Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
58.7KNew |
$1.14M - $1.3M
|
58.7K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.5K+ 11.51% |
$651K - $739K
|
325K
$7.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 10.12% |
$398K - $452K
|
223K
$5.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.2K+ 12.16% |
$372K - $423K
|
177K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8K+ 1186.75% |
$287K - $326K
|
16K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14KNew |
$273K - $309K
|
14K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 7.01% |
$238K - $270K
|
187K
$4.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 7.43% |
$219K - $249K
|
163K
$3.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$199K - $226K
|
10.3K
$232K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.27K+ 1.65% |
$122K - $138K
|
387K
$8.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.17KNew |
$81K - $92K
|
4.17K
$94.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 4.52% |
$79K - $89.7K
|
94.1K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4K+ 800.0% |
$77.7K - $88.2K
|
4.5K
$102K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.92K+ 29.77% |
$56.6K - $64.3K
|
12.7K
$288K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.54KNew |
$49.4K - $56.1K
|
2.54K
$57.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.24KNew |
$43.5K - $49.4K
|
2.24K
$50.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.81KNew |
$35.1K - $39.9K
|
1.81K
$40.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.59KNew |
$30.9K - $35.1K
|
1.59K
$36K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.5KNew |
$29.1K - $33.1K
|
1.5K
$33.9K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 10.96% |
$24.1K - $27.4K
|
12.6K
$284K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$19.4K - $22.1K
|
1K
$22.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
945+ 8.17% |
$18.4K - $20.8K
|
12.5K
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
725New |
$14.1K - $16K
|
725
$16.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$11.7K - $13.2K
|
600
$13.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
411+ 2.94% |
$7.98K - $9.06K
|
14.4K
$325K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
407+ 0.97% |
$7.9K - $8.97K
|
42.3K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
395New |
$7.67K - $8.71K
|
395
$8.94K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
338+ 0.33% |
$6.56K - $7.45K
|
104K
$2.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
265+ 0.39% |
$5.15K - $5.84K
|
67.5K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
234+ 1.35% |
$4.54K - $5.16K
|
17.6K
$397K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
152+ 0.39% |
$2.95K - $3.35K
|
38.8K
$877K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
113+ 0.87% |
$2.19K - $2.49K
|
13.2K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86+ 0.48% |
$1.67K - $1.9K
|
18K
$407K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.06% |
$369 - $419
|
30.2K
$683K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$194 - $221
|
10.6K
$240K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.01% |
$58.3 - $66.2
|
24.1K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8- 0.03% |
$155 - $176
|
28.7K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-25- 0.05% |
$486 - $551
|
46.5K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-135- 1.13% |
$2.62K - $2.98K
|
11.8K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-220- 0.23% |
$4.27K - $4.85K
|
95.9K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-250- 1.28% |
$4.86K - $5.51K
|
19.2K
$436K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-325- 0.25% |
$6.31K - $7.17K
|
128K
$2.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-348- 20.56% |
$6.76K - $7.67K
|
1.35K
$30.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-525- 3.01% |
$10.2K - $11.6K
|
16.9K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1K- 4.05% |
$19.4K - $22.1K
|
23.7K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.09K- 0.36% |
$21.1K - $23.9K
|
300K
$6.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.16K- 3.75% |
$22.5K - $25.6K
|
29.8K
$674K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.76K- 92.64% |
$34.2K - $38.9K
|
140
$3.17K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.85K- 2.29% |
$36K - $40.9K
|
79K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.58K- 4.15% |
$50.2K - $57K
|
59.7K
$1.35M
|