Fargo & Company MN	369,231	$12.30M	0.0%	+6.5%	1.919%
2/13/2023	Wintrust Investments LLC	7,254	$0.24M	0.0%	-13.7%	0.038%
2/10/2023	Bank of America Corp DE	181,419	$6.04M	0.0%	-0.9%	0.943%
2/10/2023	Advisor Group Holdings Inc.	12,862	$0.43M	0.0%	+66.7%	0.067%
2/10/2023	Moors & Cabot Inc.	5,004	$0.23M	0.0%	-24.2%	0.026%
2/9/2023	Elequin Securities LLC	6,977	$0.23M	0.1%	N/A	0.036%
2/9/2023	HighTower Advisors LLC	9,097	$0.30M	0.0%	-4.5%	0.047%
2/8/2023	Raymond James Financial Services Advisors Inc.	400,373	$13.34M	0.0%	+5.2%	2.081%
2/8/2023	L.M. Kohn & Company	8,989	$0.30M	0.1%	+8.5%	0.047%
2/8/2023	Raymond James & Associates	151,664	$5.05M	0.0%	+12.0%	0.788%
2/8/2023	Lincoln National Corp	31,296	$1.04M	0.0%	+5.6%	0.163%
2/7/2023	Commonwealth Equity Services LLC	19,107	$0.64M	0.0%	+21.5%	0.099%
2/7/2023	Moors & Cabot Inc.	5,004	$0.23M	0.0%	-24.2%	0.026%
2/3/2023	D.A. Davidson & CO.	10,555	$0.35M	0.0%	-3.1%	0.055%
2/2/2023	Dfpg Investments LLC	20,645	$0.75M	0.1%	N/A	0.107%
2/1/2023	Redwood Wealth Management Group LLC	7,329	$0.24M	0.3%	N/A	0.038%
2/1/2023	Wolverine Asset Management LLC	33,184	$1.11M	0.0%	+14.5%	0.172%
2/1/2023	Janney Montgomery Scott LLC	221,119	$7.37M	0.0%	-12.9%	1.149%
1/25/2023	Stephens Inc. AR	10,775	$0.36M	0.0%	-78.1%	0.056%
1/20/2023	V Wealth Advisors LLC	7,202	$0.24M	0.0%	N/A	0.037%
1/18/2023	Private Advisor Group LLC	11,373	$0.38M	0.0%	+3.6%	0.059%
11/22/2022	B. Riley Wealth Advisors Inc.	17,808	$0.56M	0.0%	+5.5%	0.093%
11/15/2022	Commonwealth Equity Services LLC	15,720	$0.50M	0.0%	-33.3%	0.083%
11/14/2022	Royal Bank of Canada	161,643	$5.10M	0.0%	+9.6%	0.851%
11/10/2022	Wolverine Asset Management LLC	28,980	$0.91M	0.0%	N/A	0.153%
11/10/2022	UBS Group AG	22,054	$0.70M	0.0%	-20.0%	0.116%
11/8/2022	North Star Asset Management Inc.	97,438	$3.08M	0.2%	-1.5%	0.513%
11/4/2022	Lincoln National Corp	29,630	$0.94M	0.0%	+14.2%	0.156%
11/3/2022	Avidian Wealth Solutions LLC	7,664	$0.24M	0.0%	-12.8%	0.040%
11/2/2022	Rockefeller Capital Management L.P.	3,392	$0.11M	0.0%	+2,288.7%	0.018%
11/2/2022	Stephens Inc. AR	49,142	$1.55M	0.0%	+390.2%	0.259%
10/31/2022	J.W. Cole Advisors Inc.	8,865	$0.28M	0.0%	-4.7%	0.047%
10/25/2022	Janney Montgomery Scott LLC	253,976	$8.02M	0.0%	-0.8%	1.338%
10/25/2022	Raymond James & Associates	135,417	$4.27M	0.0%	-3.5%	0.713%
10/25/2022	Raymond James Financial Services Advisors Inc.	380,567	$12.01M	0.0%	-4.2%	2.004%
10/20/2022	Koshinski Asset Management Inc.	1,000	$1.31M	0.1%	N/A	0.005%
10/18/2022	Koshinski Asset Management Inc.	1,000	$1.31M	0.2%	N/A	0.005%
10/18/2022	Allworth Financial LP	3,512	$0.11M	0.0%	-11.5%	0.018%
10/14/2022	Private Advisor Group LLC	10,979	$0.35M	0.0%	+15.8%	0.058%
10/4/2022	Csenge Advisory Group	28,050	$0.89M	0.1%	+2.3%	0.148%
8/23/2022	Captrust Financial Advisors	2,511	$93K	0.0%	N/A	0.013%
8/16/2022	First Republic Investment Management Inc.	7,512	$0.28M	0.0%	-27.2%	0.040%
8/16/2022	Captrust Financial Advisors	2,511	$93K	0.0%	N/A	0.013%
8/15/2022	Atria Wealth Solutions Inc.	14,078	$0.52M	0.0%	-9.6%	0.074%
8/15/2022	Heritage Wealth Management LLC	1,500	$56K	0.0%	N/A	0.008%
8/13/2022	Wells Fargo & Company MN	343,476	$12.75M	0.0%	-4.1%	1.809%
8/12/2022	LPL Financial LLC	46,963	$1.74M	0.0%	-44.8%	0.247%
8/11/2022	UBS Group AG	27,580	$1.02M	0.0%	-8.7%	0.145%
8/8/2022	Moors & Cabot Inc.	6,604	$0.25M	0.0%	+10.0%	0.035%
8/4/2022	Steward Partners Investment Advisory LLC	70,998	$2.64M	0.0%	+14.6%	0.374%
8/3/2022	Janney Montgomery Scott LLC	255,988	$9M	0.0%	-0.3%	1.348%
8/2/2022	Lincoln National Corp	25,952	$0.96M	0.0%	+40.6%	0.137%
7/29/2022	Avidian Wealth Solutions LLC	8,784	$0.33M	0.0%	-10.1%	0.046%
7/28/2022	North Star Asset Management Inc.	98,888	$3.67M	0.2%	-2.5%	0.521%
7/27/2022	J.W. Cole Advisors Inc.	9,302	$0.35M	0.0%	-4.5%	0.049%
7/27/2022	Csenge Advisory Group	27,416	$1.02M	0.1%	+5.0%	0.144%
7/26/2022	Venture Visionary Partners LLC	850	$32K	0.0%	N/A	0.004%
7/22/2022	Geneos Wealth Management Inc.	1,595	$59K	0.0%	+23.2%	0.008%
7/21/2022	Wedbush Securities Inc.	9,518	$0.35M	0.0%	+2.9%	0.050%
7/13/2022	Private Advisor Group LLC	9,479	$0.35M	0.0%	+10.1%	0.050%
7/13/2022	Allworth Financial LP	3,968	$0.15M	0.0%	+17.7%	0.021%
6/7/2022	Bank of America Corp DE	190,809	$7.67M	0.0%	+1.8%	1.005%
5/25/2022	L.M. Kohn & Company	8,305	$0.33M	0.1%	N/A	0.044%
5/17/2022	Royal Bank of Canada	156,427	$6.29M	0.0%	+5.9%	0.824%
5/17/2022	Geneos Wealth Management Inc.	1,295	$52K	0.0%	+93.3%	0.007%

Data available starting January 2016

John Hancock Financial Opportunities Fund is a closed-end diversified management investment fund. Its objective is to provide a high level of total return consisting of long-term capital appreciation and current income. The company was founded on August 23, 1994 and is headquartered in Boston, MA.

Today's Range

Now: $28.17

$27.22

$28.60

50 Day Range

MA: $27.23

$22.99

$31.66

52 Week Range

Now: $28.17

$22.95

$40.50

Volume

116,752 shs

Average Volume

77,339 shs

Market Capitalization

$541.99 million

P/E Ratio

N/A

Dividend Yield

9.65%

Beta

1.49

Who are the company insiders with the largest holdings of John Hancock Financial Opportunities Fund?: John Hancock Financial Opportunities Fund's top insider investors include:
Steven R Pruchansky (Insider)
Learn More about top insider investors at John Hancock Financial Opportunities Fund.
Who are the major institutional investors of John Hancock Financial Opportunities Fund?: John Hancock Financial Opportunities Fund's top institutional shareholders include:
Raymond James Financial Services Advisors Inc. — 2.23%
Janney Montgomery Scott LLC — 1.26%
Raymond James & Associates — 0.97%
Bank of America Corp DE — 0.88%
North Star Asset Management Inc. — 0.49%
Stifel Financial Corp — 0.47%
Learn More about top institutional investors of John Hancock Financial Opportunities Fund stock.
Which major investors are selling John Hancock Financial Opportunities Fund stock?: Within the previous quarter, BTO stock was sold by these institutional investors:
Csenge Advisory Group
Steward Partners Investment Advisory LLC
Bank of America Corp DE
Commonwealth Equity Services LLC
Dfpg Investments LLC
North Star Asset Management Inc.
J.W. Cole Advisors Inc.
Ameriprise Financial Inc.
Which major investors are buying John Hancock Financial Opportunities Fund stock?: In the previous quarter, BTO stock was bought by institutional investors including:
Stephens Inc. AR
Raymond James & Associates
Raymond James Financial Services Advisors Inc.
JPMorgan Chase & Co.
Janney Montgomery Scott LLC
Advisory Services Network LLC
Aurora Investment Counsel
Stifel Financial Corp

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BTO Insider Trading

John Hancock Financial Opportunities Fund Insider Trading History Chart

John Hancock Financial Opportunities Fund Share Price & Price History

John Hancock Financial Opportunities Fund Insider Trading History

SEC Filings (Institutional Ownership Changes) for John Hancock Financial Opportunities Fund (NYSE:BTO)