Latest Institutional Purchases of John Hancock Tax Advantaged Dividend Income Fund (HTD)
This list provides information on the latest institutional transactions involving John Hancock Tax Advantaged Dividend Income Fund (HTD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150New |
$3.13K - $3.61K
|
150
$3.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147+ 0.35% |
$3.06K - $3.53K
|
42.3K
$1.01M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43K+ 18.23% |
$931K - $1.03M
|
279K
$6.65M
|
|
|
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
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.7K+ 8.16% |
$664K - $734K
|
407K
$9.7M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.2KNew |
$546K - $604K
|
25.2K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.1K+ 9.41% |
$543K - $600K
|
292K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.4K+ 6.0% |
$484K - $535K
|
395K
$9.42M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.9K+ 3.79% |
$409K - $453K
|
519K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 2.23% |
$342K - $378K
|
724K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 57.12% |
$242K - $267K
|
30.7K
$733K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.5K+ 19.63% |
$227K - $251K
|
63.9K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.72KNew |
$210K - $233K
|
9.72K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.69KNew |
$210K - $232K
|
9.69K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.48K+ 48.96% |
$183K - $203K
|
25.8K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.57K+ 40.89% |
$142K - $157K
|
22.6K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.53K+ 4.27% |
$141K - $156K
|
160K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.9K+ 38.68% |
$106K - $117K
|
17.6K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.64K+ 3.74% |
$100K - $111K
|
129K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.02K+ 100525.0% |
$87K - $96.2K
|
4.03K
$96K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.78KNew |
$81.8K - $90.5K
|
3.78K
$90.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.33K+ 19.07% |
$72.1K - $79.8K
|
20.8K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.5K - $62.5K
|
2.61K
$62.3K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$47.7K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.68KNew |
$36.3K - $40.2K
|
1.68K
$40K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
708+ 0.43% |
$15.3K - $16.9K
|
166K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
288+ 0.56% |
$6.23K - $6.89K
|
51.9K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
233+ 1.87% |
$5.04K - $5.58K
|
12.7K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
213+ 1.72% |
$4.61K - $5.1K
|
12.6K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
200New |
$4.33K - $4.79K
|
200
$4.77K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
163+ 0.68% |
$3.53K - $3.9K
|
24K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
83New |
$1.8K - $1.99K
|
83
$1.98K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
33+ 0.01% |
$714 - $790
|
299K
$7.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
26+ 1.16% |
$563 - $622
|
2.28K
$54.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.05% |
$130 - $144
|
12.1K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
42.2KNew |
$902K - $996K
|
42.2K
$1.01M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 17.88% |
$489K - $540K
|
151K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
14KNew |
$300K - $331K
|
14K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
13.8KNew |
$295K - $326K
|
13.8K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.2KNew |
$239K - $264K
|
11.2K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$232K - $256K
|
10.8K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.16KNew |
$196K - $217K
|
9.16K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.09KNew |
$44.7K - $49.4K
|
2.09K
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 34.09% |
$40.1K - $44.3K
|
7.38K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552New |
$11.8K - $13K
|
552
$13.2K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$10.7K - $11.8K
|
500
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
475New |
$10.2K - $11.2K
|
475
$11.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
344New |
$7.37K - $8.13K
|
344
$8.2K
|
|