Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
163KNew |
$659K - $834K
|
163K
$0
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
98.6KNew |
$398K - $504K
|
98.6K
$0
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
68.6K+ 22.83% |
$277K - $351K
|
369K
$0
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
68KNew |
$275K - $348K
|
68K
$0
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
65.4KNew |
$264K - $334K
|
65.4K
$0
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.8K+ 54.0% |
$96.3K - $122K
|
68K
$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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2KNew |
$69.6K - $88K
|
17.2K
$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
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.4K+ 25.02% |
$50.1K - $63.3K
|
61.9K
$0
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$19.2K - $24.2K
|
4.74K
$0
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.72K+ 24.38% |
$15K - $19K
|
19K
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-315- 0.4% |
$1.27K - $1.61K
|
78.8K
$0
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 3.14% |
$5.03K - $6.36K
|
38.4K
$0
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.35K- 2.09% |
$5.43K - $6.87K
|
62.9K
$0
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.86K- 10.07% |
$7.51K - $9.5K
|
16.6K
$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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.67K- 17.75% |
$27K - $34.1K
|
30.9K
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.28K- 10.89% |
$29.4K - $37.2K
|
59.6K
$0
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-24.5K- 70.87% |
$98.9K - $125K
|
10.1K
$0
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 26.64% |
$131K - $166K
|
89.5K
$0
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.4K- 20.55% |
$155K - $196K
|
149K
$0
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-39.8K- 11.31% |
$161K - $203K
|
312K
$0
|