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BTO

John Hancock Financial Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.9M +$3.4M +107,817 +8%
PP
2
Patten & Patten
Tennessee
$11.3M +$95.8K +3,035 +1%
Wells Fargo
3
Wells Fargo
California
$10.1M +$1.03M +32,587 +13%
Bank of America
4
Bank of America
North Carolina
$9.96M +$952K +30,165 +12%
NSAM
5
North Star Asset Management
Wisconsin
$6.39M -$379K -12,025 -6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.35M +$2.37M +75,204 +104%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.01M -$66.1K -2,095 -2%
FC
8
FCA Corp
Texas
$3.85M +$11.4K +360 +0.3%
RJA
9
Raymond James & Associates
Florida
$2.57M +$585K +18,542 +35%
UBS Group
10
UBS Group
Switzerland
$2.53M +$110K +3,481 +5%
OCM
11
Orleans Capital Management
Louisiana
$2.45M +$4.73K +150 +0.2%
LAM
12
Lebenthal Asset Management
New York
$2.42M -$747K -23,662 -26%
LPL Financial
13
LPL Financial
California
$1.41M -$94K -2,978 -7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.38M +$817K +25,890 +214%
PVWM
15
Point View Wealth Management
New Jersey
$1.22M -$26.9K -851 -2%
PG
16
Patten Group
Tennessee
$678K -$23.7K -750 -4%
CBOR
17
Community Bank of Raymore
Missouri
$613K -$31.6K -1,000 -6%
WEC
18
Winslow Evans & Crocker
Massachusetts
$606K +$78.9K +2,500 +18%
Invesco
19
Invesco
Georgia
$571K -$216K -6,842 -30%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$568K +$166K +5,247 +50%
NB
21
Nicolet Bankshares
Wisconsin
$547K -$46.7K -1,480 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$503K -$30.7K -972 -7%
SWP
23
Stratos Wealth Partners
Ohio
$487K +$424K +13,420 New
CWM
24
Concert Wealth Management
California
$417K
WS
25
Wedbush Securities
California
$379K +$82.8K +2,623 +33%