Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / SH BEN INT NEW
-
Number of holders
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76
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Total 13F shares, excl. options
-
4.2M
-
Shares change
-
+203K
-
Total reported value, excl. options
-
$139M
-
Value change
-
+$6.97M
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Number of buys
-
34
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Number of sells
-
-22
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Price
-
$33.16
Significant Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - SH BEN INT NEW (BTO) as of Q3 2024
78 filings reported holding BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - SH BEN INT NEW as of Q3 2024.
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - SH BEN INT NEW (BTO) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.2M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.28M shares), WELLS FARGO & COMPANY/MN (596K shares), Raymond James Financial Services Advisors, Inc. (401K shares), Royal Bank of Canada (228K shares), Cornerstone Advisors, LLC (227K shares), Janney Montgomery Scott LLC (207K shares), RAYMOND JAMES & ASSOCIATES (116K shares), LPL Financial LLC (111K shares), FCA CORP /TX (94K shares), and Aurora Investment Counsel (83.7K shares).
This table shows the top 76 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.