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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1966 - 2024-03-31 1,336,510 $39,534,000 -9,007
   WELLS FARGO & CO/MN 1209 - 2024-03-31 575,612 $17,027,000 -13,989
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 707 - 2024-03-31 410,138 $12,132,000 -10,645
   NORTH STAR ASSET MANAGEMENT INC 127 - 2024-03-31 76,999 $2,278,000 -1,105
   BANK OF AMERICA CORP /DE/ 3904 - 2024-03-31 42,101 $1,245,000 -1,574
   UBS Group AG 3486 - 2024-03-31 36,376 $1,076,000 -922
   LINCOLN NATIONAL CORP 557 - 2024-03-31 29,510 $873,000 -3,598
   PEAPACK GLADSTONE FINANCIAL CORP 481 - 2024-03-31 17,063 $505,000 -2,452
   All Season Financial Advisors Inc. 74 - 2024-03-31 14,413 $426,000 -4,994
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 374 - 2024-03-31 10,804 $320,000 -64
   AMERIPRISE FINANCIAL INC 3490 - 2024-03-31 10,515 $311,000 -609
   BBK Capital Partners LLC 276 - 2024-03-31 10,110 $299,000 -2,800
   Atria Wealth Solutions Inc. 1599 - 2024-03-31 9,292 $275,000 -1,080
   STEPHENS INC /AR/ 1060 - 2024-03-31 8,700 $257,000 -11,893
   THRIVENT FINANCIAL FOR LUTHERANS 2334 - 2024-03-31 8,694 $257,000 -2,043
   WEDBUSH MORGAN SECURITIES INC 996 - 2024-03-31 8,038 $238,000 -800
   WOLVERINE ASSET MANAGEMENT LLC 488 - 2024-03-31 7,829 $232,000 -33,166
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1616 - 2023-09-30 7,942 $209,000 -431
   ADVISORY SERVICES NETWORK, LLC 1317 - 2024-03-31 7,047 $208,000 -4,782
   Steward Partners Investment Advisory LLC 1477 - 2024-03-31 6,077 $180,000 -2,380
   COMERICA BANK 2416 - 2024-03-31 4,835 $143,000 -3,800
   PNC FINANCIAL SERVICES GROUP INC 2504 - 2024-03-31 4,017 $119,000 -3,700
   HANSON MCCLAIN, INC. 1018 - 2024-03-31 3,381 $100,000 -209
   CWM LLC 3065 - 2024-03-31 514 $15,000 -75
  24 Records found
  1    
  Page 1 of 1
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