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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25 hedge funds and large institutions have $4.29M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$466K
2
SFS
2
Shaker Financial Services
Virginia
$292K
3
LPL Financial
3
LPL Financial
California
$402K
4
WAM
4
Wolverine Asset Management
Illinois
$416K
5
LCM
5
Landscape Capital Management
New Jersey
$86K

Top Sellers

1
SWP
1
Stratos Wealth Partners
Ohio
$0
2
MWM
2
Mission Wealth Management
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$31K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$466K 105,046 +105,046 New
WAM
2
Wolverine Asset Management
Illinois
$416K 93,839 +29,442 +46%
LPL Financial
3
LPL Financial
California
$402K 90,595 +39,390 +77%
UBS Group
4
UBS Group
Switzerland
$395K 88,941 +7,881 +10%
EIP
5
Epoch Investment Partners
New York
$376K 84,613 – –
Osaic Holdings
6
Osaic Holdings
Arizona
$309K 69,659 +10,063 +17%
SFS
7
Shaker Financial Services
Virginia
$292K 65,800 +44,997 +216%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$244K 55,106 -4,812 -8%
HI
9
Harbour Investments
Wisconsin
$216K 40,081 – –
SIC
10
Samalin Investment Counsel
New York
$208K 46,864 +1,623 +4%
Morgan Stanley
11
Morgan Stanley
New York
$160K 36,055 +4,549 +14%
Wells Fargo
12
Wells Fargo
California
$159K 35,713 +9,667 +37%
Bank of America
13
Bank of America
North Carolina
$131K 29,465 -7,790 -21%
NA
14
NewEdge Advisors
Louisiana
$109K 24,500 +2,900 +13%
AA
15
AlphaMark Advisors
Kentucky
$108K 24,250 – –
CAN
16
Cetera Advisor Networks
California
$95K 21,450 – –
LCM
17
Landscape Capital Management
New Jersey
$86K 19,314 +19,314 New
CCP
18
Clough Capital Partners
Massachusetts
$45K 10,200 +10,200 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$31K 6,958 -16,139 -70%
OIA
20
Optimum Investment Advisors
Illinois
$18K 4,000 – –
PTC
21
Private Trust Company
Ohio
$13K 3,000 – –
CHC
22
City Holding Co
West Virginia
$5K 1,200 – –
SPIA
23
Steward Partners Investment Advisory
New York
$4K 826 -133 -14%
FIA
24
FNY Investment Advisers
New York
$3K 900 +900 New
SWP
25
Stratos Wealth Partners
Ohio
– – -31,050 Closed
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