Doliver Advisors, LP John Hancock Financial Opportunities Fund Transaction History

Doliver Advisors, LP

$346 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 04, 2019	SELL	$29.53 - $33.42 $216,986 - $245,570	-7,348 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	$30.56 - $34.61 $224,554 - $254,314	7,348 New	7,348 $237,000
Q3 2018 Nov 02, 2018	SELL	$36.88 - $39.2 $881,579 - $937,036	-23,904 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$37.1 - $40.0 $886,838 - $956,160	23,904 New	23,904 $889,000
Q4 2017 Feb 12, 2018	SELL	$34.68 - $39.59 $1.51 Million - $1.73 Million	-43,679 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$31.77 - $37.26 $1.39 Million - $1.63 Million	43,679	43,679 $1.63 Million

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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Doliver Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Doliver Advisors, LP with notifications on news.