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Get Institutions for : 
Hancock John Bank & Thrift Opportunity Fund (BTO)  
$27.90 0.03 (0.12%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    6
Total shares held : 
3,881,496  
% of shares held : 
20.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
267,332  
% of shares held change : 
  1.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$30.37  
Last Quarter's Ending Price : 
$29.58  
Last Quarter's Average Price
$29.21  
Change from last quarter's     
avg. price to the last closing  : 
1.31 (4.48%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 199,621
 5.14%
 
Increased Positions :
18
 137,323
 3.54%
 
Unchanged Positions :
24
 684,112
 17.62%
 
Decreased Positions :
19
-59,517
-1.53%
 
Closed Positions :
6
-10,095
-0.26%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   JANNEY MONTGOMERY SCOTT LLC 673 - 2024-03-31 210,614 $6,230,000 1,818
   ROYAL BANK OF CANADA 1912 - 2024-03-31 168,440 $4,983,000 14,305
   RAYMOND JAMES & ASSOCIATES 1798 - 2024-03-31 119,283 $3,528,000 3,137
   FCA CORP /TX 45 - 2024-03-31 91,928 $2,719,000 632
   LPL FINANCIAL CORP 2331 - 2024-03-31 82,924 $2,453,000 4,105
   STIFEL FINANCIAL CORP 1597 - 2024-03-31 79,593 $2,354,000 5,447
   AURORA INVESTMENT COUNSEL 7 - 2023-12-31 86,761 $2,208,000 5,159
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 224 - 2024-03-31 48,885 $1,446,000 15,354
   Gilliland Jeter Wealth Management LLC 63 - 2024-03-31 36,468 $1,079,000 151
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1719 - 2024-03-31 34,008 $1,006,000 3,252
   OPPENHEIMER & CO INC 835 - 2024-03-31 26,337 $779,000 831
   Samalin Investment Counsel LLC 90 - 2024-03-31 23,579 $697,000 1,504
   COMMONWEALTH EQUITY SERVICES LLC. 2714 - 2024-03-31 18,749 $555,000 4,079
   Advisor Group Holdings Inc. 2966 - 2024-03-31 15,891 $470,000 386
   NATIONAL ASSET MANAGEMENT, INC. 858 - 2024-03-31 16,645 $437,000 2,967
   MARINER WEALTH ADVISORS, LLC 2154 - 2024-03-31 14,360 $425,000 309
   DAVIDSON D A & CO 1045 - 2024-03-31 14,031 $415,000 15
   L.M. KOHN & COMPANY 179 - 2024-03-31 12,301 $364,000 890
   WAYNE HUMMER INVESTMENTS L.L.C. 351 - 2024-03-31 11,178 $331,000 4,371
   Private Advisor Group LLC 1792 - 2024-03-31 10,647 $315,000 984
   J.W. COLE ADVISORS INC. 747 - 2024-03-31 8,703 $257,000 1,295
   Goss Wealth Management LLC 2439 - 2024-03-31 1,076 $32,000 500
   Coastal Capital Group Inc. 320 - 2023-06-30 572 $15,000 11
   ALPHAMARK ADVISORS LLC 603 - 2024-03-31 160 $5,000 26

  24 Records found
  1    
  Page 1 of 1
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