Steward Partners Investment Advisory, LLC - HANCOCK JOHN FINL OPPTYS FD ownership

HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 68 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of HANCOCK JOHN FINL OPPTYS FD
ValueSharesWeighting
Q3 2023$244,419
-11.5%
9,308
-9.6%
0.00%0.0%
Q2 2023$276,182
-87.2%
10,298
-85.4%
0.00%
-88.6%
Q1 2023$2,157,468
-25.9%
70,644
-19.2%
0.04%
-30.0%
Q4 2022$2,912,260
+15.4%
87,429
+9.4%
0.05%
+6.4%
Q3 2022$2,523,000
-4.3%
79,944
+12.6%
0.05%
-2.1%
Q2 2022$2,636,000
+5.8%
70,998
+14.6%
0.05%
+23.1%
Q1 2022$2,491,000
-5.6%
61,954
+9.4%
0.04%
-2.5%
Q4 2021$2,639,000
+10.0%
56,635
+0.4%
0.04%
-2.4%
Q3 2021$2,400,000
+21.6%
56,437
+7.4%
0.04%
+24.2%
Q2 2021$1,973,000
-100.0%
52,558
-49.7%
0.03%
-5.7%
Q1 2021$4,017,596,000
+323117.7%
104,516
+155.2%
0.04%
+29.6%
Q4 2020$1,243,000
+62.1%
40,958
+14.4%
0.03%
+42.1%
Q3 2020$767,000
-5.3%
35,798
+1.4%
0.02%
-17.4%
Q2 2020$810,000
+19.1%
35,298
-4.9%
0.02%
-8.0%
Q1 2020$680,000
-50.2%
37,123
-1.3%
0.02%
-37.5%
Q4 2019$1,365,000
+73.4%
37,622
+53.8%
0.04%
+48.1%
Q3 2019$787,000
+100.3%
24,464
+100.0%
0.03%
+92.9%
Q2 2019$393,000
+424.0%
12,229
+506.6%
0.01%
+250.0%
Q3 2018$75,000
+25.0%
2,016
+24.1%
0.00%0.0%
Q2 2018$60,000
-3.2%
1,6250.0%0.00%0.0%
Q1 2018$62,000
-1.6%
1,6250.0%0.00%
-20.0%
Q4 2017$63,000
-39.4%
1,625
-42.3%
0.01%
-54.5%
Q3 2017$104,000
+3.0%
2,8150.0%0.01%0.0%
Q2 2017$101,000
+621.4%
2,815
+547.1%
0.01%
+450.0%
Q1 2017$14,0004350.00%
Other shareholders
HANCOCK JOHN FINL OPPTYS FD shareholders Q1 2023
NameSharesValueWeighting ↓
ORLEANS CAPITAL MANAGEMENT CORP/LA 62,067$2,296,0001.58%
FCA CORP /TX 98,816$3,656,0001.40%
Arlington Financial Advisors, LLC 49,611$1,766,0001.06%
PATTEN & PATTEN INC/TN 287,089$10,622,0001.05%
Point View Wealth Management, Inc. 28,631$1,059,0000.47%
NORTH STAR ASSET MANAGEMENT INC 158,252$5,855,0000.47%
Formidable Asset Management, LLC 16,590$611,0000.24%
Patten Group, Inc. 14,380$532,0000.20%
Community Bank of Raymore 16,750$620,0000.20%
Hudson Capital Management LLC 7,014$260,0000.20%
View complete list of HANCOCK JOHN FINL OPPTYS FD shareholders