Sanders Morris Harris LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the fast-paced world of investing, it's crucial to keep up with the latest changes in holdings. Investors and financial institutions regularly file Form 13F with the Securities and Exchange Commission (SEC) to disclose their quarterly holdings. These reports offer valuable insights into the buying and selling activities of institutional investors, helping smaller investors make informed decisions. In this article, we'll examine the Q2 2023 and Q3 2023 13F holdings comparison for Sanders Morris Harris LLC.

1. INVESCO QQQ TR (QQQ):

- Q2 2023 Shares: 266,299

- Q3 2023 Shares: 264,745

- Q2 2023 Value ($000): 98,376

- Q3 2023 Value ($000): 94,872

- Change (%): -3.6%

2. BLACKSTONE INC (BX):

- Q2 2023 Shares: 579,881

- Q3 2023 Shares: 561,623

- Q2 2023 Value ($000): 53,941

- Q3 2023 Value ($000): 60,173

- Change (%): 11.6%

3. APPLE INC (AAPL):

- Q2 2023 Shares: 128,384

- Q3 2023 Shares: 146,557

- Q2 2023 Value ($000): 24,801

- Q3 2023 Value ($000): 25,276

- Change (%): 1.9%

4. ENTERPRISE PRODS PARTNERS L (EPD):

- Q2 2023 Shares: 572,121

- Q3 2023 Shares: 562,393

- Q2 2023 Value ($000): 15,077

- Q3 2023 Value ($000): 15,390

- Change (%): 2.1%

5. CAPITAL SOUTHWEST CORP (CSWC):

- Q2 2023 Shares: 700,099

- Q3 2023 Shares: 669,189

- Q2 2023 Value ($000): 13,805

- Q3 2023 Value ($000): 15,324

- Change (%): 11%

6. ELANCO ANIMAL HEALTH INC (ELAN):

- Q2 2023 Shares: 1,196,690

- Q3 2023 Shares: 1,100,690

- Q2 2023 Value ($000): 12,038

- Q3 2023 Value ($000): 12,371

- Change (%): 2.8%

7. NVIDIA CORPORATION (NVDA):

- Q2 2023 Shares: 19,913

- Q3 2023 Shares: 26,555

- Q2 2023 Value ($000): 8,441

- Q3 2023 Value ($000): 11,845

- Change (%): 40.3%

8. MAIN STR CAP CORP (MAIN):

- Q2 2023 Shares: 219,887

- Q3 2023 Shares: 218,898

- Q2 2023 Value ($000): 8,802

- Q3 2023 Value ($000): 8,893

- Change (%): 1%

9. SPDR S&P 500 ETF TR (SPY):

- Q2 2023 Shares: 951

- Q3 2023 Shares: 20,372

- Q2 2023 Value ($000): 421

- Q3 2023 Value ($000): 8,673

- Change (%): 1957.5%

These are just a few examples of the changes in holdings for Sanders Morris Harris LLC between Q2 2023 and Q3 2023. It's important to analyze these changes in conjunction with other factors such as market trends, company performance, and the overall investment strategy of the institution.

Please note that these numbers are for illustrative purposes only and do not constitute investment advice. Always conduct thorough research and consult with a qualified financial advisor before making any investment decisions.