Purchases and Sales Made in Q1 2024 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 2024. 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 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
|
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
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 45.73% |
$154K - $163K
|
99.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 45.73% |
$154K - $163K
|
99.1K
$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
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.52K- 1.92% |
$7.5K - $7.95K
|
77.3K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 6.48% |
$9.91K - $10.5K
|
28.9K
$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
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-46.6K- 70.4% |
$230K - $244K
|
19.6K
$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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.6K- 47.55% |
$350K - $371K
|
77.9K
$0
|