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Disclosery

BTO HANCOCK JOHN FINL OPPTYS

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COM (fund), issuer CIK 925683

75 managers (75 13F filers) reported a position in BTO shares at 2024-12-31, 4,238,028 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
75
13F filers
75
New
8
Added
21
Reduced
20
Sold out
9
Shares held by filers
4,238,028

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,290,247$46M<0.01%+12,80113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN577,425$20.6M<0.01%-19,01613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC525,205$18.7M0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,863$9.13M<0.01%+27,90313F-HRTimelineGroup
Cornerstone Advisors, LLC236,370$8.44M0.34%+9,63313F-HRTimeline
Janney Montgomery Scott LLC201,154$7.18M0.02%-5,63113F-HRTimeline
LPL Financial LLC185,773$6.63M<0.01%+74,40313F-HRTimeline
FCA CORP /TX94,630$3.38M1.05%+63813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC73,798$2.63M0.12%-70013F-HRTimeline
Aurora Investment Counsel73,601$2.63M1.44%-10,06313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,662$2.56M<0.01%+15,74413F-HRTimelineGroup
UBS Group AGin group UBS Group AG41,950$1.5M<0.01%+43013F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,083$1.36M<0.01%-81613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,365$1.3M<0.01%-1,36013F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC34,276$1.22M0.41%-29413F-HRTimeline
World Investment Advisors34,019$1.21M0.03%-1,92413F-HRTimeline
Chancellor Financial Group WB LP33,629$1.2M0.97%13F-HRTimeline
Steward Partners Investment Advisory, L…27,824$993K0.01%+17,42913F-HRTimeline
Shaker Financial Services, LLC26,308$939K0.36%-33,34613F-HRTimeline
Samalin Investment Counsel, LLC24,498$874K0.38%-36413F-HRTimeline
Triumph Capital Management23,065$823K0.28%+2,74313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,856$816K0.01%-1,13413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,052$787K<0.01%+10,86013F-HRTimelineGroup
Tennessee Valley Asset Management Partn…20,645$737K0.12%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC19,829$708K<0.01%+1,61413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.19,628$701K<0.01%+29213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,486$660K<0.01%+42513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP16,950$605K0.01%-11313F-HRTimeline
HighTower Advisors, LLC16,636$594K<0.01%+1,19813F-HRTimeline
Private Advisor Group, LLC15,445$551K<0.01%+1,46713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,989$464K0.01%-31,76813F-HRTimelineGroup
L.M. KOHN & COMPANY12,307$439K0.11%-38413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,685$417K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.11,274$402K<0.01%+16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,108$397K<0.01%-8,19813F-HR/ATimelineGroup
Institute for Wealth Management, LLC.10,784$385K0.05%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,144$326K0.01%-1,32013F-HRTimeline
J.W. COLE ADVISORS, INC.9,044$323K0.01%+10713F-HRTimeline
Redwood Wealth Management Group, LLC8,829$315K0.15%013F-HRTimeline
Abel Hall, LLC8,000$286K0.18%013F-HRTimeline
Creative Planningin group Creative Planning7,630$272K<0.01%-23013F-HRTimelineGroup
WEDBUSH SECURITIES INC6,781$242K0.01%-1,90713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,618$236K<0.01%+28313F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth5,942$212K<0.01%new13F-HR/ATimelineGroup
COMERICA BANK5,033$180K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,017$143K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,388$126K<0.01%+213F-HRTimeline
Mendota Financial Group, LLC2,774$99K0.06%-1,05213F-HRTimeline
MAI Capital Management1,740$62.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,500$53.5K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,241$43.3K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,076$38.4K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP745$26.6K<0.01%+7513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.649$23.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV600$21.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc600$21.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC514$18K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.500$18K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc500$17.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management429$15.3K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP416$14.8K<0.01%new13F-HRTimelineGroup
EASTERN BANK250$8.92K<0.01%013F-HRTimeline
Bogart Wealth, LLC231$8.24K<0.01%013F-HRTimeline
Tidemark, LLC225$8.03K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.220$7.85K0.01%13F-HRTimeline
Navigoe, LLC200$7K0.01%13F-HRTimeline
Global Retirement Partners, LLC171$6.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.165$5.89K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…149$5.32K<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.125$4.46K<0.01%013F-HRTimeline
Investors Research Corp110$3.93K<0.01%013F-HRTimeline
CoreCap Advisors, LLC50$1.78K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$107<0.01%-7,34213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Farther Finance Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.