Purchases and Sales Made in Q1 2023 in John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY)
This table provides information about the institutional ownership of John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY) during Q1 2023. The information is specifically focused on institutions that hold shares of John Hancock Tax-Advantaged Global Shareholder Yield Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
104K+ 100.39% |
$488K - $572K
|
207K
$0
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.3K+ 147.94% |
$161K - $188K
|
57.4K
$0
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$138K - $162K
|
29.5K
$0
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.5KNew |
$86.8K - $102K
|
18.5K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$52.5K - $61.5K
|
11.2K
$0
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
10K+ 3.76% |
$47K - $55K
|
276K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.92K+ 6.07% |
$46.6K - $54.5K
|
173K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.6K+ 12.51% |
$45.1K - $52.8K
|
86.3K
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.77K+ 13.55% |
$27.1K - $31.7K
|
48.3K
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.88K+ 5.26% |
$8.83K - $10.3K
|
37.6K
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 2.75% |
$7.3K - $8.55K
|
58K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
146+ 0.2% |
$686 - $803
|
73.7K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$470 - $550
|
100
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19+ 2.25% |
$89.3 - $105
|
863
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-300- 1.28% |
$1.41K - $1.65K
|
23.1K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-500- 2.19% |
$2.35K - $2.75K
|
22.4K
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-674- 17.03% |
$3.17K - $3.71K
|
3.28K
$0
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-10.7K- 23.04% |
$50.1K - $58.6K
|
35.6K
$0
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-31.8K- 21.25% |
$149K - $175K
|
118K
$0
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-111K- 92.19% |
$523K - $612K
|
9.43K
$0
|