HTY

JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND

Delisted

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

27 hedge funds and large institutions have $7.45M invested in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$1.55M 351,658 -10,223 -3%
CCP
2
Clough Capital Partners
Massachusetts
$1.32M 300,420 +90,800 +43%
LPL Financial
3
LPL Financial
California
$823K 186,944 +10,442 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$537K 121,985 +36,303 +42%
SFS
5
Shaker Financial Services
Virginia
$411K 93,454 -51,447 -36%
UBS Group
6
UBS Group
Switzerland
$348K 79,088 +1,165 +1%
HI
7
Harbour Investments
Wisconsin
$294K 66,843 +4,900 +8%
EIP
8
Epoch Investment Partners
New York
$291K 66,133 -18,480 -22%
GC
9
Guggenheim Capital
Illinois
$283K 64,285 -1,340 -2%
CA
10
Cornerstone Advisors
North Carolina
$218K 49,525 +29,042 +142%
Morgan Stanley
11
Morgan Stanley
New York
$194K 44,166 -1,674 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$174K 39,615 -1,219 -3%
Wells Fargo
13
Wells Fargo
California
$165K 37,591 -1 -0%
SIC
14
Samalin Investment Counsel
New York
$152K 34,533 -552 -2%
ACM
15
Arlington Capital Management
Illinois
$109K 24,827 +24,827 New
AA
16
AlphaMark Advisors
Kentucky
$107K 24,250
CAN
17
Cetera Advisor Networks
California
$99.9K 22,700 -820 -3%
AFG
18
Atomi Financial Group
New York
$81.3K 18,474
NA
19
NewEdge Advisors
Louisiana
$80.1K 18,200 -6,100 -25%
AAS
20
Avantax Advisory Services
Texas
$67K 15,235 +3,425 +29%
WAM
21
Wolverine Asset Management
Illinois
$63.7K 14,469 -46,890 -76%
AWS
22
Atria Wealth Solutions
New York
$46.1K 10,488 +10,488 New
PTC
23
Private Trust Company
Ohio
$13.2K 3,000
PFA
24
Pathway Financial Advisers
Indiana
$12.7K 2,879 +2,879 New
QL
25
Quarry LP
New York
$9.68K 2,200