Concorde Financial Corp John Hancock Financial Opportunities Fund Transaction History

Concorde Financial Corp

$159 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$31.2 - $39.84 $2,340 - $2,988	75 New	75 $2,000
Q2 2022 Aug 12, 2022	SELL	$32.16 - $40.08 $2,411 - $3,006	-75 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$40.2 - $52.03 $1,005 - $1,300	25 Added 50.0%	75 $3,000
Q4 2021 Feb 17, 2022	BUY	$41.47 - $46.59 $2,073 - $2,329	50 New	50 $2,000

Others Institutions Holding BTO

# of Institutions

82

Shares Held

4.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.28M
Shares

$43.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

596K
Shares

$20.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$13.8 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

228K
Shares

$7.84 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

227K
Shares

$7.8 Million
0.3% of portfolio

About JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

Ticker BTO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sec...

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