Sanders Morris Harris LLC John Hancock Financial Opportunities Fund Transaction History

Sanders Morris Harris LLC

$585 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	$12.35 - $36.81 $152,967 - $455,928	-12,386 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$29.53 - $33.42 $47,809 - $54,106	-1,619 Reduced 11.56%	12,386 $386,000
Q2 2019 Jul 10, 2019	BUY	$30.56 - $34.61 $427,992 - $484,713	14,005 New	14,005 $457,000

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

$44.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

596K
Shares

$20.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

401K
Shares

$14 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

228K
Shares

$7.96 Million
0.0% of portfolio
Cornerstone Advisors, LLC Asheville, NC

227K
Shares

$7.92 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 Sanders Morris Harris LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sanders Morris Harris LLC with notifications on news.