Samalin Investment Counsel, LLC
Position in BTO — John Hancock Financial Opportunities Fund
CIK 1544366
CHAPPAQUA, NY
Position in BTO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$590,117
-$165,950 QoQ
Shares Held
14,970
-29.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#31
of 84 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Samalin Investment Counsel, LLC holds $43,823,687 across 57 Asset Management names. BTO ranks #27 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQH |
abrdn Healthcare Investors
|
154,616 | $3,398,459 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
206,445 | $2,774,620 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
147,347 | $2,721,499 | |
| 4 | UTG |
Reaves Utility Income Fund
|
49,883 | $2,031,235 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
64,791 | $1,793,414 | |
| 6 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
174,324 | $1,767,645 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
65,105 | $1,663,432 | |
| 8 | GAM |
General American Investors Co Inc
|
25,234 | $1,608,667 |
All Filings in BTO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,117 | 14,970 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $756,067 | 21,078 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $910,782 | 25,963 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $925,945 | 25,735 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $966,540 | 27,288 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $895,489 | 26,253 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $874,333 | 24,498 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $824,423 | 24,862 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $716,215 | 25,570 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $697,466 | 23,579 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $664,016 | 22,075 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $419,109 | 15,960 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $251,169 | 9,365 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||