HTY

JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND
HTY

Overview Fund Activity
Delisted

HTY was delisted on the 17th of April, 2024.

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23 hedge funds and large institutions have $17.5M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$2.48M
2
LPL Financial
2
LPL Financial
California
$1.56M
3
NPC
3
National Planning Corporation
California
$115K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$336K
5
RFS
5
Rockefeller Financial Services
New York
$76K

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$2.11M
2
GC
2
Guggenheim Capital
Illinois
$293K
3
OC
3
Oppenheimer & Co
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$8.41M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.41M -$150K -15,366 -2%
IA
2
IFP Advisors
Florida
$2.48M +$816K +83,856 +49%
CAN
3
Cetera Advisor Networks
California
$2.11M -$1.99M -203,807 -49%
LPL Financial
4
LPL Financial
California
$1.56M +$325K +32,567 +26%
FHA
5
Flagship Harbor Advisors
Massachusetts
$467K +$467K +47,146 New
AAM
6
Advisors Asset Management
Colorado
$381K -$10.5K -1,076 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$336K +$87.2K +8,977 +35%
Bank of America
8
Bank of America
North Carolina
$316K -$88.1K -9,050 -22%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$294K -$130K -13,359 -31%
GC
10
Guggenheim Capital
Illinois
$293K -$323K -33,167 -52%
UBS Group
11
UBS Group
Switzerland
$181K +$18.8K +1,937 +12%
BRWA
12
B. Riley Wealth Advisors
Florida
$140K – – –
NPC
13
National Planning Corporation
California
$115K +$115K +11,800 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$104K +$243 +25 +0.2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$93K – – –
RFS
16
Rockefeller Financial Services
New York
$76K +$76K +7,850 New
MFS
17
MSI Financial Services
Massachusetts
$51K – – –
Wells Fargo
18
Wells Fargo
California
$38K -$1.92K -200 -5%
NFG
19
Next Financial Group
Texas
$24K – – –
Creative Planning
20
Creative Planning
Kansas
$23K +$3.34K +340 +17%
WA
21
WFG Advisors
Texas
$12K – – –
BFEC
22
Benjamin F. Edwards & Company
Missouri
$8K – – –
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8K +800 New
OC
24
Oppenheimer & Co
New York
– -$167K -15,350 Closed