Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
95.3K+ 12.9% |
$1.99M - $2.5M
|
834K
$18.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 21.27% |
$876K - $1.1M
|
239K
$5.25M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 21.27% |
$876K - $1.1M
|
239K
$5.25M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 22.01% |
$715K - $900K
|
190K
$4.17M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.8K+ 4.33% |
$309K - $388K
|
356K
$7.81M
|
|
Aug 10, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
13.3KNew |
$278K - $350K
|
13.3K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.8K+ 7.5% |
$267K - $336K
|
183K
$4.02M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 7.81% |
$238K - $299K
|
157K
$3.45M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.43K+ 34.92% |
$176K - $222K
|
32.6K
$716K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.41K+ 7.18% |
$176K - $221K
|
126K
$2.76M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.65K+ 32.89% |
$97.1K - $122K
|
18.8K
$412K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.42K+ 3.41% |
$92.3K - $116K
|
134K
$2.94M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.01K+ 4.87% |
$83.7K - $105K
|
86.2K
$1.89M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3.84K+ 250.82% |
$80.2K - $101K
|
5.37K
$118K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.8KNew |
$79.4K - $99.9K
|
3.8K
$83.5K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.77KNew |
$78.7K - $99K
|
3.77K
$82.8K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.72KNew |
$77.7K - $97.7K
|
3.72K
$81.7K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.62K+ 9.98% |
$54.7K - $68.9K
|
28.9K
$635K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.46K+ 4.23% |
$51.3K - $64.6K
|
60.5K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.16K+ 0.63% |
$45K - $56.7K
|
346K
$7.61M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$41.8K - $52.6K
|
2K
$43.9K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.98K+ 15.3% |
$41.3K - $51.9K
|
14.9K
$327K
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.92K+ 10.3% |
$40K - $50.3K
|
20.5K
$451K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 14.94% |
$28.3K - $35.6K
|
10.4K
$229K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 11.51% |
$23.4K - $29.4K
|
10.9K
$238K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
788New |
$16.5K - $20.7K
|
788
$17.3K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
730+ 11.8% |
$15.2K - $19.2K
|
6.92K
$152K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
690+ 1.97% |
$14.4K - $18.1K
|
35.8K
$786K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
377+ 2.58% |
$7.88K - $9.91K
|
15K
$330K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
368+ 0.85% |
$7.69K - $9.67K
|
43.7K
$961K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$6.68K - $8.41K
|
320
$7.03K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
307+ 0.72% |
$6.41K - $8.07K
|
42.7K
$939K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
285+ 0.32% |
$5.95K - $7.49K
|
90.6K
$1.99M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
219+ 0.12% |
$4.57K - $5.76K
|
187K
$4.11M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
181New |
$3.78K - $4.76K
|
181
$3.98K
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47+ 0.28% |
$982 - $1.24K
|
17.1K
$376K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$585 - $736
|
10.6K
$232K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.26% |
$480 - $604
|
9.01K
$198K
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$146 - $184
|
10.6K
$233K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5+ 0.04% |
$104 - $131
|
11.3K
$249K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.01% |
$41.8 - $52.6
|
24.4K
$537K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$20.9 - $26.3
|
11.3K
$249K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-38- 0.41% |
$794 - $999
|
9.34K
$205K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-109Closed |
$2.28K - $2.86K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-181Closed |
$3.78K - $4.76K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-223- 35.01% |
$4.66K - $5.86K
|
414
$9.1K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-233Closed |
$4.87K - $6.12K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-300- 1.37% |
$6.27K - $7.88K
|
21.6K
$475K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-330- 0.49% |
$6.89K - $8.67K
|
66.6K
$1.46M
|