BTO

John Hancock Financial Opportunities Fund

NYSE

$37.56-0.19%

Close Nov 13, 2026

Price history and reported events

1Y price return +13.4%

Prices adjusted for splits; dividends excluded.

About the chart and event marks

Nov 13, 2025–Nov 13, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.

Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.

Dated events · 5

Link an account to see your stake, watchlist and past holdings.

What Midas sees

Reported evidence, not a forecast

Smart Money · Holder IQ

51.2 / 100

Below median holder quality (percentile 44.4 this quarter).

Full read

Insiders · reported activity

1 purchase

No scoring rule fired. Last 180 days of filings: 1 purchases, 0 sales.

Full read

Active filing flags

0 flags

No active flags are recorded; this is not an all-clear.

Full read

Reading stored signals…

Add to watchlist Create alert Open filings

Insider Activity

Track CEO, CFO, and director trades

Why it matters

Unlock details

Smart Money

Holder IQ: medium

Q2 2026, filed Sep 23, 2026

Why it matters

Unlock details

Red Flags

No red flags detected

Unlock details

1 month: +4.3%
3 months: -8.4%
1 year: +11.3%
52-week range: $32.16
$41.51

More market facts

Dividend, last 12 mo: $1.95 · 5.19% yield
Last ex-date: Sep 11, 2026 · $0.65
Short interest: 4.7K sharessettled Oct 30, 2026 · +39.5% since Oct 15, 2026 · FINRA

End-of-day close from stored market data, not a live quote.

Short-interest history

Reported short positions, stored float percentages and adjusted prices over the same period.

Shares short

Adjusted close · USD

Dates mark FINRA settlements.

Settlement records · 137 observations

Settlement Oct 30, 2026
4,676 shares short
+1,323 shares (+39.5%) vs Oct 15, 2026
Published Nov 10, 2026.
Settlement Oct 15, 2026
3,353 shares short
-4,404 shares (-56.8%) vs Sep 30, 2026
Published Oct 26, 2026.
Settlement Sep 30, 2026
7,757 shares short
+3,919 shares (+102.1%) vs Sep 15, 2026
Published Oct 9, 2026.
Settlement Sep 15, 2026
3,838 shares short
+2,891 shares (+305.3%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
947 shares short
-5,180 shares (-84.5%) vs Aug 14, 2026
Published Sep 10, 2026.
Settlement Aug 14, 2026
6,127 shares short
-5,836 shares (-48.8%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
11,963 shares short
+8,793 shares (+277.4%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
3,170 shares short
-10,558 shares (-76.9%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
13,728 shares short
+4,942 shares (+56.2%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
8,786 shares short
+5,562 shares (+172.5%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
3,224 shares short
-6,130 shares (-65.5%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
9,354 shares short
+9,301 shares (+17,549.1%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
53 shares short
-18,779 shares (-99.7%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
18,832 shares short
+2,446 shares (+14.9%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
16,386 shares short
+12,790 shares (+355.7%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
3,596 shares short
+2,195 shares (+156.7%) vs Feb 27, 2026
Published Mar 24, 2026.
Settlement Feb 27, 2026
1,401 shares short
-7,903 shares (-84.9%) vs Feb 13, 2026
Published Mar 10, 2026.
Settlement Feb 13, 2026
9,304 shares short
-14,313 shares (-60.6%) vs Jan 30, 2026
Published Feb 25, 2026.
Settlement Jan 30, 2026
23,617 shares short
+17,886 shares (+312.1%) vs Jan 15, 2026
Published Feb 10, 2026.
Settlement Jan 15, 2026
5,731 shares short
+1,855 shares (+47.9%) vs Dec 31, 2025
Published Jan 27, 2026.
Settlement Dec 31, 2025
3,876 shares short
-155 shares (-3.8%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
4,031 shares short
+2,834 shares (+236.8%) vs Nov 28, 2025
Published Dec 24, 2025.
Settlement Nov 28, 2025
1,197 shares short
+1,060 shares (+773.7%) vs Nov 14, 2025
Published Dec 9, 2025.
Settlement Nov 14, 2025
137 shares short
-11,215 shares (-98.8%) vs Oct 31, 2025
Published Nov 25, 2025.
Settlement Oct 31, 2025
11,352 shares short
-23,273 shares (-67.2%) vs Oct 15, 2025
Published Nov 11, 2025.
Settlement Oct 15, 2025
34,625 shares short
+24,673 shares (+247.9%) vs Sep 30, 2025
Published Oct 24, 2025.
Settlement Sep 30, 2025
9,952 shares short
-7,524 shares (-43.1%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
17,476 shares short
+9,827 shares (+128.5%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
7,649 shares short
-4,950 shares (-39.3%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
12,599 shares short
-18,224 shares (-59.1%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
30,823 shares short
+9,121 shares (+42%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
21,702 shares short
-17,671 shares (-44.9%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
39,373 shares short
-26,037 shares (-39.8%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
65,410 shares short
+5,894 shares (+9.9%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
59,516 shares short
+37,532 shares (+170.7%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
21,984 shares short
+1,026 shares (+4.9%) vs Apr 30, 2025
Published May 27, 2025.
Settlement Apr 30, 2025
20,958 shares short
-14,111 shares (-40.2%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
35,069 shares short
-16,000 shares (-31.3%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
51,069 shares short
+30,614 shares (+149.7%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
20,455 shares short
+13,541 shares (+195.8%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
6,914 shares short
-7,662 shares (-52.6%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
14,576 shares short
-17,910 shares (-55.1%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
32,486 shares short
-2,565 shares (-7.3%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
35,051 shares short
+23,820 shares (+212.1%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
11,231 shares short
-9,307 shares (-45.3%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
20,538 shares short
+1,020 shares (+5.2%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
19,518 shares short
-5,080 shares (-20.7%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
24,598 shares short
+15,672 shares (+175.6%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
8,926 shares short
+2,574 shares (+40.5%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
6,352 shares short
-2,991 shares (-32%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
9,343 shares short
-17,200 shares (-64.8%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
26,543 shares short
+19,420 shares (+272.6%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
7,123 shares short
-5,577 shares (-43.9%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
12,700 shares short
+10,984 shares (+640.1%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
1,716 shares short
-4,530 shares (-72.5%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
6,246 shares short
-620 shares (-9%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
6,866 shares short
-10,036 shares (-59.4%) vs Jun 14, 2024
Published Jul 10, 2024.
Settlement Jun 14, 2024
16,902 shares short
+7,845 shares (+86.6%) vs May 31, 2024
Published Jun 26, 2024.
Settlement May 31, 2024
9,057 shares short
+2,490 shares (+37.9%) vs May 15, 2024
Published Jun 11, 2024.
Settlement May 15, 2024
6,567 shares short
-812 shares (-11%) vs Apr 30, 2024
Published May 24, 2024.
Settlement Apr 30, 2024
7,379 shares short
-21 shares (-0.3%) vs Apr 15, 2024
Published May 9, 2024.
Settlement Apr 15, 2024
7,400 shares short
-2,850 shares (-27.8%) vs Mar 28, 2024
Published Apr 24, 2024.
Settlement Mar 28, 2024
10,250 shares short
+4,425 shares (+76%) vs Mar 15, 2024
Published Apr 9, 2024.
Settlement Mar 15, 2024
5,825 shares short
-11,807 shares (-67%) vs Feb 29, 2024
Published Mar 26, 2024.
Settlement Feb 29, 2024
17,632 shares short
-1,245 shares (-6.6%) vs Feb 15, 2024
Published Mar 11, 2024.
Settlement Feb 15, 2024
18,877 shares short
-5,768 shares (-23.4%) vs Jan 31, 2024
Published Feb 27, 2024.
Settlement Jan 31, 2024
24,645 shares short
-9,653 shares (-28.1%) vs Jan 12, 2024
Published Feb 9, 2024.
Settlement Jan 12, 2024
34,298 shares short
+16,434 shares (+92%) vs Dec 29, 2023
Published Jan 24, 2024.
Settlement Dec 29, 2023
17,864 shares short
-6,399 shares (-26.4%) vs Dec 15, 2023
Published Jan 10, 2024.
Settlement Dec 15, 2023
24,263 shares short
-1,709 shares (-6.6%) vs Nov 30, 2023
Published Dec 26, 2023.
Settlement Nov 30, 2023
25,972 shares short
-14,351 shares (-35.6%) vs Nov 15, 2023
Published Dec 11, 2023.
Settlement Nov 15, 2023
40,323 shares short
+7,244 shares (+21.9%) vs Oct 31, 2023
Published Nov 24, 2023.
Settlement Oct 31, 2023
33,079 shares short
-993 shares (-2.9%) vs Oct 13, 2023
Published Nov 9, 2023.
Settlement Oct 13, 2023
34,072 shares short
-29,573 shares (-46.5%) vs Sep 29, 2023
Published Oct 24, 2023.
Settlement Sep 29, 2023
63,645 shares short
+17,866 shares (+39%) vs Sep 15, 2023
Published Oct 10, 2023.
Settlement Sep 15, 2023
45,779 shares short
+16,088 shares (+54.2%) vs Aug 31, 2023
Published Sep 26, 2023.
Settlement Aug 31, 2023
29,691 shares short
+107 shares (+0.4%) vs Aug 15, 2023
Published Sep 11, 2023.
Settlement Aug 15, 2023
29,584 shares short
-4,053 shares (-12%) vs Jul 31, 2023
Published Aug 24, 2023.
Settlement Jul 31, 2023
33,637 shares short
-4,122 shares (-10.9%) vs Jul 14, 2023
Published Aug 9, 2023.
Settlement Jul 14, 2023
37,759 shares short
+2,601 shares (+7.4%) vs Jun 30, 2023
Published Jul 25, 2023.
Settlement Jun 30, 2023
35,158 shares short
-4,275 shares (-10.8%) vs Jun 15, 2023
Published Jul 11, 2023.
Settlement Jun 15, 2023
39,433 shares short
-41,702 shares (-51.4%) vs May 31, 2023
Published Jun 26, 2023.
Settlement May 31, 2023
81,135 shares short
+42,096 shares (+107.8%) vs May 15, 2023
Published Jun 9, 2023.
Settlement May 15, 2023
39,039 shares short
-21,934 shares (-36%) vs Apr 28, 2023
Published May 24, 2023.
Settlement Apr 28, 2023
60,973 shares short
-15,164 shares (-19.9%) vs Apr 14, 2023
Published May 9, 2023.
Settlement Apr 14, 2023
76,137 shares short
-63,065 shares (-45.3%) vs Mar 31, 2023
Published Apr 25, 2023.
Settlement Mar 31, 2023
139,202 shares short
+102,934 shares (+283.8%) vs Mar 15, 2023
Published Apr 11, 2023.
Settlement Mar 15, 2023
36,268 shares short
+17,862 shares (+97%) vs Feb 28, 2023
Published Mar 24, 2023.
Settlement Feb 28, 2023
18,406 shares short
+6,880 shares (+59.7%) vs Feb 15, 2023
Published Mar 9, 2023.
Settlement Feb 15, 2023
11,526 shares short
-3,964 shares (-25.6%) vs Jan 31, 2023
Published Feb 24, 2023.
Settlement Jan 31, 2023
15,490 shares short
-11,095 shares (-41.7%) vs Jan 13, 2023
Published Feb 9, 2023.
Settlement Jan 13, 2023
26,585 shares short
+11,728 shares (+78.9%) vs Dec 30, 2022
Published Jan 24, 2023.
Settlement Dec 30, 2022
14,857 shares short
+6,812 shares (+84.7%) vs Dec 15, 2022
Published Jan 10, 2023.
Settlement Dec 15, 2022
8,045 shares short
-1,513 shares (-15.8%) vs Nov 30, 2022
Published Dec 26, 2022.
Settlement Nov 30, 2022
9,558 shares short
-2,997 shares (-23.9%) vs Nov 15, 2022
Published Dec 9, 2022.
Settlement Nov 15, 2022
12,555 shares short
-2,528 shares (-16.8%) vs Oct 31, 2022
Published Nov 24, 2022.
Settlement Oct 31, 2022
15,083 shares short
+6,551 shares (+76.8%) vs Oct 14, 2022
Published Nov 9, 2022.
Settlement Oct 14, 2022
8,532 shares short
-5,072 shares (-37.3%) vs Sep 30, 2022
Published Oct 25, 2022.
Settlement Sep 30, 2022
13,604 shares short
+2,884 shares (+26.9%) vs Sep 15, 2022
Published Oct 11, 2022.
Settlement Sep 15, 2022
10,720 shares short
-705 shares (-6.2%) vs Aug 31, 2022
Published Sep 26, 2022.
Settlement Aug 31, 2022
11,425 shares short
-8,742 shares (-43.3%) vs Aug 15, 2022
Published Sep 9, 2022.
Settlement Aug 15, 2022
20,167 shares short
-5,081 shares (-20.1%) vs Jul 29, 2022
Published Aug 24, 2022.
Settlement Jul 29, 2022
25,248 shares short
+6,549 shares (+35%) vs Jul 15, 2022
Published Aug 9, 2022.
Settlement Jul 15, 2022
18,699 shares short
-473 shares (-2.5%) vs Jun 30, 2022
Published Jul 26, 2022.
Settlement Jun 30, 2022
19,172 shares short
+6,471 shares (+50.9%) vs Jun 15, 2022
Published Jul 11, 2022.
Settlement Jun 15, 2022
12,701 shares short
-15,083 shares (-54.3%) vs May 31, 2022
Published Jun 24, 2022.
Settlement May 31, 2022
27,784 shares short
+5,896 shares (+26.9%) vs May 13, 2022
Published Jun 9, 2022.
Settlement May 13, 2022
21,888 shares short
+14,473 shares (+195.2%) vs Apr 29, 2022
Published May 24, 2022.
Settlement Apr 29, 2022
7,415 shares short
-5,862 shares (-44.2%) vs Mar 31, 2022
Published May 10, 2022.
Settlement Mar 31, 2022
13,277 shares short
-6,714 shares (-33.6%) vs Mar 15, 2022
Published Apr 11, 2022.
Settlement Mar 15, 2022
19,991 shares short
+4,097 shares (+25.8%) vs Feb 28, 2022
Published Mar 24, 2022.
Settlement Feb 28, 2022
15,894 shares short
+1,936 shares (+13.9%) vs Feb 15, 2022
Published Mar 9, 2022.
Settlement Feb 15, 2022
13,958 shares short
-7,381 shares (-34.6%) vs Jan 31, 2022
Published Feb 24, 2022.
Settlement Jan 31, 2022
21,339 shares short
-13,336 shares (-38.5%) vs Jan 14, 2022
Published Feb 9, 2022.
Settlement Jan 14, 2022
34,675 shares short
+19,467 shares (+128%) vs Dec 31, 2021
Published Jan 25, 2022.
Settlement Dec 31, 2021
15,208 shares short
-8,444 shares (-35.7%) vs Dec 15, 2021
Published Jan 11, 2022.
Settlement Dec 15, 2021
23,652 shares short
-2,720 shares (-10.3%) vs Nov 30, 2021
Published Dec 24, 2021.
Settlement Nov 30, 2021
26,372 shares short
+12,430 shares (+89.2%) vs Nov 15, 2021
Published Dec 9, 2021.
Settlement Nov 15, 2021
13,942 shares short
-17,001 shares (-54.9%) vs Oct 29, 2021
Published Nov 24, 2021.
Settlement Oct 29, 2021
30,943 shares short
-36,370 shares (-54%) vs Oct 15, 2021
Published Nov 9, 2021.
Settlement Oct 15, 2021
67,313 shares short
+2,766 shares (+4.3%) vs Sep 30, 2021
Published Oct 26, 2021.
Settlement Sep 30, 2021
64,547 shares short
+17,344 shares (+36.7%) vs Sep 15, 2021
Published Oct 11, 2021.
Settlement Sep 15, 2021
47,203 shares short
-17,914 shares (-27.5%) vs Aug 31, 2021
Published Sep 24, 2021.
Settlement Aug 31, 2021
65,117 shares short
+2,402 shares (+3.8%) vs Aug 13, 2021
Published Sep 9, 2021.
Settlement Aug 13, 2021
62,715 shares short
+30,897 shares (+97.1%) vs Jul 30, 2021
Published Aug 24, 2021.
Settlement Jul 30, 2021
31,818 shares short
-14,259 shares (-30.9%) vs Jul 15, 2021
Published Aug 10, 2021.
Settlement Jul 15, 2021
46,077 shares short
+32,662 shares (+243.5%) vs Jun 30, 2021
Published Jul 26, 2021.
Settlement Jun 30, 2021
13,415 shares short
+3,210 shares (+31.5%) vs Jun 15, 2021
Published Jul 9, 2021.
Settlement Jun 15, 2021
10,205 shares short
-597 shares (-5.5%) vs May 14, 2021
Published Jun 24, 2021.
Settlement May 14, 2021
10,802 shares short
-1,414 shares (-11.6%) vs Apr 30, 2021
Published May 25, 2021.
Settlement Apr 30, 2021
12,216 shares short
-19,721 shares (-61.7%) vs Apr 15, 2021
Published May 11, 2021.
Settlement Apr 15, 2021
31,937 shares short
+4,190 shares (+15.1%) vs Mar 31, 2021
Published Apr 26, 2021.
Settlement Mar 31, 2021
27,747 shares short
+14,599 shares (+111%) vs Mar 15, 2021
Published Apr 9, 2021.
Settlement Mar 15, 2021
13,148 shares short
-9,067 shares (-40.8%) vs Feb 26, 2021
Published Mar 24, 2021.
Settlement Feb 26, 2021
22,215 shares short
-14,040 shares (-38.7%) vs Jan 29, 2021
Published Mar 9, 2021.
Settlement Jan 29, 2021
36,255 shares short
-9,643 shares (-21%) vs Jan 15, 2021
Published Feb 9, 2021.
Settlement Jan 15, 2021
45,898 shares short
Published Jan 26, 2021.

Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.

Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest

Dividends and stock splits

Through Nov 14, 2026

Recorded amounts and dates, not confirmation of cash received.

USD per share

View all 3 dividends and 2 splits

Every qualified stored capital event for BTO
Ex-date	Event	Recorded detail
Sep 11, 2026	Cash dividend	USD 0.65 per shareRecorded pay date: Sep 30, 2026 (past date)
Jun 11, 2026	Cash dividend	USD 0.65 per shareRecorded pay date: Jun 30, 2026 (past date)
Mar 12, 2026	Cash dividend	USD 0.65 per shareRecorded pay date: Mar 31, 2026 (past date)
Dec 30, 2008	Reverse split	1 for 4Each 4 pre-split shares become 1 post-split share.
Dec 2, 1997	Forward split	4 for 1Each 1 pre-split share becomes 4 post-split shares.

Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.

Source: recorded cash-dividend and split events.

Portfolio context

Link an account to see your stake, watchlist and past holdings.

We’ll show you if BTO is in your portfolio and how much it contributes.

Market context

Smart money context

Holder IQ: MEDIUM

3 smart-money holders: institutions with a high Holder IQ

Q2 2026, filed Sep 23, 2026

Unlock crowding heatmap Unlock filer discovery

Red flags

Red flags: 0

Largest 13-F holders · Q2 2026

85 filers reported a long position in BTO for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.

The top 10 hold

78.3%

of the 4.3M shares 13-F filers reported

Moves vs Q1 2026

5 added5 trimmed

Net shares held

+1.6%

across the 10 holders with a comparable Q1 2026 book

Rank	Holder	Value	Shares	Shares vs Q1 2026
1	Morgan Stanley	$49.6M · 1.3M shares	1.3M	+5.8%
2	Wells Fargo & Company	$25.5M · 646.7K shares	646.7K	-1%
3	Z3 Capital Partners, LLC	$16.2M · 411.4K shares	411.4K	+0.6%
4	Royal Bank of Canada	$10.7M · 270.3K shares	270.3K	+0.9%
5	Janney Montgomery Scott LLC	$7M · 177.5K shares	177.5K	-8.1%
6	Raymond James Financial Inc	$6.8M · 172.7K shares	172.7K	-3.2%
7	LPL Financial LLC	$5.1M · 130K shares	130K	+1.7%
8	Stifel Financial Corp	$3.9M · 99.3K shares	99.3K	-2.8%
9	Fca Corp	$3.8M · 95.4K shares	95.4K	+7.3%
10	North Star Asset Management Inc	$2.7M · 67.6K shares	67.6K	-0.3%

Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.

Filings

Proxy statement (DEF 14A)Filed Dec 11, 2025

Moves the factor model did not explain

How much of BTO’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.

Return split unavailable. A unique ordinary-share USD model listing is unavailable.

Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.

Dated model observations (0)

Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-14T15:40:45.057Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.

BTO dated stock, market, style and residual returns
Date	Stock	Market	Styles	Residual

How this split is calculated

Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.

What insiders reported owning

Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.

Ownership history unavailable. No identity-bound filing ownership observations are available.

Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.

Available filings through Nov 14, 2026; read Nov 14, 2026, 3:40 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The stored sample need not be a complete ownership history. No holdings or account data about the reader enters this public evidence.

What insiders reported owning

Reading dated filing evidence…

Get the Full Analysis for BTO

Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.

Start Free Analysis Try Portfolio Roast

Popular Stock Analysis

AAPL MSFT GOOGL AMZN NVDA META TSLA JPM

John Hancock Financial Opportunities Fund (BTO) Stock: Price, Insider Activity & Smart Money | Midas Edge