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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$18.7 - $19.9
|
1
$22
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11.9KNew |
$192K - $226K
|
11.9K
$261K
|
|
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
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$22.6K - $26.7K
|
1.4K
$30.8K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
309New |
$5K - $5.9K
|
309
$6.79K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
220New |
$3.56K - $4.2K
|
220
$4.83K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.36K+ 5.06% |
$41.6K - $49.2K
|
48.9K
$1.07M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.11KNew |
$19.5K - $23.1K
|
1.11K
$24.3K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
551New |
$9.73K - $11.5K
|
551
$12.1K
|
|
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 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.59KNew |
$30.9K - $35.1K
|
1.59K
$35K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.5KNew |
$29.1K - $33.1K
|
1.5K
$33K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$19.4K - $22.1K
|
1K
$22K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$14.1K - $16K
|
725
$15.9K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$11.7K - $13.2K
|
600
$13.2K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
395New |
$7.67K - $8.71K
|
395
$8.68K
|
|
Q1 2023 | |||||||
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12.5KNew |
$251K - $308K
|
12.5K
$274K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$203K - $248K
|
10.1K
$221K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$195K - $239K
|
9.7K
$213K
|
|
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
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$207K - $244K
|
10.2K
$224K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.54KNew |
$173K - $204K
|
8.54K
$188K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.08KNew |
$42.1K - $49.7K
|
2.08K
$45.7K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 5.52% |
$36.7K - $43.4K
|
34.7K
$762K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.39KNew |
$28.2K - $33.3K
|
1.39K
$30.6K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$20.3K - $24K
|
1K
$22.1K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
707New |
$14.3K - $16.9K
|
707
$15.5K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$11K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$6.48K - $7.65K
|
320
$7.03K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84New |
$1.7K - $2.01K
|
84
$1.85K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44New |
$891 - $1.05K
|
44
$967
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.1KNew |
$440K - $547K
|
21.1K
$464K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.9KNew |
$206K - $257K
|
9.9K
$218K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.36KNew |
$90.8K - $113K
|
4.36K
$95.7K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
399New |
$8.32K - $10.3K
|
399
$8.77K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119+ 31.73% |
$2.48K - $3.08K
|
494
$10.9K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.8KNew |
$79.4K - $99.9K
|
3.8K
$83.5K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.72KNew |
$77.7K - $97.7K
|
3.72K
$81.7K
|
|
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
|
|
Q1 2022 | |||||||
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
50KNew |
$1.17M - $1.32M
|
50K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.2KNew |
$285K - $321K
|
12.2K
$268K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
439New |
$10.3K - $11.6K
|
439
$9.64K
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.52KNew |
$34.8K - $39.6K
|
1.52K
$33.3K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05MNew |
$23.9M - $27M
|
1.05M
$23M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
5KNew |
$114K - $129K
|
5K
$110K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$11.4K - $12.9K
|
500
$11K
|