Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
94.6K+ 27.32% |
$1.97M - $2.45M
|
441K
$9.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
42.6KNew |
$888K - $1.1M
|
42.6K
$936K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3K+ 80.72% |
$548K - $682K
|
58.9K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.3KNew |
$485K - $603K
|
23.3K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
21.1KNew |
$440K - $547K
|
21.1K
$464K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.1K+ 15.98% |
$418K - $520K
|
146K
$3.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 21.48% |
$411K - $511K
|
111K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.7K+ 8.6% |
$328K - $407K
|
199K
$4.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.9KNew |
$206K - $257K
|
9.9K
$218K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.68K+ 57.42% |
$181K - $225K
|
23.8K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.12K+ 3.81% |
$148K - $184K
|
194K
$4.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.83K+ 1.36% |
$101K - $125K
|
360K
$7.93M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.77K+ 5.3% |
$99.5K - $124K
|
94.8K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.36KNew |
$90.8K - $113K
|
4.36K
$95.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 4.28% |
$46.8K - $58.2K
|
54.7K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.15K+ 1.09% |
$44.8K - $55.7K
|
200K
$4.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.05K+ 9.98% |
$42.7K - $53K
|
22.6K
$496K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.8K+ 90.0% |
$37.5K - $46.6K
|
3.8K
$83.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.64K+ 1.9% |
$34.2K - $42.4K
|
87.8K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 9.6% |
$21.7K - $27K
|
11.9K
$262K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03K+ 11.07% |
$21.6K - $26.8K
|
10.4K
$228K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
974+ 123.6% |
$20.3K - $25.2K
|
1.76K
$38.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
888+ 5.97% |
$18.5K - $23K
|
15.8K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
692+ 0.52% |
$14.4K - $17.9K
|
135K
$2.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
552+ 2.55% |
$11.5K - $14.3K
|
22.2K
$488K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
399New |
$8.32K - $10.3K
|
399
$8.77K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
380+ 1.28% |
$7.92K - $9.85K
|
30.1K
$662K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
358+ 0.54% |
$7.46K - $9.28K
|
66.9K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
317+ 1.1% |
$6.61K - $8.21K
|
29.2K
$642K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
206+ 1.82% |
$4.3K - $5.34K
|
11.5K
$254K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119+ 31.73% |
$2.48K - $3.08K
|
494
$10.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 0.43% |
$1.54K - $1.92K
|
17.2K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9+ 0.09% |
$188 - $233
|
10.6K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5New |
$104 - $130
|
5
$110
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93- 0.21% |
$1.94K - $2.41K
|
43.6K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-176- 0.29% |
$3.67K - $4.56K
|
60.4K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-224- 0.25% |
$4.67K - $5.8K
|
90.4K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-378- 1.55% |
$7.88K - $9.79K
|
24K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-781- 65.08% |
$16.3K - $20.2K
|
419
$9.21K
|
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-829- 6.22% |
$17.3K - $21.5K
|
12.5K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-953- 17.48% |
$19.9K - $24.7K
|
4.5K
$99K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.06K- 0.81% |
$22K - $27.3K
|
129K
$2.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.38K- 0.17% |
$28.8K - $35.8K
|
832K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 4.01% |
$35.7K - $44.4K
|
41K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.29K- 1.46% |
$47.7K - $59.3K
|
155K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.91K- 8.14% |
$60.7K - $75.4K
|
32.9K
$723K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.98K- 15.85% |
$62K - $77.1K
|
15.8K
$347K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.8K- 70.77% |
$79.3K - $98.5K
|
1.57K
$34.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-9.16K- 48.75% |
$191K - $237K
|
9.63K
$212K
|