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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.63K- 6.08% |
$52.7K - $61K
|
40.6K
$891K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11K+ 1303.08% |
$221K - $255K
|
11.8K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.6K- 3.78% |
$72.3K - $83.6K
|
91.6K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.9K- 35.57% |
$580K - $670K
|
52.3K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-697- 3.9% |
$14K - $16.2K
|
17.2K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-749- 1.27% |
$15K - $17.4K
|
58.3K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 61.06% |
$5.18M - $5.99M
|
164K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 8.97% |
$209K - $241K
|
126K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
175New |
$3.51K - $4.06K
|
175
$3.84K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-243- 2.61% |
$4.88K - $5.64K
|
9.06K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 0.24% |
$542 - $627
|
11.5K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.49% |
$502 - $581
|
5.15K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.13K- 80.95% |
$42.7K - $49.3K
|
500
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
332+ 1.91% |
$6.67K - $7.71K
|
17.7K
$390K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$10K - $11.6K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.74% |
$20.1K - $23.2K
|
27.7K
$609K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.77K- 19.23% |
$55.7K - $64.4K
|
11.7K
$256K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.13KNew |
$183K - $212K
|
9.13K
$201K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-774- 2.53% |
$15.5K - $18K
|
29.8K
$654K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-839- 73.66% |
$15.5K - $17.4K
|
300
$6.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
21.5KNew |
$397K - $446K
|
21.5K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2KNew |
$188K - $211K
|
10.2K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.01K- 21.87% |
$111K - $125K
|
21.5K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-1.85K- 4.61% |
$34.2K - $38.3K
|
38.2K
$840K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3KNew |
$55.5K - $62.3K
|
3K
$65.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890- 56.22% |
$16.5K - $18.5K
|
693
$15.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1K- 6.02% |
$18.5K - $20.8K
|
15.6K
$343K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-26.8K- 33.88% |
$496K - $556K
|
52.3K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
168New |
$3.11K - $3.49K
|
168
$3.69K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.99KNew |
$185K - $207K
|
9.99K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
790New |
$14.6K - $16.4K
|
790
$17.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 14.71% |
$13.9K - $15.6K
|
5.85K
$129K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
16.1KNew |
$297K - $334K
|
16.1K
$353K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.29K- 33.04% |
$23.8K - $26.7K
|
2.61K
$57.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$190K - $203K
|
10.2K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$18.7 - $19.9
|
1
$22
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.1K- 8.96% |
$319K - $341K
|
174K
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.9K+ 112.11% |
$296K - $317K
|
30.1K
$660K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.06K- 25.96% |
$38.3K - $41K
|
5.86K
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$74.6 - $79.7
|
10.1K
$222K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-140- 21.88% |
$2.61K - $2.79K
|
500
$11K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.25K+ 647.32% |
$117K - $138K
|
8.37K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.6K+ 50.77% |
$90.5K - $107K
|
16.6K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.6KNew |
$42K - $49.6K
|
2.6K
$57.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95K- 55.79% |
$96.2K - $114K
|
4.72K
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11.9KNew |
$192K - $226K
|
11.9K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.02% |
$16.2 - $19.1
|
4.03K
$88.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
309New |
$5K - $5.9K
|
309
$6.79K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$22.6K - $26.7K
|
1.4K
$30.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
220New |
$3.56K - $4.2K
|
220
$4.83K
|
|