Purchases and Sales Made in Q1 2021 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 2021. 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, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.6K+ 31.95% |
$142K - $165K
|
106K
$0
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3KNew |
$73.4K - $85.4K
|
13.3K
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 75.46% |
$69K - $80.3K
|
29.1K
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.5K+ 109.65% |
$58K - $67.4K
|
20.1K
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.61K+ 5.25% |
$42K - $48.9K
|
153K
$0
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.15K+ 2.87% |
$22.9K - $26.6K
|
148K
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
4KNew |
$22.1K - $25.7K
|
4K
$0
|
|
May 17, 2021
Q1 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
3.35K+ 2.06% |
$18.5K - $21.5K
|
166K
$0
|
|
Apr 28, 2021
Q1 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.26K+ 10.7% |
$12.5K - $14.5K
|
23.4K
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
350+ 0.84% |
$1.93K - $2.25K
|
42.1K
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
340+ 0.88% |
$1.88K - $2.18K
|
38.8K
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-52Closed |
$287 - $334
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-285Closed |
$1.57K - $1.83K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 57.84% |
$7.25K - $8.43K
|
957
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.41K- 4.89% |
$18.8K - $21.9K
|
66.3K
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.66K- 6.3% |
$20.2K - $23.5K
|
54.5K
$0
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.67KClosed |
$25.8K - $30K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-15.9KClosed |
$87.8K - $102K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-22.6KClosed |
$125K - $145K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.7K- 26.53% |
$208K - $242K
|
104K
$0
|
|
May 17, 2021
Q1 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-86.5K- 50.02% |
$477K - $555K
|
86.4K
$0
|
|
May 14, 2021
Q1 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-96KClosed |
$530K - $616K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-160KClosed |
$883K - $1.03M
|
0
$0
|