Latest Institutional Transactions on John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY)
This table provides information on the latest institutional transactions involving John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.1KNew |
$491K - $520K
|
99.1K
$0
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.24K+ 13.84% |
$40.8K - $43.3K
|
67.8K
$0
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.88KNew |
$14.3K - $15.1K
|
2.88K
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.9KNew |
$133K - $141K
|
26.9K
$0
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-46.6K- 70.4% |
$230K - $244K
|
19.6K
$0
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
196K+ 198.74% |
$970K - $1.03M
|
295K
$0
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
82.1KNew |
$406K - $431K
|
82.1K
$0
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
376K+ 230.31% |
$1.86M - $1.97M
|
539K
$0
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-29.8K- 47.33% |
$147K - $156K
|
33.1K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 6.17% |
$6.93K - $7.35K
|
24.1K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 1.92% |
$7.5K - $7.95K
|
77.3K
$0
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1K+ 0.32% |
$4.95K - $5.26K
|
313K
$0
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
311+ 3.09% |
$1.54K - $1.63K
|
10.4K
$0
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 6.48% |
$9.91K - $10.5K
|
28.9K
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.6K- 47.55% |
$350K - $371K
|
77.9K
$0
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-52.2K- 84.28% |
$258K - $274K
|
9.73K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.51K+ 3.92% |
$17.4K - $18.4K
|
93K
$0
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.5KNew |
$37.1K - $39.4K
|
7.5K
$0
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
962+ 5.08% |
$4.76K - $5.05K
|
19.9K
$0
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
484+ 2.91% |
$2.4K - $2.54K
|
17.1K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
395+ 1.03% |
$1.96K - $2.07K
|
38.8K
$0
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2KNew |
$69.6K - $88K
|
17.2K
$0
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
65.4KNew |
$264K - $334K
|
65.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
68.6K+ 22.83% |
$277K - $351K
|
369K
$0
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.3K- 18.13% |
$13.3K - $16.9K
|
14.9K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$19.2K - $24.2K
|
4.74K
$0
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
20.8KNew |
$84.1K - $106K
|
20.8K
$0
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.5KNew |
$66.8K - $84.4K
|
16.5K
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-46.9K- 76.42% |
$204K - $228K
|
14.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-603- 68.29% |
$2.63K - $2.94K
|
280
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$45.7K - $51.1K
|
10.5K
$0
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-51.4K- 35.5% |
$224K - $251K
|
93.5K
$0
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
24.8KNew |
$108K - $121K
|
24.8K
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
12.6KNew |
$56.7K - $62.1K
|
12.6K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
375New |
$1.68K - $1.85K
|
375
$0
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.2KNew |
$9.88K - $10.8K
|
2.2K
$0
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$51.1K - $56K
|
11.4K
$0
|
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
39.2KNew |
$176K - $193K
|
39.2K
$0
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$138K - $162K
|
29.5K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-674- 17.03% |
$3.17K - $3.71K
|
3.28K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$470 - $550
|
100
$0
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2KNew |
$9.28K - $10.5K
|
2K
$0
|
|
Q3 2022 | |||||||
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$4.22K - $4.99K
|
900
$0
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$15.2K - $20.6K
|
3K
$0
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1KNew |
$81.1K - $110K
|
16.1K
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.2K+ 109.73% |
$82K - $111K
|
31.1K
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-500Closed |
$2.53K - $3.43K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.2KNew |
$152K - $162K
|
23.2K
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-151KClosed |
$986K - $1.05M
|
0
$0
|