Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.49K- 4.15% |
$72.6K - $85.6K
|
104K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.64K- 33.18% |
$75K - $88.5K
|
9.34K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 2.47% |
$78.2K - $92.3K
|
191K
$4.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.26K- 13.05% |
$85.1K - $100K
|
35.1K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.53K- 5.97% |
$89.4K - $106K
|
87.1K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95K- 55.79% |
$96.2K - $114K
|
4.72K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.51K- 26.14% |
$121K - $143K
|
21.2K
$466K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.7K- 2.94% |
$190K - $224K
|
388K
$8.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-14.4K- 79.11% |
$233K - $275K
|
3.8K
$83.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 37.8% |
$241K - $285K
|
24.6K
$540K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.9K- 12.02% |
$241K - $285K
|
109K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18.2K- 61.49% |
$294K - $347K
|
11.4K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.5K- 30.1% |
$300K - $354K
|
43.1K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-19.2K- 23.21% |
$310K - $366K
|
63.5K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.7K- 10.94% |
$319K - $376K
|
160K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.9K- 67.59% |
$354K - $418K
|
10.5K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.6K- 14.19% |
$463K - $546K
|
173K
$3.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.5K- 50.1% |
$557K - $657K
|
34.3K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-37.1K- 5.4% |
$600K - $708K
|
650K
$14.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 41.21% |
$2.04M - $2.41M
|
180K
$3.96M
|