John Hancock Tax-Advantaged Global Shareholder Yield Fund
HTYDelisted Apr 29, 2024- SEC CIK
- 0001396502
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.
Q1 2023 vs. Q4 2022
How the institutions holding John Hancock Tax-Advantaged Global Shareholder Yield Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Q1 2023 | Change |
|---|---|---|---|
| Holders | 25 | 30 | +5 |
| Shares | 1.37M | 1.50M | +120.7K (+8.8%) |
| Value | $6.82M | $7.33M | +$511.6K (+7.5%) |
New holders (6)
Institutions that held John Hancock Tax-Advantaged Global Shareholder Yield Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| NWF Advisory Services Inc. | 37,300 | $174.9K | 0.04% |
| Susquehanna International Group, LLP | 29,464 | $144.7K | 0.00% |
| Atomi Financial Group, Inc. | 18,474 | $90.7K | 0.05% |
| Avantax Advisory Services, Inc. | 11,175 | $54.9K | 0.00% |
| Pathway Financial Advisers, LLC | 2,879 | $14.1K | 0.01% |
| Ameritas Advisory Services, LLC | 100 | $491 | 0.00% |
Sold out (1)
Institutions that held John Hancock Tax-Advantaged Global Shareholder Yield Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Money Concepts Capital Corp | 500 | $2.48K |