John Hancock Tax-AdvantagedHTY
13F holders, Q1 2024 (March 31)28holders
$5.24avg. 13F price*
At the end of Q1 2024, 28 institutions reported holding John Hancock Tax-Advantaged (HTY) in their 13F filings. The largest holders were Almitas Capital LLC ($2.8M), 1607 Capital Partners, LLC ($1.6M) and Sit Investment Associates Inc. ($1.5M).
- Company
- John Hancock Tax-Advantaged
- Filed as
- HANCOCK JOHN INVT TR (Q1 2024)
- CUSIP
- 41013P749
- Latest filing quarter
- Q1 2024
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 6 | $2.2M |
Ownership 28 holders
| Almitas Capital LLC | 1.30% | Add +230.3% | 538,822 | $2.8M |
| 1607 Capital Partners, LLC | 0.13% | Add +0.3% | 312,903 | $1.6M |
| Sit Investment Associates Inc. | 0.04% | Add +198.7% | 294,649 | $1.5M |
| Absolute Investment Advisers, LLC | 0.21% | New | 287,333 | $1.5M |
| Morgan Stanley | 0.00% | Add +45.7% | 99,118 | $519K |
| Osaic Holdings, Inc. | 0.00% | Add +3.9% | 92,997 | $487K |
| Yakira Capital Management, Inc. | 0.15% | New | 82,101 | $430K |
| LPL Financial LLC | 0.00% | Reduce -47.5% | 77,896 | $408K |
| UBS Group AG | 0.00% | Reduce -1.9% | 77,258 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +13.8% | 67,807 | $355K |
| Rivernorth Capital Management, LLC | 0.02% | No change | 65,409 | $343K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 38,766 | $203K |
| NWF Advisory Services Inc. | 0.03% | No change | 37,300 | $195K |
| Guggenheim Capital LLC | 0.00% | Reduce -47.3% | 33,148 | $174K |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 28,915 | $151K |
| Cetera Investment Advisers | 0.00% | New | 26,900 | $141K |
| AlphaMark Advisors, LLC | 0.04% | No change | 24,250 | $127K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.1% | 19,912 | $104K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -70.4% | 19,577 | $102K |
| Compound Planning, Inc. | 0.01% | Add +2.9% | 17,098 | $90K |
| NewEdge Advisors, LLC | 0.00% | No change | 14,900 | $78K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 10,488 | $55K |
| Samalin Investment Counsel, LLC | 0.03% | Add +3.1% | 10,371 | $54K |
| Cornerstone Advisors, LLC | 0.00% | Reduce -84.3% | 9,732 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,500 | $39K |
| Private Trust Co. NA | 0.00% | No change | 3,000 | $16K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 2,879 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 280 | $1K |
"% of holder's portfolio" is HTY's weight in each manager's 13F, not the share of John Hancock Tax-Advantaged the manager owns.