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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.

Q3 2023 vs. Q2 2023

How the institutions holding John Hancock Tax-Advantaged Global Shareholder Yield Fund changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of HTY: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders3028−2
Shares1.73M1.73M−880 (−0.1%)
Value$8.12M$7.62M−$506.9K (−6.2%)

New holders (3)

Institutions that held John Hancock Tax-Advantaged Global Shareholder Yield Fund at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to HTY in Q3 2023
InstitutionSharesValue% of portfolio
Arlington Capital Management, Inc.24,827$109.2K0.11%
Atria Wealth Solutions, Inc.10,488$46.1K0.00%
Pathway Financial Advisers, LLC2,879$12.7K0.01%

Sold out (5)

Institutions that held John Hancock Tax-Advantaged Global Shareholder Yield Fund at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of HTY in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Rpo LLC39,188$183.8K
Saba Capital Management, L.P.12,630$59.2K
Landscape Capital Management, L.L.C.12,545$58.8K
Logan Stone Capital, LLC11,388$53.4K
JPMorgan Chase & Co52$244