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 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
189+ 1.59% |
$2.1K - $2.45K
|
12.1K
$160K
|
|
|
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 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-203- 1.99% |
$2.25K - $2.63K
|
10K
$133K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.57KNew |
$39.6K - $46.2K
|
3.57K
$47.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
52KNew |
$577K - $673K
|
52K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
35.9KNew |
$399K - $465K
|
35.9K
$477K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$70.9 - $82.6
|
6
$79.7
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 6.59% |
$32K - $37.4K
|
38.5K
$511K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
200New |
$2.36K - $2.75K
|
200
$2.66K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
29.1KNew |
$344K - $401K
|
29.1K
$387K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.06KNew |
$24.3K - $28.3K
|
2.06K
$27.3K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-400- 22.2% |
$4.72K - $5.51K
|
1.4K
$18.6K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.99K- 24.88% |
$76.2K - $87K
|
18.1K
$240K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.09K- 46.36% |
$116K - $132K
|
10.5K
$140K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$1.91K - $2.18K
|
150
$1.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$20K - $22.9K
|
1.58K
$20.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$220K - $251K
|
17.3K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3KNew |
$144K - $164K
|
11.3K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2New |
$25.4 - $29.1
|
2
$26.6
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
718New |
$9.13K - $10.4K
|
718
$9.54K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-120Closed |
$1.53K - $1.74K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
481New |
$6.12K - $6.99K
|
481
$6.39K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$19.1K - $21.8K
|
1.5K
$19.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
985New |
$12.5K - $14.3K
|
985
$13.1K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.64% |
$105 - $130
|
1.27K
$16.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.98KNew |
$77.5K - $100K
|
5.98K
$79.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-22KClosed |
$284K - $369K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
25.7KNew |
$333K - $431K
|
25.7K
$341K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-497Closed |
$6.44K - $8.34K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.02KClosed |
$15.1K - $17.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-52KClosed |
$771K - $889K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.99KClosed |
$44.3K - $51.1K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.48KNew |
$36.7K - $42.4K
|
2.48K
$32.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.64K- 85.51% |
$54K - $62.3K
|
617
$8.19K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
600New |
$8.9K - $10.3K
|
600
$7.97K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
600New |
$8.9K - $10.3K
|
600
$7.97K
|
|
| Q4 2021 | |||||||
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
561New |
$9.35K - $9.85K
|
561
$7.45K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
950+ 100.0% |
$15.8K - $16.7K
|
1.9K
$25.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
467New |
$7.78K - $8.2K
|
467
$6.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
449New |
$7.48K - $7.88K
|
449
$5.96K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.79KClosed |
$29.8K - $31.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
75.3KNew |
$1.25M - $1.32M
|
75.3K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
2KNew |
$33.3K - $35.1K
|
2K
$26.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$1.67K - $1.76K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-431Closed |
$7.18K - $7.56K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-26.1KClosed |
$435K - $458K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$13.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.74KClosed |
$45.7K - $48.2K
|
0
$0
|
|