HANCOCK JOHN FINL OPPTYS FD's ticker is BTO and the CUSIP is 409735206. A total of 67 filers reported holding HANCOCK JOHN FINL OPPTYS FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,042,670 | -4.8% | 39,705 | -2.7% | 0.02% | -4.5% |
Q2 2023 | $1,094,677 | -3.2% | 40,815 | +10.2% | 0.02% | -8.3% |
Q1 2023 | $1,130,659 | +8.5% | 37,022 | +18.3% | 0.02% | 0.0% |
Q4 2022 | $1,042,453 | +11.5% | 31,296 | +5.6% | 0.02% | +4.3% |
Q3 2022 | $935,000 | -3.0% | 29,630 | +14.2% | 0.02% | 0.0% |
Q2 2022 | $964,000 | +29.9% | 25,952 | +40.6% | 0.02% | +53.3% |
Q1 2022 | $742,000 | +121.5% | 18,462 | +116.9% | 0.02% | +50.0% |
Q4 2017 | $335,000 | – | 8,513 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ORLEANS CAPITAL MANAGEMENT CORP/LA | 62,067 | $2,296,000 | 1.58% |
FCA CORP /TX | 98,816 | $3,656,000 | 1.40% |
Arlington Financial Advisors, LLC | 49,611 | $1,766,000 | 1.06% |
PATTEN & PATTEN INC/TN | 287,089 | $10,622,000 | 1.05% |
Point View Wealth Management, Inc. | 28,631 | $1,059,000 | 0.47% |
NORTH STAR ASSET MANAGEMENT INC | 158,252 | $5,855,000 | 0.47% |
Formidable Asset Management, LLC | 16,590 | $611,000 | 0.24% |
Patten Group, Inc. | 14,380 | $532,000 | 0.20% |
Community Bank of Raymore | 16,750 | $620,000 | 0.20% |
Hudson Capital Management LLC | 7,014 | $260,000 | 0.20% |