Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 48.38% |
$373K - $412K
|
53.4K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 239.56% |
$264K - $291K
|
17.5K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12.3KNew |
$263K - $291K
|
12.3K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.88K+ 23.81% |
$104K - $115K
|
25.4K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9K+ 32.37% |
$40.6K - $44.8K
|
7.76K
$176K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46K+ 184.81% |
$31.3K - $34.5K
|
2.25K
$50.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552New |
$11.8K - $13K
|
552
$12.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
475New |
$10.2K - $11.2K
|
475
$10.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
172+ 1.4% |
$3.68K - $4.07K
|
12.5K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
94+ 0.4% |
$2.01K - $2.22K
|
23.8K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.23% |
$557 - $615
|
11.5K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.05% |
$128 - $142
|
12K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44- 0.44% |
$942 - $1.04K
|
9.99K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-100- 0.89% |
$2.14K - $2.36K
|
11.2K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-117- 66.86% |
$2.5K - $2.77K
|
58
$1.31K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-574- 1.93% |
$12.3K - $13.6K
|
29.2K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.81K- 1.97% |
$38.6K - $42.7K
|
89.8K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.57K- 28.41% |
$55.1K - $60.8K
|
6.48K
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.02K- 99.9% |
$86.1K - $95.1K
|
4
$90.5
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.16K- 15.61% |
$175K - $193K
|
44.1K
$998K
|