Latest Institutional Transactions on John Hancock Tax Advantaged Dividend Income Fund (HTD)
This table provides information on the latest institutional transactions involving John Hancock Tax Advantaged Dividend Income Fund (HTD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
28.5KNew |
$672K - $708K
|
28.5K
$701K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.83K+ 79.46% |
$43.1K - $45.4K
|
4.13K
$101K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7K+ 0.98% |
$111K - $116K
|
482K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.53KNew |
$59.6K - $62.8K
|
2.53K
$62.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 5.1% |
$474K - $499K
|
415K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.8K- 5.33% |
$371K - $391K
|
280K
$6.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$212K - $223K
|
8.98K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.22K- 12.93% |
$75.9K - $79.9K
|
21.7K
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.9K- 27.89% |
$115K - $122K
|
12.7K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.6K+ 20.83% |
$815K - $858K
|
201K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 11.01% |
$45.9K - $48.4K
|
19.7K
$483K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
183+ 2.09% |
$4.31K - $4.54K
|
8.95K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.56K- 16.83% |
$107K - $113K
|
22.5K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-215K- 94.94% |
$5.05M - $5.32M
|
11.4K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5K+ 10.14% |
$389K - $410K
|
180K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-12.7K- 51.84% |
$298K - $314K
|
11.8K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-80.4K- 67.22% |
$1.89M - $1.99M
|
39.2K
$963K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
201New |
$4.73K - $4.98K
|
201
$4.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.93K- 2.23% |
$163K - $172K
|
304K
$7.47M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76+ 0.45% |
$1.79K - $1.88K
|
16.9K
$414K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.66K+ 3.57% |
$227K - $239K
|
280K
$6.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.37K+ 2.58% |
$221K - $232K
|
373K
$9.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.5KNew |
$365K - $384K
|
15.5K
$380K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.22K+ 1.26% |
$28.8K - $30.3K
|
97.8K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 4.13% |
$699K - $736K
|
748K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.8K- 4.0% |
$514K - $541K
|
524K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
400+ 10.81% |
$9.42K - $9.92K
|
4.1K
$101K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$380K - $400K
|
16.1K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-486- 2.14% |
$11.4K - $12.1K
|
22.2K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 20.0% |
$35.3K - $37.2K
|
6K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500+ 100.0% |
$11.8K - $12.4K
|
1K
$24.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 1.05% |
$3.18K - $3.35K
|
13K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 5.18% |
$336K - $353K
|
290K
$7.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-490- 0.38% |
$11.5K - $12.2K
|
127K
$3.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62+ 0.45% |
$1.46K - $1.54K
|
13.7K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
76+ 0.87% |
$1.79K - $1.88K
|
8.8K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
253New |
$5.96K - $6.27K
|
253
$6.21K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.9K+ 14.05% |
$398K - $419K
|
137K
$3.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.5K- 70.09% |
$177K - $186K
|
3.2K
$78.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-63- 0.22% |
$1.48K - $1.56K
|
28.1K
$691K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-706- 74.47% |
$16.6K - $17.5K
|
242
$5.94K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.49K- 41.75% |
$58.6K - $61.7K
|
3.47K
$85.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-403- 77.2% |
$9.49K - $9.99K
|
119
$2.92K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.42K- 1.61% |
$33.4K - $35.1K
|
86.8K
$2.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
280New |
$6.59K - $6.94K
|
280
$6.87K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
135+ 162.65% |
$3.18K - $3.35K
|
218
$5.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-615- 3.07% |
$14.5K - $15.3K
|
19.4K
$476K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 0.22% |
$1.27K - $1.34K
|
24.4K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-694- 4.64% |
$16.3K - $17.2K
|
14.3K
$350K
|
|