Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.9K+ 30.39% |
$1.37M - $1.68M
|
291K
$6.35M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
46.5KNew |
$937K - $1.15M
|
46.5K
$1.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 4.51% |
$331K - $406K
|
381K
$8.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12.5KNew |
$251K - $308K
|
12.5K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$203K - $248K
|
10.1K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.7KNew |
$195K - $239K
|
9.7K
$211K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8.2K+ 514.94% |
$165K - $203K
|
9.8K
$214K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.92KNew |
$159K - $195K
|
7.92K
$173K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.92K+ 112.98% |
$139K - $171K
|
13K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.55K+ 3.34% |
$132K - $162K
|
203K
$4.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.4K+ 11.33% |
$129K - $158K
|
62.9K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.33KNew |
$107K - $132K
|
5.33K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 14.23% |
$68.6K - $84K
|
27.3K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.19K+ 12.66% |
$44.1K - $54.1K
|
19.5K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 8.94% |
$40.9K - $50.1K
|
24.7K
$539K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.97KNew |
$39.7K - $48.6K
|
1.97K
$42.9K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.63K+ 1.73% |
$32.8K - $40.2K
|
96.1K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 16.29% |
$32K - $39.2K
|
11.3K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.29K+ 0.64% |
$25.9K - $31.8K
|
203K
$4.42M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 174.84% |
$21.7K - $26.6K
|
1.69K
$36.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 9.64% |
$21.2K - $26K
|
12K
$262K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
993New |
$20K - $24.5K
|
993
$21.6K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
981+ 7.56% |
$19.8K - $24.2K
|
14K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
836+ 0.88% |
$16.8K - $20.6K
|
96.3K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
607+ 2.0% |
$12.2K - $15K
|
30.9K
$674K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$10.1K - $12.3K
|
500
$10.9K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
281+ 0.73% |
$5.66K - $6.94K
|
38.6K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
272+ 0.44% |
$5.48K - $6.72K
|
62.2K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
215+ 1.26% |
$4.33K - $5.31K
|
17.3K
$378K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
140+ 7.95% |
$2.82K - $3.46K
|
1.9K
$41.5K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
78+ 0.44% |
$1.57K - $1.93K
|
17.9K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$201 - $247
|
10.6K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.01% |
$40.3 - $49.4
|
24K
$524K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.05% |
$302 - $370
|
30.2K
$658K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 0.39% |
$5.34K - $6.54K
|
67.3K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-375- 0.29% |
$7.55K - $9.26K
|
128K
$2.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-400- 3.04% |
$8.06K - $9.88K
|
12.8K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-576- 0.38% |
$11.6K - $14.2K
|
152K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-800- 4.39% |
$16.1K - $19.8K
|
17.4K
$380K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-980- 1.52% |
$19.7K - $24.2K
|
63.3K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.14K- 1.25% |
$22.9K - $28.1K
|
90K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.66K- 12.22% |
$33.4K - $40.9K
|
11.9K
$260K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.79K- 14.31% |
$36.1K - $44.3K
|
10.7K
$234K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.8K- 47.37% |
$36.3K - $44.4K
|
2K
$43.6K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.92K- 60.65% |
$38.6K - $47.4K
|
1.25K
$27.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 4.8% |
$54.5K - $66.8K
|
53.7K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-2.75K- 7.43% |
$55.4K - $67.9K
|
34.3K
$747K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.13K- 1.61% |
$63K - $77.3K
|
191K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.35K- 7.4% |
$67.4K - $82.6K
|
41.9K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.68K- 0.43% |
$74.2K - $91K
|
853K
$18.6M
|