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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147+ 0.35% |
$3.06K - $3.53K
|
42.3K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-565- 1.96% |
$11.8K - $13.6K
|
28.2K
$673K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.6K- 53.01% |
$143K - $158K
|
5.85K
$140K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$47.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.11K- 6.2% |
$23.9K - $26.4K
|
16.7K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6Closed |
$130 - $144
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.1K- 13.07% |
$976K - $1.08M
|
300K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.4K+ 6.0% |
$484K - $535K
|
395K
$9.42M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.9K+ 38.68% |
$106K - $117K
|
17.6K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
708+ 0.43% |
$15.3K - $16.9K
|
166K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.69KNew |
$210K - $232K
|
9.69K
$231K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-11.2K- 28.04% |
$242K - $268K
|
28.7K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-50.4K- 24.15% |
$1.09M - $1.21M
|
158K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.48K+ 48.96% |
$183K - $203K
|
25.8K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.78KNew |
$81.8K - $90.5K
|
3.78K
$90.2K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.65K- 16.08% |
$101K - $111K
|
24.3K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-13.9K- 5.67% |
$300K - $331K
|
230K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.59K- 2.96% |
$77.7K - $85.9K
|
117K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.7K+ 8.16% |
$664K - $734K
|
407K
$9.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.8K+ 8.1% |
$797K - $881K
|
491K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
288+ 0.56% |
$6.23K - $6.89K
|
51.9K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$546K - $604K
|
25.2K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-735- 3.33% |
$15.9K - $17.6K
|
21.3K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43K+ 18.23% |
$931K - $1.03M
|
279K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33+ 0.01% |
$714 - $790
|
299K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 2.23% |
$342K - $378K
|
724K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.64K+ 3.74% |
$100K - $111K
|
129K
$3.07M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-453- 32.33% |
$9.8K - $10.8K
|
948
$22.6K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.3K- 10.84% |
$49.8K - $55K
|
18.9K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.9K+ 3.79% |
$409K - $453K
|
519K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 18.85% |
$231K - $255K
|
45.9K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-263- 2.86% |
$5.69K - $6.29K
|
8.92K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
200New |
$4.33K - $4.79K
|
200
$4.77K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 9.41% |
$543K - $600K
|
292K
$6.96M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
213+ 1.72% |
$4.61K - $5.1K
|
12.6K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.53K+ 4.27% |
$141K - $156K
|
160K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 17.35% |
$62.1K - $68.6K
|
13.7K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
233+ 1.87% |
$5.04K - $5.58K
|
12.7K
$303K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
83New |
$1.8K - $1.99K
|
83
$1.98K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-690- 57.98% |
$14.9K - $16.5K
|
500
$11.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 1.16% |
$563 - $622
|
2.28K
$54.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.57K+ 40.89% |
$142K - $157K
|
22.6K
$540K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.5K - $62.5K
|
2.61K
$62.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
163+ 0.68% |
$3.53K - $3.9K
|
24K
$572K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.68KNew |
$36.3K - $40.2K
|
1.68K
$40K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-976- 3.85% |
$21.1K - $23.4K
|
24.4K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.33K+ 19.07% |
$72.1K - $79.8K
|
20.8K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 57.12% |
$242K - $267K
|
30.7K
$733K
|
|