Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-565- 1.96% |
$11.8K - $13.6K
|
28.2K
$673K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-50.4K- 24.15% |
$1.09M - $1.21M
|
158K
$3.77M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.1K- 13.07% |
$976K - $1.08M
|
300K
$7.15M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-13.9K- 5.67% |
$300K - $331K
|
230K
$5.49M
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-11.2K- 28.04% |
$242K - $268K
|
28.7K
$685K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 18.85% |
$231K - $255K
|
45.9K
$1.1M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.6K- 53.01% |
$143K - $158K
|
5.85K
$140K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.65K- 16.08% |
$101K - $111K
|
24.3K
$579K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.59K- 2.96% |
$77.7K - $85.9K
|
117K
$2.8M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 17.35% |
$62.1K - $68.6K
|
13.7K
$326K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.3K- 10.84% |
$49.8K - $55K
|
18.9K
$451K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.53K- 1.71% |
$33.2K - $36.7K
|
88.2K
$2.1M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 9.94% |
$24.7K - $27.4K
|
10.4K
$247K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.11K- 6.2% |
$23.9K - $26.4K
|
16.7K
$399K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 10.01% |
$21.6K - $23.9K
|
8.99K
$214K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-976- 3.85% |
$21.1K - $23.4K
|
24.4K
$582K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-735- 3.33% |
$15.9K - $17.6K
|
21.3K
$509K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-690- 57.98% |
$14.9K - $16.5K
|
500
$11.9K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-477- 3.88% |
$10.3K - $11.4K
|
11.8K
$282K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-453- 32.33% |
$9.8K - $10.8K
|
948
$22.6K
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-263- 2.86% |
$5.69K - $6.29K
|
8.92K
$213K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-255- 3.29% |
$5.52K - $6.1K
|
7.5K
$179K
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-145- 11.15% |
$3.14K - $3.47K
|
1.16K
$27.5K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-44- 0.1% |
$952 - $1.05K
|
44.1K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6Closed |
$130 - $144
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.71K- 18.47% |
$122K - $135K
|
25.2K
$601K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.57K- 28.41% |
$55.1K - $60.8K
|
6.48K
$155K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-117- 66.86% |
$2.5K - $2.77K
|
58
$1.38K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-100- 0.89% |
$2.14K - $2.36K
|
11.2K
$266K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44- 0.44% |
$942 - $1.04K
|
9.99K
$238K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 61.06% |
$5.18M - $5.99M
|
164K
$3.92M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-39.8K- 55.11% |
$798K - $923K
|
32.4K
$772K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-36.5K- 96.61% |
$732K - $847K
|
1.28K
$30.5K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.13K- 80.95% |
$42.7K - $49.3K
|
500
$11.9K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 29.41% |
$5.02K - $5.81K
|
600
$14.3K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 17.08% |
$1.95K - $2.25K
|
471
$11.2K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.01K- 21.87% |
$111K - $125K
|
21.5K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-1.85K- 4.61% |
$34.2K - $38.3K
|
38.2K
$911K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1K- 6.02% |
$18.5K - $20.8K
|
15.6K
$372K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890- 56.22% |
$16.5K - $18.5K
|
693
$16.5K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.1K- 8.96% |
$319K - $341K
|
174K
$4.14M
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$74.6 - $79.7
|
10.1K
$241K
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 0.79% |
$372 - $439
|
2.88K
$68.6K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-782- 2.75% |
$13.8K - $16.4K
|
27.7K
$660K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-625- 24.59% |
$11K - $13.1K
|
1.92K
$45.7K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1K- 4.05% |
$19.4K - $22.1K
|
23.7K
$566K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.8K- 47.37% |
$36.3K - $44.4K
|
2K
$47.7K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.79K- 14.31% |
$36.1K - $44.3K
|
10.7K
$256K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-982- 9.46% |
$19.9K - $23.5K
|
9.39K
$224K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-60- 3.56% |
$1.22K - $1.44K
|
1.63K
$38.8K
|