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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 61.06% |
$5.18M - $5.99M
|
164K
$3.59M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-39.8K- 55.11% |
$798K - $923K
|
32.4K
$706K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-36.5K- 96.61% |
$732K - $847K
|
1.28K
$27.9K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.9K- 35.57% |
$580K - $670K
|
52.3K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.6K- 5.81% |
$435K - $503K
|
351K
$7.65M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.3K- 35.28% |
$347K - $401K
|
31.7K
$691K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.83K- 0.99% |
$137K - $159K
|
684K
$14.9M
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.81K- 9.99% |
$117K - $135K
|
52.4K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.61K- 2.25% |
$113K - $130K
|
243K
$5.3M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.54K- 21.49% |
$91.1K - $105K
|
16.6K
$361K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.86K- 11.1% |
$77.6K - $89.7K
|
30.9K
$674K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.6K- 3.78% |
$72.3K - $83.6K
|
91.6K
$2M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.77K- 19.23% |
$55.7K - $64.4K
|
11.7K
$254K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.63K- 6.08% |
$52.7K - $61K
|
40.6K
$884K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.16K- 1.43% |
$43.4K - $50.1K
|
149K
$3.25M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.13K- 80.95% |
$42.7K - $49.3K
|
500
$10.9K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.67K- 12.16% |
$33.5K - $38.7K
|
12K
$262K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 22.17% |
$31.5K - $36.4K
|
5.5K
$120K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 3.31% |
$24.8K - $28.6K
|
36K
$785K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 9.16% |
$23.1K - $26.7K
|
11.4K
$249K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-774- 2.53% |
$15.5K - $18K
|
29.8K
$649K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-749- 1.27% |
$15K - $17.4K
|
58.3K
$1.27M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-697- 3.9% |
$14K - $16.2K
|
17.2K
$374K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$10K - $11.6K
|
0
$0
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 29.41% |
$5.02K - $5.81K
|
600
$13.1K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-243- 2.61% |
$4.88K - $5.64K
|
9.06K
$197K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 17.08% |
$1.95K - $2.25K
|
471
$10.3K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36- 0.15% |
$723 - $836
|
23.7K
$517K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- 0.01% |
$20.1 - $23.2
|
10K
$219K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-26.8K- 33.88% |
$496K - $556K
|
52.3K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.01K- 21.87% |
$111K - $125K
|
21.5K
$468K
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-1.85K- 4.61% |
$34.2K - $38.3K
|
38.2K
$833K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.29K- 33.04% |
$23.8K - $26.7K
|
2.61K
$56.9K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1K- 6.02% |
$18.5K - $20.8K
|
15.6K
$340K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890- 56.22% |
$16.5K - $18.5K
|
693
$15.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-839- 73.66% |
$15.5K - $17.4K
|
300
$6.54K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.1K- 8.96% |
$319K - $341K
|
174K
$3.78M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.06K- 25.96% |
$38.3K - $41K
|
5.86K
$128K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-140- 21.88% |
$2.61K - $2.79K
|
500
$10.9K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$74.6 - $79.7
|
10.1K
$220K
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95K- 55.79% |
$96.2K - $114K
|
4.72K
$103K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 0.79% |
$372 - $439
|
2.88K
$62.7K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.02% |
$16.2 - $19.1
|
4.03K
$87.7K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-782- 2.75% |
$13.8K - $16.4K
|
27.7K
$603K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-625- 24.59% |
$11K - $13.1K
|
1.92K
$41.8K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1K- 4.05% |
$19.4K - $22.1K
|
23.7K
$517K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.8K- 47.37% |
$36.3K - $44.4K
|
2K
$43.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.79K- 14.31% |
$36.1K - $44.3K
|
10.7K
$234K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-982- 9.46% |
$19.9K - $23.5K
|
9.39K
$205K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-60- 3.56% |
$1.22K - $1.44K
|
1.63K
$35.4K
|