Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
180KNew |
$3.62M - $4.18M
|
180K
$3.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
117K+ 100.3% |
$2.35M - $2.72M
|
234K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 13.68% |
$841K - $973K
|
348K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
39.9KNew |
$802K - $927K
|
39.9K
$870K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
36.3KNew |
$729K - $844K
|
36.3K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 98.62% |
$609K - $705K
|
61.1K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.9K+ 15.0% |
$519K - $601K
|
198K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 52.26% |
$502K - $581K
|
72.8K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.1K+ 7.17% |
$464K - $537K
|
346K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 16.68% |
$463K - $535K
|
161K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.4K+ 5.01% |
$451K - $521K
|
471K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
22.1K+ 8.85% |
$444K - $513K
|
272K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$269K - $311K
|
13.4K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11K+ 1303.08% |
$221K - $255K
|
11.8K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 8.97% |
$209K - $241K
|
126K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$207K - $240K
|
10.3K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
9.21KNew |
$185K - $214K
|
9.21K
$201K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.13KNew |
$183K - $212K
|
9.13K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.07K+ 168.96% |
$102K - $118K
|
8.08K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.22K+ 2.98% |
$64.6K - $74.7K
|
111K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.2K+ 42.68% |
$64.3K - $74.3K
|
10.7K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.93K+ 16.67% |
$58.8K - $68K
|
20.5K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 18.79% |
$57.3K - $66.3K
|
18.1K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 1.15% |
$27.4K - $31.7K
|
120K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.3KNew |
$26.1K - $30.2K
|
1.3K
$28.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.12KNew |
$22.5K - $26K
|
1.12K
$24.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.74% |
$20.1K - $23.2K
|
27.7K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 30.3% |
$20.1K - $23.2K
|
4.3K
$93.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
719+ 6.28% |
$14.4K - $16.7K
|
12.2K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
332+ 1.91% |
$6.67K - $7.71K
|
17.7K
$387K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
300+ 25.0% |
$6.02K - $6.97K
|
1.5K
$32.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 1.38% |
$6.02K - $6.97K
|
22.1K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
276New |
$5.54K - $6.41K
|
276
$6.02K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
211+ 1.34% |
$4.24K - $4.9K
|
15.9K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
177+ 1.46% |
$3.55K - $4.11K
|
12.3K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
175New |
$3.51K - $4.06K
|
175
$3.82K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
61+ 0.05% |
$1.22K - $1.42K
|
119K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
27+ 0.24% |
$542 - $627
|
11.5K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.49% |
$502 - $581
|
5.15K
$112K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- 0.01% |
$20.1 - $23.2
|
10K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36- 0.15% |
$723 - $836
|
23.7K
$517K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 17.08% |
$1.95K - $2.25K
|
471
$10.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-243- 2.61% |
$4.88K - $5.64K
|
9.06K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 29.41% |
$5.02K - $5.81K
|
600
$13.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-500Closed |
$10K - $11.6K
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-697- 3.9% |
$14K - $16.2K
|
17.2K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-749- 1.27% |
$15K - $17.4K
|
58.3K
$1.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-774- 2.53% |
$15.5K - $18K
|
29.8K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 9.16% |
$23.1K - $26.7K
|
11.4K
$249K
|