Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.11K- 6.2% |
$23.9K - $26.4K
|
16.7K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 9.94% |
$24.7K - $27.4K
|
10.4K
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.53K- 1.71% |
$33.2K - $36.7K
|
88.2K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.3K- 10.84% |
$49.8K - $55K
|
18.9K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 17.35% |
$62.1K - $68.6K
|
13.7K
$326K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.59K- 2.96% |
$77.7K - $85.9K
|
117K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.65K- 16.08% |
$101K - $111K
|
24.3K
$579K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.6K- 53.01% |
$143K - $158K
|
5.85K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 18.85% |
$231K - $255K
|
45.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-11.2K- 28.04% |
$242K - $268K
|
28.7K
$685K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.1K- 13.07% |
$976K - $1.08M
|
300K
$7.15M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-50.4K- 24.15% |
$1.09M - $1.21M
|
158K
$3.77M
|