Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78.3K+ 26.08% |
$1.38M - $1.64M
|
379K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.6KNew |
$1.09M - $1.29M
|
61.6K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
42.7K+ 1022.56% |
$753K - $892K
|
46.8K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
34.6K+ 20.28% |
$610K - $723K
|
205K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.1K+ 19.68% |
$568K - $672K
|
195K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
25.6KNew |
$452K - $535K
|
25.6K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.2KNew |
$445K - $527K
|
25.2K
$549K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
18.2KNew |
$321K - $380K
|
18.2K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 8.02% |
$265K - $313K
|
202K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
14.2KNew |
$252K - $298K
|
14.2K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6K+ 3.24% |
$222K - $262K
|
400K
$8.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.1K+ 18.62% |
$195K - $231K
|
70.5K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11KNew |
$195K - $231K
|
11K
$240K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.53K+ 23.0% |
$97.7K - $116K
|
29.6K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.29K+ 5.94% |
$93.4K - $111K
|
94.3K
$2.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.28K+ 41.69% |
$75.5K - $89.5K
|
14.5K
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.03KNew |
$71.1K - $84.2K
|
4.03K
$87.8K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.84K+ 3.69% |
$67.8K - $80.3K
|
108K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.07K+ 1.73% |
$54.2K - $64.2K
|
180K
$3.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.65K+ 8.89% |
$46.7K - $55.3K
|
32.4K
$706K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 9.31% |
$43.2K - $51.1K
|
28.7K
$626K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.36K+ 5.06% |
$41.6K - $49.2K
|
48.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.15K+ 13.42% |
$38K - $45K
|
18.2K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.77K+ 2.24% |
$31.2K - $36.9K
|
80.7K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.35K+ 10.82% |
$23.9K - $28.3K
|
13.9K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 1.82% |
$21.7K - $25.7K
|
68.8K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.16K+ 2.99% |
$20.5K - $24.2K
|
39.9K
$870K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.11KNew |
$19.5K - $23.1K
|
1.11K
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
965+ 6.71% |
$17K - $20.2K
|
15.3K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
692+ 1.75% |
$12.2K - $14.5K
|
40.3K
$879K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
634+ 4.52% |
$11.2K - $13.3K
|
14.7K
$320K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
551New |
$9.73K - $11.5K
|
551
$12K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
235+ 0.78% |
$4.15K - $4.91K
|
30.4K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 1.78% |
$5.3K - $6.27K
|
16.6K
$362K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-345- 25.65% |
$6.09K - $7.21K
|
1K
$21.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-513- 0.54% |
$9.06K - $10.7K
|
95.4K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-526- 4.95% |
$9.29K - $11K
|
10.1K
$220K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-625- 24.59% |
$11K - $13.1K
|
1.92K
$41.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-656- 48.38% |
$11.6K - $13.7K
|
700
$15.3K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-672- 5.35% |
$11.9K - $14.1K
|
11.9K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-782- 2.75% |
$13.8K - $16.4K
|
27.7K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 7.45% |
$19.9K - $23.5K
|
14K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 7.09% |
$22K - $26K
|
16.3K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.44K- 12.02% |
$25.5K - $30.2K
|
10.6K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.47K- 1.56% |
$25.9K - $30.7K
|
92.6K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.49K- 18.93% |
$44K - $52.1K
|
10.7K
$233K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.78K- 6.56% |
$49K - $58K
|
39.5K
$861K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.8K- 14.56% |
$49.5K - $58.6K
|
16.4K
$359K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.64K- 2.85% |
$64.3K - $76.1K
|
124K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.64K- 44.34% |
$99.5K - $118K
|
7.08K
$154K
|