John Hancock Financial Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.19 M | $42.67 M | 0.01% | 6.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 653.44 K | $23.44 M | -2.06% | 3.30% |
| 05/07/2026 | 408.96 K | $14.67 M | 1.33% | 2.06% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 267.80 K | $9.61 M | 3.26% | 1.35% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 193.14 K | $6.93 M | -1.77% | 0.97% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 178.39 K | $6.40 M | 1.18% | 0.90% |
| LPL FINANCIAL LLC | 05/06/2026 | 127.88 K | $4.59 M | -1.47% | 0.65% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 102.12 K | $3.66 M | 17.74% | 0.52% |
| FCA CORP /TX | 05/14/2026 | 88.98 K | $3.19 M | 2.37% | 0.45% |
| NORTH STAR ASSET MANAGEMENT INC | 05/06/2026 | 67.82 K | $2.43 M | -0.39% | 0.34% |
| 04/30/2026 | 61.52 K | $2.21 M | 3.78% | 0.31% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 54.34 K | $1.95 M | 10.43% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 48.21 K | $1.73 M | 9.11% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 45.15 K | $1.62 M | 2.99% | 0.23% |
| UBS GROUP AG | 05/05/2026 | 44.54 K | $1.60 M | -6.56% | 0.22% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 04/24/2026 | 37.39 K | $1.34 M | 3.08% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 34.01 K | $1.22 M | 38.59% | 0.17% |
| CHANCELLOR FINANCIAL GROUP WB LP | 05/14/2026 | 31.20 K | $1.12 M | 0.67% | 0.16% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 30.33 K | $1.09 M | 302.30% | 0.15% |
| 05/05/2026 | 29.05 K | $1.04 M | 7.59% | 0.15% | |
| OPPENHEIMER & CO INC | 04/24/2026 | 27.89 K | $1.00 M | -1.78% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 25.20 K | $903.83 K | -3.71% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 23.96 K | $859.47 K | 3.44% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 23.86 K | $855.66 K | -13.54% | 0.12% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 21.08 K | $756.06 K | -18.82% | 0.11% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 04/27/2026 | 20.71 K | $742.76 K | 0.06% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 15.11 K | $541.85 K | 9.45% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 15.09 K | $541.27 K | 4.42% | 0.08% |
| MARINER, LLC | 05/13/2026 | 14.03 K | $503.25 K | -49.47% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 13.60 K | $487.94 K | -82.14% | 0.07% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 13.39 K | $480.32 K | 0.00% | 0.07% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 10.91 K | $391.00 K | -21.22% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 10.81 K | $387.59 K | -34.36% | 0.05% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 05/14/2026 | 10.78 K | $386.82 K | 0.00% | 0.05% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 10.30 K | $369.53 K | -46.82% | 0.05% |
| XTX TOPCO LTD | 05/15/2026 | 9.68 K | $347.15 K | 24.62% | 0.05% |
| STEPHENS INC /AR/ | 04/28/2026 | 9.55 K | $342.52 K | -32.30% | 0.05% |
| COLONY GROUP, LLC | 05/15/2026 | 9.47 K | $339.68 K | -5.32% | 0.05% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 04/24/2026 | 9.23 K | $331.04 K | 4.53% | 0.05% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 9.02 K | $323.61 K | 0.17% | 0.05% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 8.42 K | $301.86 K | 18.52% | 0.04% |
| 04/30/2026 | 8.11 K | $290.96 K | 100.00% | 0.04% | |
| ABEL HALL, LLC | 04/28/2026 | 8.00 K | $286.96 K | 0.00% | 0.04% |
| CREATIVE PLANNING | 05/12/2026 | 6.62 K | $237.49 K | 0.33% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 6.23 K | $223.61 K | 100.00% | 0.03% |
| FIFTH THIRD BANCORP | 05/01/2026 | 5.74 K | $205.86 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 4.50 K | $161.44 K | 0.07% | 0.02% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 2.92 K | $105.00 K | 1.85% | 0.01% |
| VANGUARD NATIONAL TRUST CO | 05/08/2026 | 2.92 K | $104.56 K | 100.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 2.15 K | $76.30 K | 75.10% | 0.01% |
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John Hancock Financial Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.19 M
WELLS FARGO & COMPANY/MN: 653,442
ROYAL BANK OF CANADA: 267,804
Janney Montgomery Scott LLC: 193,135
RAYMOND JAMES FINANCIAL INC: 178,390
LPL Financial LLC: 127,880
20.54% of John Hancock Financial Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.44 M shares in the last 24 months. This purchase volume represents approximately $153.40 M in transactions.