Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78.1K+ 21.31% |
$1.79M - $2.04M
|
444K
$9.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.9KNew |
$756K - $861K
|
32.9K
$718K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
16.5KNew |
$378K - $431K
|
16.5K
$359K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.9K+ 9.21% |
$296K - $337K
|
153K
$3.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9KNew |
$207K - $235K
|
9K
$196K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.62KNew |
$198K - $225K
|
8.62K
$188K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.37KNew |
$192K - $219K
|
8.37K
$182K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.83KNew |
$180K - $205K
|
7.83K
$171K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
7.71KNew |
$177K - $202K
|
7.71K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.05K+ 2.52% |
$116K - $132K
|
206K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.98K+ 3.29% |
$114K - $130K
|
156K
$3.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 23.52% |
$106K - $121K
|
24.2K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.36K+ 2.08% |
$100K - $114K
|
214K
$4.67M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 6.9% |
$78.5K - $89.4K
|
53K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.87K+ 20.29% |
$65.8K - $74.9K
|
17K
$370K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.7K+ 1.79% |
$61.9K - $70.6K
|
153K
$3.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.33K+ 1.4% |
$53.4K - $60.9K
|
168K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.29K+ 1.62% |
$52.5K - $59.8K
|
143K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 6.83% |
$51.5K - $58.7K
|
35.1K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.08K+ 3.17% |
$47.7K - $54.3K
|
67.5K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.9K+ 1.7% |
$43.7K - $49.8K
|
114K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.75KNew |
$40.2K - $45.8K
|
1.75K
$38.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.52KNew |
$34.8K - $39.6K
|
1.52K
$33K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.17KNew |
$26.9K - $30.6K
|
1.17K
$25.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
634+ 5.88% |
$14.6K - $16.6K
|
11.4K
$249K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
547New |
$12.6K - $14.3K
|
547
$11.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
437+ 4.61% |
$10K - $11.4K
|
9.92K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$7.34K - $8.37K
|
320
$6.98K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
300+ 45.73% |
$6.89K - $7.85K
|
956
$20.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
198+ 13.25% |
$4.54K - $5.18K
|
1.69K
$36.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
160+ 1.68% |
$3.67K - $4.18K
|
9.66K
$211K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 1.01% |
$3.44K - $3.92K
|
15K
$327K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
100+ 0.45% |
$2.3K - $2.62K
|
22.1K
$482K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
95+ 1.67% |
$2.18K - $2.48K
|
5.79K
$126K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
95New |
$2.18K - $2.48K
|
95
$2.07K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88+ 0.87% |
$2.02K - $2.3K
|
10.2K
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
46+ 0.44% |
$1.06K - $1.2K
|
10.5K
$229K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
43+ 0.37% |
$987 - $1.12K
|
11.8K
$257K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
40+ 0.37% |
$918 - $1.05K
|
10.7K
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
30+ 0.0% |
$689 - $785
|
787K
$17.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.04% |
$505 - $575
|
56.4K
$1.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$184 - $209
|
10.6K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.01% |
$45.9 - $52.3
|
26K
$568K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.25% |
$757 - $863
|
13.2K
$287K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-80- 0.27% |
$1.84K - $2.09K
|
29.7K
$649K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-190- 1.65% |
$4.36K - $4.97K
|
11.3K
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-250Closed |
$5.74K - $6.54K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-433- 1.96% |
$9.94K - $11.3K
|
21.6K
$472K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-551- 5.47% |
$12.6K - $14.4K
|
9.53K
$208K
|