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 $4.08M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$346K
2
SFS
2
Shaker Financial Services
Virginia
$112K
3
SWP
3
Stratos Wealth Partners
Ohio
$167K
4
MWM
4
Mission Wealth Management
California
$86K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$59K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$200K
3
NA
3
NewEdge Advisors
Louisiana
$116K
4
Morgan Stanley
4
Morgan Stanley
New York
$170K
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
1
Epoch Investment Partners
New York
$455K 84,613 – –
UBS Group
2
UBS Group
Switzerland
$436K 81,060 +480 +0.6%
WAM
3
Wolverine Asset Management
Illinois
$346K 64,397 +64,397 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$322K 59,918 – –
Osaic Holdings
5
Osaic Holdings
Arizona
$320K 59,596 +7,270 +14%
LPL Financial
6
LPL Financial
California
$275K 51,205 +5,357 +12%
SIC
7
Samalin Investment Counsel
New York
$243K 45,241 +1,308 +3%
HI
8
Harbour Investments
Wisconsin
$216K 40,081 +40,081 New
Bank of America
9
Bank of America
North Carolina
$200K 37,255 -37,554 -50%
Morgan Stanley
10
Morgan Stanley
New York
$170K 31,506 -713 -2%
SWP
11
Stratos Wealth Partners
Ohio
$167K 31,050 +16,245 +110%
Wells Fargo
12
Wells Fargo
California
$140K 26,046 +1,484 +6%
AA
13
AlphaMark Advisors
Kentucky
$130K 24,250 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$124K 23,097 +698 +3%
NA
15
NewEdge Advisors
Louisiana
$116K 21,600 -5,000 -19%
CAN
16
Cetera Advisor Networks
California
$115K 21,450 +2,500 +13%
SFS
17
Shaker Financial Services
Virginia
$112K 20,803 +20,803 New
MWM
18
Mission Wealth Management
California
$86K 16,051 +16,051 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$59K 11,000 +11,000 New
OIA
20
Optimum Investment Advisors
Illinois
$22K 4,000 – –
PTC
21
Private Trust Company
Ohio
$16K 3,000 +3,000 New
CHC
22
City Holding Co
West Virginia
$6K 1,200 – –
SPIA
23
Steward Partners Investment Advisory
New York
$5K 959 -65 -6%
AWS
24
Atria Wealth Solutions
New York
– – -53,372 Closed
MCC
25
Money Concepts Capital
Florida
– – -500 Closed
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