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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 0.79% |
$372 - $439
|
2.88K
$63.2K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
551New |
$9.73K - $11.5K
|
551
$12.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.11KNew |
$19.5K - $23.1K
|
1.11K
$24.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-782- 2.75% |
$13.8K - $16.4K
|
27.7K
$608K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.36K+ 5.06% |
$41.6K - $49.2K
|
48.9K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-625- 24.59% |
$11K - $13.1K
|
1.92K
$42.1K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
58.7KNew |
$1.14M - $1.3M
|
58.7K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
395New |
$7.67K - $8.71K
|
395
$8.68K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1K- 4.05% |
$19.4K - $22.1K
|
23.7K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.59KNew |
$30.9K - $35.1K
|
1.59K
$35K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$11.7K - $13.2K
|
600
$13.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.5KNew |
$29.1K - $33.1K
|
1.5K
$33K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$14.1K - $16K
|
725
$15.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$19.4K - $22.1K
|
1K
$22K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$195K - $239K
|
9.7K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$203K - $248K
|
10.1K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.33KNew |
$107K - $132K
|
5.33K
$117K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.97KNew |
$39.7K - $48.6K
|
1.97K
$43.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.79K- 14.31% |
$36.1K - $44.3K
|
10.7K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.8K- 47.37% |
$36.3K - $44.4K
|
2K
$43.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12.5KNew |
$251K - $308K
|
12.5K
$274K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84New |
$1.7K - $2.01K
|
84
$1.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.08KNew |
$42.1K - $49.7K
|
2.08K
$45.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.39KNew |
$28.2K - $33.3K
|
1.39K
$30.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-60- 3.56% |
$1.22K - $1.44K
|
1.63K
$35.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 5.52% |
$36.7K - $43.4K
|
34.7K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$6.48K - $7.65K
|
320
$7.03K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
707New |
$14.3K - $16.9K
|
707
$15.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$207K - $244K
|
10.2K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$11K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44New |
$891 - $1.05K
|
44
$967
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.54KNew |
$173K - $204K
|
8.54K
$188K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-982- 9.46% |
$19.9K - $23.5K
|
9.39K
$206K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$20.3K - $24K
|
1K
$22.1K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119+ 31.73% |
$2.48K - $3.08K
|
494
$10.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.9KNew |
$206K - $257K
|
9.9K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-781- 65.08% |
$16.3K - $20.2K
|
419
$9.21K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.36KNew |
$90.8K - $113K
|
4.36K
$95.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.1KNew |
$440K - $547K
|
21.1K
$464K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
399New |
$8.32K - $10.3K
|
399
$8.77K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-9.16K- 48.75% |
$191K - $237K
|
9.63K
$212K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.6KClosed |
$221K - $278K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.19K- 1.64% |
$87.5K - $110K
|
252K
$5.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.8KNew |
$79.4K - $99.9K
|
3.8K
$83.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-375- 3.31% |
$7.83K - $9.86K
|
10.9K
$240K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-1.06KClosed |
$22.2K - $27.9K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
377+ 2.58% |
$7.88K - $9.91K
|
15K
$330K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$585 - $736
|
10.6K
$232K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.72KNew |
$77.7K - $97.7K
|
3.72K
$81.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-8.37KClosed |
$175K - $220K
|
0
$0
|
|