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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$11.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$6.48K - $7.65K
|
320
$7.63K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84New |
$1.7K - $2.01K
|
84
$2K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44New |
$891 - $1.05K
|
44
$1.05K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.9KNew |
$206K - $257K
|
9.9K
$236K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
399New |
$8.32K - $10.3K
|
399
$9.52K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119+ 31.73% |
$2.48K - $3.08K
|
494
$11.8K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.8KNew |
$79.4K - $99.9K
|
3.8K
$90.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.72KNew |
$77.7K - $97.7K
|
3.72K
$88.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
377+ 2.58% |
$7.88K - $9.91K
|
15K
$358K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$585 - $736
|
10.6K
$252K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
50KNew |
$1.17M - $1.32M
|
50K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.2KNew |
$285K - $321K
|
12.2K
$291K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.52KNew |
$34.8K - $39.6K
|
1.52K
$36.2K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05MNew |
$23.9M - $27M
|
1.05M
$24.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
5KNew |
$114K - $129K
|
5K
$119K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$11.4K - $12.9K
|
500
$11.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
500New |
$11.4K - $12.9K
|
500
$11.9K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
60New |
$1.41K - $1.54K
|
60
$1.43K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4New |
$94 - $103
|
4
$95.4
|
|
| Q1 2021 | |||||||
|
Apr 05, 2021
Q1 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
10.5K+ 60.69% |
$217K - $247K
|
27.8K
$663K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
103KNew |
$1.58M - $2.24M
|
103K
$2.45M
|
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.6KNew |
$86.5K - $122K
|
5.6K
$134K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.1KNew |
$29.2K - $31.1K
|
1.1K
$26.2K
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$13.3K - $14.2K
|
500
$11.9K
|
|
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
85+ 1.05% |
$2.26K - $2.41K
|
8.17K
$195K
|
|
| Q3 2019 | |||||||
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$24.9K - $28.4K
|
1K
$23.9K
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2KNew |
$41.5K - $49.5K
|
2K
$47.6K
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
500New |
$9.85K - $11.7K
|
500
$11.9K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
18.9KNew |
$429K - $449K
|
18.9K
$450K
|
|
| Q1 2018 | |||||||
|
Apr 12, 2018
Q1 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
400New |
$8.5K - $9.52K
|
400
$9.54K
|
|
| Q2 2017 | |||||||
|
Aug 10, 2017
Q2 2017
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$96.8K
|
|