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John Hancock Tax-Advantaged Global Shareholder Yield Fund

HTYDelisted Apr 29, 2024

John Hancock Tax-Advantaged Global Shareholder Yield Fund was delisted on Apr 29, 2024; its insiders filed their last Form 4 on Aug 9, 2022; 28 institutions reported holding it in 13F filings for Q1 2024, worth $12.0M in total; no superinvestor held it.

Key figures

Insider buys
0
Open market, last 90 days
Insider sells
0
Open market, last 90 days
13F holders
28
Q1 2024, −3 vs. previous quarter
13F value
$12.0M
Reported value at the end of Q1 2024
Superinvestors holding
0
At the end of Q1 2024

Superinvestors holding HTY, Q1 2024

Go to the superinvestors tab

No superinvestor reported holding HTY at the end of Q1 2024.

Latest insider trades

Open-market purchases and sales by John Hancock Tax-Advantaged Global Shareholder Yield Fund insiders from Form 4, newest first.

See all insider trades
Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Aug 9, 2022 (view filing)Aug 5-84 daysPruchansky Steven ROther: Trustee of the FundSSalecommon shares of beneficial interest−3.53K$5.42−$19.1K−72.0%1.37K after3 lots

Top 10 13F holders, Q1 2024

The largest institutional positions in John Hancock Tax-Advantaged Global Shareholder Yield Fund at the end of Q1 2024; share changes are against Q4 2023.

See all 28 holders
Institutions holding HTY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Almitas Capital LLC538,822$2.82M1.17%+375,697+230.3%Added
1607 Capital Partners, LLC312,903$1.64M0.13%+1,001+0.3%Added
Sit Investment Associates Inc294,649$1.54M0.04%+196,018+198.7%Added
Absolute Investment Advisers LLC287,333$1.50M0.21%+287,333New
Morgan Stanley99,118$518.9K0.00%+31,104+45.7%Added
Advisor Group Holdings, Inc.92,997$487.0K0.00%+3,512+3.9%Added
Yakira Capital Management, Inc.82,101$429.8K0.15%+82,101New
LPL Financial LLC77,896$407.8K0.00%−70,627−47.6%Reduced
UBS Group AG77,258$404.4K0.00%−1,515−1.9%Reduced
Harbour Investments, Inc.67,807$355.0K0.01%+8,244+13.8%Added