Latest Institutional Purchases of John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY)
This list provides information on the latest institutional transactions involving John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
376K+ 230.31% |
$1.86M - $1.97M
|
539K
$0
|
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
287KNew |
$1.42M - $1.51M
|
287K
$0
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
196K+ 198.74% |
$970K - $1.03M
|
295K
$0
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.1KNew |
$491K - $520K
|
99.1K
$0
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
82.1KNew |
$406K - $431K
|
82.1K
$0
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.9KNew |
$133K - $141K
|
26.9K
$0
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.24K+ 13.84% |
$40.8K - $43.3K
|
67.8K
$0
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.5KNew |
$37.1K - $39.4K
|
7.5K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.51K+ 3.92% |
$17.4K - $18.4K
|
93K
$0
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.88KNew |
$14.3K - $15.1K
|
2.88K
$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
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
1K+ 0.32% |
$4.95K - $5.26K
|
313K
$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 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
395+ 1.03% |
$1.96K - $2.07K
|
38.8K
$0
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
311+ 3.09% |
$1.54K - $1.63K
|
10.4K
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
68.6K+ 22.83% |
$277K - $351K
|
369K
$0
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
65.4KNew |
$264K - $334K
|
65.4K
$0
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
20.8KNew |
$84.1K - $106K
|
20.8K
$0
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2KNew |
$69.6K - $88K
|
17.2K
$0
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.5KNew |
$66.8K - $84.4K
|
16.5K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$19.2K - $24.2K
|
4.74K
$0
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
24.8KNew |
$108K - $121K
|
24.8K
$0
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$45.7K - $51.1K
|
10.5K
$0
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
39.2KNew |
$176K - $193K
|
39.2K
$0
|
|
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
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$51.1K - $56K
|
11.4K
$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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
375New |
$1.68K - $1.85K
|
375
$0
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$138K - $162K
|
29.5K
$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 | |||||||
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.2K+ 109.73% |
$82K - $111K
|
31.1K
$0
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
16.1KNew |
$81.1K - $110K
|
16.1K
$0
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$15.2K - $20.6K
|
3K
$0
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.2KNew |
$152K - $162K
|
23.2K
$0
|
|
Q1 2021 | |||||||
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
4KNew |
$22.1K - $25.7K
|
4K
$0
|
|
Q4 2020 | |||||||
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5.75K+ 31.08% |
$27.3K - $32.8K
|
24.3K
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
925New |
$6.13K - $6.54K
|
925
$0
|
|
Q2 2019 | |||||||
Jul 16, 2019
Q2 2019
|
City Holding CO
|
BUY
|
- |
1.2KNew |
$7.93K - $8.46K
|
1.2K
$0
|