Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
37KNew |
$750K - $885K
|
37K
$856K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
33.2K+ 142.75% |
$673K - $795K
|
56.5K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.7K+ 12.45% |
$501K - $592K
|
223K
$5.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
24.7K+ 2.96% |
$499K - $590K
|
857K
$19.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.9K+ 9.52% |
$323K - $381K
|
183K
$4.24M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4KNew |
$211K - $249K
|
10.4K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$207K - $244K
|
10.2K
$236K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.74KNew |
$197K - $233K
|
9.74K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
8.95KNew |
$181K - $214K
|
8.95K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.9K+ 5.76% |
$180K - $213K
|
164K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.9KNew |
$180K - $213K
|
8.9K
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.65K+ 14.69% |
$175K - $207K
|
67.5K
$1.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.54KNew |
$173K - $204K
|
8.54K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.65K+ 8.71% |
$155K - $183K
|
95.5K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 4.81% |
$142K - $168K
|
153K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.13KNew |
$124K - $147K
|
6.13K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
4.25K+ 4381.44% |
$86.1K - $102K
|
4.35K
$101K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 1.11% |
$80.9K - $95.6K
|
364K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.16KNew |
$64.1K - $75.7K
|
3.16K
$73.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 1.14% |
$44.7K - $52.8K
|
196K
$4.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.08KNew |
$42.1K - $49.7K
|
2.08K
$48.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 5.52% |
$36.7K - $43.4K
|
34.7K
$802K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 3.17% |
$35K - $41.4K
|
56.4K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 2.63% |
$32.2K - $38K
|
62K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.58K+ 3.62% |
$32K - $37.8K
|
45.2K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.54K+ 9.75% |
$31.1K - $36.8K
|
17.3K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.39KNew |
$28.2K - $33.3K
|
1.39K
$32.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.32K+ 8.36% |
$26.7K - $31.6K
|
17.1K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 3.81% |
$22.6K - $26.6K
|
30.3K
$701K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09K+ 9.17% |
$22.1K - $26.1K
|
13K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.07K+ 8.56% |
$21.6K - $25.6K
|
13.6K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.01K+ 8.73% |
$20.4K - $24.1K
|
12.5K
$290K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$20.3K - $24K
|
1K
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
787+ 0.87% |
$15.9K - $18.8K
|
91.1K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
707New |
$14.3K - $16.9K
|
707
$16.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
633+ 3.68% |
$12.8K - $15.1K
|
17.8K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
616New |
$12.5K - $14.7K
|
616
$14.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
534New |
$10.8K - $12.8K
|
534
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
500+ 2.25% |
$10.1K - $12K
|
22.7K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$10.1K - $12K
|
500
$11.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$6.48K - $7.65K
|
320
$7.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
122+ 0.51% |
$2.47K - $2.92K
|
23.9K
$553K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
96+ 0.32% |
$1.94K - $2.3K
|
30.2K
$698K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84New |
$1.7K - $2.01K
|
84
$1.94K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44New |
$891 - $1.05K
|
44
$1.02K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
23+ 1.46% |
$466 - $550
|
1.59K
$36.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$182 - $215
|
10.6K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.01% |
$40.5 - $47.8
|
24K
$556K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-60- 3.56% |
$1.22K - $1.44K
|
1.63K
$37.6K
|