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John Hancock Financial OPP (BTO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alessandra Capital Management, LLC
INCREASED
Shares61,586 from 61,315
Change+271 (+0%)
Value$2.2M (-$207.3K)
Filed 2026-10-30
Wolverine Asset Management LLC
NEW
Shares60,329
Change+60,329
Value$2.2M
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares50,800 from 51,248
Change-448 (-1%)
Value$1.8M (-$197.0K)
Filed 2026-11-02
City of London Investment Management Co LTD
INCREASED
Shares43,702 from 41,092
Change+2,610 (+6%)
Value$1.6M (-$51.8K)
Filed 2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED
Shares37,611 from 37,494
Change+117 (+0%)
Value$1.3M (-$128.5K)
Filed 2026-10-28
Advisory Advocates, LLC
INCREASED
Shares31,175 from 30,800
Change+375 (+1%)
Value$1.1M (-$95.6K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares29,566 from 28,082
Change+1,484 (+5%)
Value$1.1M (-$46.2K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares18,232 from 15,554
Change+2,678 (+17%)
Value$654.2K (+$41.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares14,307 from 14,544
Change-237 (-2%)
Value$513.3K (-$60.0K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares11,889 from 11,774
Change+115 (+1%)
Value$426.6K (-$37.6K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares10,428 from 10,250
Change+178 (+2%)
Value$374.2K (-$29.9K)
Filed 2026-10-14
Shaker Financial Services, LLC
DECREASED
Shares10,012 from 22,755
Change-12,743 (-56%)
Value$359.2K (-$537.8K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
UNCHANGED
Shares9,579 from 9,579
Change0 (0%)
Value$343.7K (-$33.9K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares9,050 from 9,035
Change+15 (+0%)
Value$324.7K (-$31.4K)
Filed 2026-10-28
Abel Hall, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$287.0K (-$28.3K)
Filed 2026-10-19
Samalin Investment Counsel, LLC
DECREASED
Shares6,882 from 14,970
Change-8,088 (-54%)
Value$246.9K (-$343.2K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares6,663 from 6,641
Change+22 (+0%)
Value$239.1K (-$22.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares6,591
Change+6,591
Value$240.4K
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares4,404 from 5,204
Change-800 (-15%)
Value$158.0K (-$47.1K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,920 from 2,145
Change-225 (-10%)
Value$68.9K (-$15.7K)
Filed 2026-10-08
Thompson Investment Management, Inc.
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$58.0K (-$5.7K)
Filed 2026-10-14
Eastern Bank
INCREASED
Shares1,284 from 750
Change+534 (+71%)
Value$46.1K (+$16.5K)
Filed 2026-10-05
Creative Financial Designs Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$21.5K (-$2.1K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares550 from 50
Change+500 (+1000%)
Value$19.7K (+$17.8K)
Filed 2026-10-08
Toth Financial Advisory Corp
INCREASED
Shares521 from 505
Change+16 (+3%)
Value$18.7K (-$1.2K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares454
Change+454
Value$16.3K
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.4K (-$1.4K)
Filed 2026-11-04
Sfam, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.8K (-$1.1K)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$9.9K (-$980)
Filed 2026-10-30
Navigoe, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7 ($0)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$6.3K (-$617)
Filed 2026-11-05
MB, Levis & Associates, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$5.7K (-$559)
Filed 2026-10-16
Monetary Solutions, Ltd
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.6K (-$354)
Filed 2026-10-22
Mather Group, Llc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$144 (-$14)
Filed 2026-10-14
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 20,719
Change-20,719 (-100%)
Value$0 (-$816.7K)
Filed 2026-11-03
Indivisible Partners
CLOSED
Shares0 from 7,180
Change-7,180 (-100%)
Value$0 (-$283.0K)
Filed 2026-10-26
Private Trust Co NA
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$78.8K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$64.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 1,258,587
Change-1,258,587 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 646,729
Change-646,729 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 411,393
Change-411,393 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 270,289
Change-270,289 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 177,451
Change-177,451 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 172,704
Change-172,704 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 130,039
Change-130,039 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 112,374
Change-112,374 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 99,302
Change-99,302 (-100%)
Value—
FCA Corp
N/A
Shares— from 95,444
Change-95,444 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 67,641
Change-67,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 56,961
Change-56,961 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,684
Change-46,684 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,824
Change-43,824 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 35,323
Change-35,323 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 31,366
Change-31,366 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 26,708
Change-26,708 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 25,390
Change-25,390 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,785
Change-23,785 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 15,410
Change-15,410 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,218
Change-14,218 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 10,515
Change-10,515 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,941
Change-9,941 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,503
Change-8,503 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,429
Change-8,429 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,149
Change-8,149 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
&partners
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 830
Change-830 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 80
Change-80 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Alessandra Capital Management, LLC
INCREASED61,58661,315+271+0%$2.4M$2.2M-$207.3K2026-10-30
Wolverine Asset Management LLC
NEW60,329—+60,329——$2.2M—2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED50,80051,248-448-1%$2.0M$1.8M-$197.0K2026-11-02
City of London Investment Management Co LTD
INCREASED43,70241,092+2,610+6%$1.6M$1.6M-$51.8K2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED37,61137,494+117+0%$1.5M$1.3M-$128.5K2026-10-28
Advisory Advocates, LLC
INCREASED31,17530,800+375+1%$1.2M$1.1M-$95.6K2026-11-05
Oppenheimer & Co Inc
INCREASED29,56628,082+1,484+5%$1.1M$1.1M-$46.2K2026-10-26
Kestra Advisory Services, LLC
INCREASED18,23215,554+2,678+17%$613.1K$654.2K+$41.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED14,30714,544-237-2%$573.3K$513.3K-$60.0K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED11,88911,774+115+1%$464.1K$426.6K-$37.6K2026-11-05
Triumph Capital Management
INCREASED10,42810,250+178+2%$404.1K$374.2K-$29.9K2026-10-14
Shaker Financial Services, LLC
DECREASED10,01222,755-12,743-56%$897.0K$359.2K-$537.8K2026-10-14
Almanack Investment Partners, Llc.
UNCHANGED9,5799,57900%$377.6K$343.7K-$33.9K2026-11-03
D.A. Davidson & Co.
INCREASED9,0509,035+15+0%$356.2K$324.7K-$31.4K2026-10-28
Abel Hall, LLC
UNCHANGED8,0008,00000%$315.4K$287.0K-$28.3K2026-10-19
Samalin Investment Counsel, LLC
DECREASED6,88214,970-8,088-54%$590.1K$246.9K-$343.2K2026-10-23
Creative Planning
INCREASED6,6636,641+22+0%$261.8K$239.1K-$22.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW6,591—+6,591——$240.4K—2026-10-13
Fifth Third Bancorp
DECREASED4,4045,204-800-15%$205.1K$158.0K-$47.1K2026-11-05
Farther Finance Advisors, LLC
DECREASED1,9202,145-225-10%$84.6K$68.9K-$15.7K2026-10-08
Thompson Investment Management, Inc.
UNCHANGED1,6161,61600%$63.7K$58.0K-$5.7K2026-10-14
Eastern Bank
INCREASED1,284750+534+71%$29.6K$46.1K+$16.5K2026-10-05
Creative Financial Designs Inc
UNCHANGED60060000%$23.7K$21.5K-$2.1K2026-11-04
CoreCap Advisors, LLC
INCREASED55050+500+1000%$2.0K$19.7K+$17.8K2026-10-08
Toth Financial Advisory Corp
INCREASED521505+16+3%$19.9K$18.7K-$1.2K2026-10-08
EverSource Wealth Advisors, LLC
NEW454—+454——$16.3K—2026-11-04
Plante Moran Financial Advisors, LLC
UNCHANGED40040000%$15.8K$14.4K-$1.4K2026-11-04
Sfam, LLC
UNCHANGED30030000%$11.8K$10.8K-$1.1K2026-11-03
Spire Wealth Management
UNCHANGED27727700%$10.9K$9.9K-$9802026-10-30
Navigoe, LLC
UNCHANGED20020000%$7$7$02026-11-04
Larson Financial Group LLC
UNCHANGED17417400%$6.9K$6.3K-$6172026-11-05
MB, Levis & Associates, LLC
UNCHANGED15815800%$6.2K$5.7K-$5592026-10-16
Monetary Solutions, Ltd
UNCHANGED10010000%$3.9K$3.6K-$3542026-10-22
Mather Group, Llc.
UNCHANGED4400%$158$144-$142026-10-14
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
Tennessee Valley Asset Management Partners
CLOSED020,719-20,719-100%$816.7K$0-$816.7K2026-11-03
Indivisible Partners
CLOSED07,180-7,180-100%$283.0K$0-$283.0K2026-10-26
Private Trust Co NA
CLOSED02,000-2,000-100%$78.8K$0-$78.8K2026-10-20
International Assets Investment Management, LLC
CLOSED01,625-1,625-100%$64.7K$0-$64.7K2026-11-02
AdvisorNet Financial, Inc
CLOSED0200-200-100%$7.9K$0-$7.9K2026-10-15
Morgan Stanley
N/A—1,258,587-1,258,587-100%$49.6M———
Wells Fargo & Company
N/A—646,729-646,729-100%$25.5M———
Z3 Capital Partners, LLC
N/A—411,393-411,393-100%$16.2M———
Royal Bank of Canada
N/A—270,289-270,289-100%$10.7M———
Janney Montgomery Scott LLC
N/A—177,451-177,451-100%$7.0M———
Raymond James Financial Inc
N/A—172,704-172,704-100%$6.8M———
LPL Financial LLC
N/A—130,039-130,039-100%$5.1M———
1607 Capital Partners, LLC
N/A—112,374-112,374-100%$4.4M———
Stifel Financial Corp
N/A—99,302-99,302-100%$3.9M———
FCA Corp
N/A—95,444-95,444-100%$3.8M———
North Star Asset Management Inc
N/A—67,641-67,641-100%$2.7M———
Steward Partners Investment Advisory, LLC
N/A—56,961-56,961-100%$2.2M———
Bank of America Corp
N/A—46,684-46,684-100%$1.8M———
UBS Group AG
N/A—43,824-43,824-100%$1.7M———
Ameriprise Financial Inc
N/A—35,323-35,323-100%$1.4M———
Chancellor Financial Group WB LP
N/A—31,366-31,366-100%$1.2M———
Private Advisor Group, LLC
N/A—26,708-26,708-100%$1.1M———
HighTower Advisors, LLC
N/A—25,390-25,390-100%$1.0M———
World Investment Advisors
N/A—23,785-23,785-100%$854.0K———
Osaic Holdings, Inc.
N/A—19,452-19,452-100%$767.1K———
Envestnet Asset Management Inc
N/A—15,410-15,410-100%$607.5K———
Mariner, LLC
N/A—14,218-14,218-100%$560.5K———
Benjamin Edwards Inc
N/A—13,723-13,723-100%$540.9K———
Institute for Wealth Management, Llc.
N/A—10,784-10,784-100%$425.1K———
Peapack Gladstone Financial Corp
N/A—10,515-10,515-100%$415.0K———
Focus Partners Wealth
N/A—9,941-9,941-100%$391.9K———
Karpus Management, Inc.
N/A—9,698-9,698-100%$382.3K———
Citadel Advisors LLC
N/A—8,503-8,503-100%$335.2K———
Cetera Investment Advisers
N/A—8,429-8,429-100%$332.3K———
Stephens Inc
N/A—8,149-8,149-100%$321.2K———
XTX Topco Ltd
N/A—7,898-7,898-100%$311.3K———
&partners
N/A—5,161-5,161-100%$203.4K———
Allworth Financial LP
N/A—4,503-4,503-100%$177.5K———
Centaurus Financial, Inc.
N/A—2,969-2,969-100%$117.0K———
Vanguard National Trust Co
N/A—2,915-2,915-100%$114.9K———
NewEdge Advisors, LLC
N/A—1,576-1,576-100%$62.1K———
Fiduciary Financial Advisors
N/A—1,160-1,160-100%$45.7K———
Atlantic Union Bankshares Corp
N/A—1,000-1,000-100%$39.4K———
JPMorgan Chase & Co
N/A—830-830-100%$32.5K———
PNC Financial Services Group, Inc.
N/A—357-357-100%$14.1K———
Bogart Wealth, LLC
N/A—231-231-100%$9.1K———
Mark Sheptoff Financial Planning, LLC
N/A—200-200-100%$7.9K———
Tidemark, LLC
N/A—125-125-100%$4.9K———
Harbour Investments, Inc.
N/A—125-125-100%$4.9K———
Wellington-Altus USA Inc.
N/A—100-100-100%$3.6K———
Northwestern Mutual Wealth Management Co
N/A—80-80-100%$3.2K———
Global Retirement Partners, LLC
N/A—52-52-100%$2.1K———
Huntington National Bank
N/A—1-1-100%$39———
Showing 88 of 88 institutions