Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
178KNew |
$3.31M - $3.54M
|
178K
$3.91M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 43.61% |
$1.46M - $1.56M
|
258K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.5K+ 43.61% |
$1.46M - $1.56M
|
258K
$5.68M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
61.3K+ 342.2% |
$1.14M - $1.22M
|
79.2K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
49K+ 7.54% |
$914K - $977K
|
700K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 14.12% |
$848K - $906K
|
367K
$8.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 6.49% |
$470K - $502K
|
413K
$9.09M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
24.9K+ 14.81% |
$465K - $497K
|
193K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.8K+ 7.97% |
$351K - $375K
|
255K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 20.55% |
$334K - $357K
|
105K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.1K+ 7.84% |
$319K - $341K
|
235K
$5.18M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.9K+ 112.11% |
$296K - $317K
|
30.1K
$661K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 38.84% |
$290K - $310K
|
55.7K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.9KNew |
$278K - $297K
|
14.9K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.7KNew |
$256K - $273K
|
13.7K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12KNew |
$224K - $239K
|
12K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
11.3K+ 74.15% |
$211K - $225K
|
26.6K
$584K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.7K+ 10.37% |
$200K - $214K
|
114K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
10.5KNew |
$196K - $210K
|
10.5K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$190K - $203K
|
10.2K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.45K+ 11.31% |
$158K - $168K
|
83.1K
$1.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 26.35% |
$104K - $111K
|
26.8K
$589K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.04K+ 11.78% |
$75.4K - $80.6K
|
38.4K
$844K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$72.8K - $77.7K
|
3.9K
$85.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85K+ 126.67% |
$53.2K - $56.8K
|
5.1K
$112K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 2.87% |
$42.2K - $45.1K
|
81K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.74K+ 40.33% |
$32.5K - $34.7K
|
6.07K
$133K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.58KNew |
$29.5K - $31.5K
|
1.58K
$34.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.35K+ 8.52% |
$25.2K - $27K
|
17.2K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14KNew |
$21.2K - $22.7K
|
1.14K
$25K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
773+ 1.8% |
$14.4K - $15.4K
|
43.8K
$964K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
554+ 3.62% |
$10.3K - $11K
|
15.8K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
250+ 41.67% |
$4.66K - $4.98K
|
850
$18.7K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
249+ 0.81% |
$4.64K - $4.96K
|
30.9K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
227+ 1.3% |
$4.23K - $4.52K
|
17.6K
$388K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
192+ 1.64% |
$3.58K - $3.83K
|
11.9K
$262K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 0.74% |
$1.64K - $1.75K
|
11.9K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 8.36% |
$839 - $897
|
583
$12.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 0.25% |
$541 - $578
|
11.4K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$18.7 - $19.9
|
1
$22
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$74.6 - $79.7
|
10.1K
$222K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-140- 21.88% |
$2.61K - $2.79K
|
500
$11K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-150- 1.96% |
$2.8K - $2.99K
|
7.5K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-522- 1.86% |
$9.74K - $10.4K
|
27.5K
$604K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-644- 4.28% |
$12K - $12.8K
|
14.4K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-655- 1.87% |
$12.2K - $13.1K
|
34.4K
$756K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-659- 33.33% |
$12.3K - $13.1K
|
1.32K
$29K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-900- 23.68% |
$16.8K - $17.9K
|
2.9K
$63.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.21K- 5.28% |
$22.6K - $24.2K
|
21.8K
$479K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.23K- 1.04% |
$22.9K - $24.5K
|
117K
$2.57M
|