Latest Institutional Transactions on John Hancock Premium Dividend Fund (PDT)
This table provides information on the latest institutional transactions involving John Hancock Premium Dividend Fund (PDT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-23K- 58.64% |
$246K - $271K
|
16.2K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75New |
$805 - $885
|
75
$1K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
200New |
$2.15K - $2.36K
|
200
$2.67K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.33K- 47.54% |
$25K - $27.5K
|
2.57K
$34.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.46KNew |
$15.6K - $17.2K
|
1.46K
$19.5K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
168New |
$1.76K - $1.99K
|
168
$2.24K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.3KNew |
$212K - $240K
|
20.3K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
65.4K+ 10.62% |
$684K - $774K
|
681K
$9.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-46.6K- 56.11% |
$487K - $551K
|
36.4K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6KNew |
$111K - $126K
|
10.6K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2KNew |
$20.9K - $23.7K
|
2K
$26.7K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13.3KNew |
$139K - $157K
|
13.3K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
69New |
$722 - $817
|
69
$922
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.7KNew |
$216K - $245K
|
20.7K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11New |
$115 - $130
|
11
$147
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-621- 5.67% |
$6.5K - $7.35K
|
10.3K
$138K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.9KNew |
$114K - $130K
|
10.9K
$146K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
370New |
$3.87K - $4.38K
|
370
$4.94K
|
|
| Q4 2023 | |||||||
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4.11KNew |
$36.8K - $45.5K
|
4.11K
$54.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
130New |
$1.17K - $1.44K
|
130
$1.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-20K- 57.14% |
$179K - $222K
|
15K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.17K- 14.69% |
$64.3K - $79.4K
|
41.6K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-7.29K- 62.8% |
$65.4K - $80.8K
|
4.32K
$57.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.69KNew |
$15.1K - $18.7K
|
1.69K
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14.3K+ 7.44% |
$128K - $158K
|
207K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$98.3K - $121K
|
11K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.6K+ 23.61% |
$32.3K - $39.9K
|
18.8K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
70KNew |
$628K - $775K
|
70K
$935K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
109New |
$978 - $1.21K
|
109
$1.46K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
13.1KNew |
$118K - $146K
|
13.1K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
60.5KNew |
$543K - $671K
|
60.5K
$809K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-442K- 93.21% |
$3.97M - $4.9M
|
32.2K
$430K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
25KNew |
$240K - $288K
|
25K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 1144.55% |
$162K - $194K
|
18.4K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$104K - $125K
|
10.9K
$145K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 8.38% |
$14.7K - $17.6K
|
16.7K
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21+ 0.16% |
$202 - $242
|
12.8K
$171K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114New |
$1.09K - $1.31K
|
114
$1.52K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$2.88K - $3.45K
|
300
$4.01K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$19.1K - $22.3K
|
1.72K
$23K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-525- 5.84% |
$5.83K - $6.8K
|
8.47K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$112K - $131K
|
10.1K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
189+ 1.59% |
$2.1K - $2.45K
|
12.1K
$161K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-203- 1.99% |
$2.25K - $2.63K
|
10K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
111+ 1.11% |
$1.23K - $1.44K
|
10.1K
$135K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.57KNew |
$39.6K - $46.2K
|
3.57K
$47.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
52KNew |
$577K - $673K
|
52K
$695K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
35.9KNew |
$399K - $465K
|
35.9K
$480K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$70.9 - $82.6
|
6
$80.2
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 6.59% |
$32K - $37.4K
|
38.5K
$514K
|
|