Purchases and Sales Made in Q1 2022 in John Hancock Tax Advantaged Dividend Income Fund (HTD)
This table provides information about the institutional ownership of John Hancock Tax Advantaged Dividend Income Fund (HTD) during Q1 2022. The information is specifically focused on institutions that hold shares of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
87.5K+ 51.96% |
$2.04M - $2.3M
|
256K
$5.79M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
50KNew |
$1.17M - $1.32M
|
50K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 19.47% |
$711K - $801K
|
187K
$4.23M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 11.37% |
$406K - $457K
|
170K
$3.85M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 18.47% |
$299K - $337K
|
82.2K
$1.86M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.2KNew |
$285K - $321K
|
12.2K
$276K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.1KNew |
$282K - $317K
|
12.1K
$273K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.7K+ 5.21% |
$251K - $282K
|
217K
$4.9M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6KNew |
$247K - $279K
|
10.6K
$240K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.32K+ 417.75% |
$171K - $193K
|
9.07K
$205K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.99K+ 2994.0% |
$140K - $158K
|
6.19K
$140K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.3K+ 14.28% |
$124K - $139K
|
42.4K
$960K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
4.42KNew |
$103K - $116K
|
4.42K
$100K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27K+ 4.96% |
$99.6K - $112K
|
90.3K
$2.04M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.11K+ 3.28% |
$96.1K - $108K
|
129K
$2.93M
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.11K+ 3.28% |
$96.1K - $108K
|
129K
$2.93M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.43K+ 3.02% |
$80.1K - $90.3K
|
117K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.9KNew |
$67.7K - $76.3K
|
2.9K
$65.6K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 1.65% |
$55.1K - $62.1K
|
146K
$3.29M
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.13K+ 12.91% |
$49.7K - $56K
|
18.6K
$421K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.11K+ 5.12% |
$49.4K - $55.6K
|
43.4K
$981K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 3.01% |
$39.6K - $44.6K
|
58.1K
$1.31M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.48K+ 12.99% |
$34.7K - $39K
|
12.9K
$292K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.48K+ 11.7% |
$34.5K - $38.9K
|
14.1K
$320K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21KNew |
$28.2K - $31.8K
|
1.21K
$27.3K
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.06KNew |
$24.8K - $27.9K
|
1.06K
$24K
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
702+ 7.07% |
$16.4K - $18.5K
|
10.6K
$240K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
637New |
$14.9K - $16.8K
|
637
$14.4K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
439New |
$10.3K - $11.6K
|
439
$9.93K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
400+ 41.84% |
$9.34K - $10.5K
|
1.36K
$30.7K
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
350+ 0.66% |
$8.18K - $9.21K
|
53.3K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
328+ 1.1% |
$7.66K - $8.63K
|
30.1K
$681K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
300+ 1.39% |
$7.01K - $7.89K
|
21.9K
$497K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
233New |
$5.44K - $6.13K
|
233
$5.27K
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
200+ 0.91% |
$4.67K - $5.26K
|
22.3K
$504K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
181New |
$4.23K - $4.76K
|
181
$4.1K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
109New |
$2.55K - $2.87K
|
109
$2.47K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.67% |
$2.34K - $2.63K
|
15.1K
$342K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
92+ 0.54% |
$2.15K - $2.42K
|
17.1K
$386K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
75+ 0.78% |
$1.75K - $1.97K
|
9.73K
$220K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
32+ 0.55% |
$748 - $842
|
5.82K
$132K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$654 - $737
|
10.5K
$239K
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$187 - $210
|
10.6K
$239K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27- 0.08% |
$631 - $710
|
35.1K
$794K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-35- 0.3% |
$818 - $921
|
11.8K
$266K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-79- 0.33% |
$1.85K - $2.08K
|
24.2K
$547K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-95Closed |
$2.22K - $2.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107- 0.41% |
$2.5K - $2.82K
|
26.3K
$594K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-161- 9.52% |
$3.76K - $4.24K
|
1.53K
$34.6K
|