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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 0.6% |
$1.46K - $1.61K
|
11.5K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20New |
$428 - $473
|
20
$477
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 98.62% |
$609K - $705K
|
61.1K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 52.26% |
$502K - $581K
|
72.8K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$269K - $311K
|
13.4K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11K+ 1303.08% |
$221K - $255K
|
11.8K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 8.97% |
$209K - $241K
|
126K
$3.01M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5.12KNew |
$103K - $119K
|
5.12K
$122K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.07K+ 168.96% |
$102K - $118K
|
8.08K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.2K+ 42.68% |
$64.3K - $74.3K
|
10.7K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 30.3% |
$20.1K - $23.2K
|
4.3K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.74% |
$20.1K - $23.2K
|
27.7K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
332+ 1.91% |
$6.67K - $7.71K
|
17.7K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
300+ 25.0% |
$6.02K - $6.97K
|
1.5K
$35.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
276New |
$5.54K - $6.41K
|
276
$6.58K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
21.5KNew |
$397K - $446K
|
21.5K
$512K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
16.1KNew |
$297K - $334K
|
16.1K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2KNew |
$188K - $211K
|
10.2K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3KNew |
$55.5K - $62.3K
|
3K
$71.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
168New |
$3.11K - $3.49K
|
168
$4.01K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.9K+ 112.11% |
$296K - $317K
|
30.1K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$190K - $203K
|
10.2K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$18.7 - $19.9
|
1
$23.9
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11.9KNew |
$192K - $226K
|
11.9K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.6KNew |
$42K - $49.6K
|
2.6K
$62K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$22.6K - $26.7K
|
1.4K
$33.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
309New |
$5K - $5.9K
|
309
$7.37K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
220New |
$3.56K - $4.2K
|
220
$5.25K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.36K+ 5.06% |
$41.6K - $49.2K
|
48.9K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.11KNew |
$19.5K - $23.1K
|
1.11K
$26.4K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
551New |
$9.73K - $11.5K
|
551
$13.1K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
58.7KNew |
$1.14M - $1.3M
|
58.7K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.59KNew |
$30.9K - $35.1K
|
1.59K
$38K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.5KNew |
$29.1K - $33.1K
|
1.5K
$35.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$19.4K - $22.1K
|
1K
$23.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$14.1K - $16K
|
725
$17.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$11.7K - $13.2K
|
600
$14.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
395New |
$7.67K - $8.71K
|
395
$9.42K
|
|
| Q1 2023 | |||||||
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12.5KNew |
$251K - $308K
|
12.5K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$203K - $248K
|
10.1K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$195K - $239K
|
9.7K
$231K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.33KNew |
$107K - $132K
|
5.33K
$127K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.97KNew |
$39.7K - $48.6K
|
1.97K
$47K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$207K - $244K
|
10.2K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.54KNew |
$173K - $204K
|
8.54K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.08KNew |
$42.1K - $49.7K
|
2.08K
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 5.52% |
$36.7K - $43.4K
|
34.7K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.39KNew |
$28.2K - $33.3K
|
1.39K
$33.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$20.3K - $24K
|
1K
$23.9K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
707New |
$14.3K - $16.9K
|
707
$16.9K
|
|