Latest Institutional Transactions on John Hancock Tax Advantaged Dividend Income Fund (HTD)

This table provides information on the latest institutional transactions involving John Hancock Tax Advantaged Dividend Income Fund (HTD) 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Apr 14, 2025 Q1 2025	Kennebec Savings Bank Augusta, ME	SELL	-	-145 - 11.15%	$3.14K - $3.45K	1.16K $27.5K
Apr 11, 2025 Q1 2025	Sea Crest Wealth Management, LLC Purchase, NY	SELL	-	-1.14K - 9.94%	$24.7K - $27.2K	10.4K $246K
Apr 10, 2025 Q1 2025	Morris Retirement Advisors, LLC Parsippany, NJ	SELL	-	-417 - 1.43%	$9.02K - $9.91K	28.8K $684K
Apr 10, 2025 Q1 2025	Hennion & Walsh Asset Management, Inc.	SELL	-	-44 - 0.1%	$952 - $1.05K	44.1K $1.05M
Apr 09, 2025 Q1 2025	Nbc Securities, Inc. Birmingham, AL	BUY	-	4.02K + 100525.0%	$87K - $95.6K	4.03K $95.7K
Q4 2024
Mar 17, 2025 Q4 2024	Wealth Enhancement Advisory Services, LLC	BUY	-	86 + 0.21%	$1.84K - $2.03K	40.6K $966K
Feb 24, 2025 Q4 2024	Ameriflex Group, Inc. Las Vegas, NV	BUY	-	500 New	$10.7K - $11.8K	500 $11.9K
Feb 14, 2025 Q4 2024	Royal Bank Of Canada Toronto, A6	BUY	-	3.65K + 2.26%	$78.2K - $86.3K	165K $3.92M
Feb 14, 2025 Q4 2024	Ameriprise Financial Inc Minneapolis, MN	BUY	-	6.99K + 67.7%	$150K - $165K	17.3K $412K
Feb 14, 2025 Q4 2024	Lido Advisors, LLC Los Angeles, CA	BUY	-	12.7K New	$271K - $299K	12.7K $301K
Feb 14, 2025 Q4 2024	Ubs Group Ag	BUY	-	23.4K + 3.42%	$502K - $554K	708K $16.8M
Feb 14, 2025 Q4 2024	Bank Of America Corp Charlotte, NC	SELL	-	-5.65K - 1.61%	$121K - $134K	345K $8.2M
Feb 14, 2025 Q4 2024	Karpus Management, Inc. Pittsford, NY	BUY	-	10.4K + 4.43%	$222K - $245K	244K $5.8M
Feb 14, 2025 Q4 2024	Cambridge Investment Research Advisors, Inc.	BUY	-	2.98K + 18.0%	$63.8K - $70.5K	19.6K $465K
Feb 14, 2025 Q4 2024	Captrust Financial Advisors Raleigh, NC	BUY	-	274K + 152.2%	$5.87M - $6.48M	454K $10.8M
Feb 14, 2025 Q4 2024	Polar Asset Management Partners Inc. Toronto, A6	BUY	-	42.2K New	$902K - $996K	42.2K $1M
Feb 14, 2025 Q4 2024	Morgan Stanley New York, NY	BUY	-	24.6K + 7.06%	$526K - $581K	373K $8.86M
Feb 14, 2025 Q4 2024	Aqr Arbitrage LLC Greenwich, CT	SELL	-	-63K - 23.21%	$1.35M - $1.49M	209K $4.96M
Feb 14, 2025 Q4 2024	Elequin Capital LP New York, NY	BUY	-	2.09K New	$44.7K - $49.4K	2.09K $49.7K
Feb 14, 2025 Q4 2024	Readystate Asset Management LP Chicago, IL	BUY	-	11.2K New	$239K - $264K	11.2K $265K
Feb 13, 2025 Q4 2024	Walleye Capital LLC Plymouth, MN	SELL	-	-7.42K - 20.43%	$159K - $175K	28.9K $687K
Feb 13, 2025 Q4 2024	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	0 New	$0 - $0	0 $0
Feb 13, 2025 Q4 2024	New Edge Advisors, LLC New Orleans, LA	SELL	-	-241 - 1.33%	$5.16K - $5.7K	17.8K $423K
Feb 13, 2025 Q4 2024	Guggenheim Capital LLC Chicago, IL	BUY	-	30.4K + 8.79%	$651K - $718K	376K $8.94M
Feb 13, 2025 Q4 2024	Stifel Financial Corp St. Louis, MO	BUY	-	3.93K + 3.27%	$84.1K - $92.8K	124K $2.95M
Feb 13, 2025 Q4 2024	First Trust Advisors LP Wheaton, IL	BUY	-	1.76K + 1.48%	$37.7K - $41.7K	121K $2.88M
Feb 13, 2025 Q4 2024	Shaker Financial Services, LLC	BUY	-	14K New	$300K - $331K	14K $333K
Feb 13, 2025 Q4 2024	Cetera Investment Advisers Schaumburg, IL	BUY	-	3.85K + 2.58%	$82.3K - $90.9K	153K $3.64M
Feb 13, 2025 Q4 2024	Fernwood Investment Management, LLC Quincy, MA	SELL	-	-5.71K - 18.47%	$122K - $135K	25.2K $599K
Feb 13, 2025 Q4 2024	Invesco Ltd. Atlanta, GA	BUY	-	29.1K + 6.19%	$624K - $689K	500K $11.9M
Feb 13, 2025 Q4 2024	Advisory Services Network, LLC	BUY	-	9.16K New	$196K - $217K	9.16K $218K
Feb 13, 2025 Q4 2024	Re Dickinson Investment Advisors, LLC Council Bluffs, IA	BUY	-	20 New	$428 - $473	20 $475
Feb 12, 2025 Q4 2024	Smh Capital Advisors Inc	SELL	-	-23 - 0.25%	$492 - $544	9.19K $218K
Feb 12, 2025 Q4 2024	Creekmur Asset Management LLC Morton, IL	BUY	-	0 New	$0 - $0	0 $0
Feb 12, 2025 Q4 2024	Jpmorgan Chase & CO New York, NY	BUY	-	281 + 25.09%	$6.02K - $6.64K	1.4K $33.3K
Feb 12, 2025 Q4 2024	Envestnet Asset Management Inc	BUY	-	161 + 1.01%	$3.45K - $3.81K	16.1K $382K
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	BUY	-	37.5K + 18.88%	$802K - $885K	236K $5.61M
Feb 11, 2025 Q4 2024	Lpl Financial LLC Fort Mill, SC	BUY	-	23.4K + 9.61%	$500K - $552K	267K $6.34M
Feb 11, 2025 Q4 2024	Samalin Investment Counsel, LLC Chappaqua, NY	SELL	-	-790 - 1.51%	$16.9K - $18.7K	51.6K $1.23M
Feb 10, 2025 Q4 2024	Commonwealth Equity Services, LLC	SELL	-	-1.64K - 2.82%	$35.2K - $38.9K	56.6K $1.35M
Feb 10, 2025 Q4 2024	Founders Financial Securities LLC	SELL	-	-10.5K - 33.03%	$224K - $247K	21.2K $504K
Feb 10, 2025 Q4 2024	Parallel Advisors, LLC	BUY	-	344 New	$7.37K - $8.13K	344 $8.18K
Feb 07, 2025 Q4 2024	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	11.7K + 10.49%	$250K - $276K	123K $2.92M
Feb 07, 2025 Q4 2024	Cornerstone Advisors, LLC Asheville, NC	BUY	-	13.8K New	$295K - $326K	13.8K $328K
Feb 07, 2025 Q4 2024	Argentarii, LLC Cincinnati, OH	BUY	-	10.8K New	$232K - $256K	10.8K $257K
Feb 07, 2025 Q4 2024	Avantax Advisory Services, Inc.	BUY	-	213 + 1.75%	$4.56K - $5.04K	12.4K $294K
Feb 07, 2025 Q4 2024	High Tower Advisors, LLC Chicago, IL	BUY	-	68 + 0.6%	$1.46K - $1.61K	11.5K $273K
Feb 06, 2025 Q4 2024	Steward Partners Investment Advisory, LLC	BUY	-	1.88K + 34.09%	$40.1K - $44.3K	7.38K $175K
Feb 06, 2025 Q4 2024	Raymond James Financial Inc St. Petersburg, FL	BUY	-	299K New	$6.39M - $7.06M	299K $7.1M
Feb 04, 2025 Q4 2024	Cwm, LLC	BUY	-	690 + 138.0%	$14.8K - $16.3K	1.19K $28.3K

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Operation

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Latest Institutional Transactions on John Hancock Tax Advantaged Dividend Income Fund (HTD)

-145

-1.14K

-417

-44

4.02K

86

500

3.65K

6.99K

12.7K

23.4K

-5.65K

10.4K

2.98K

274K

42.2K

24.6K

-63K

2.09K

11.2K

-7.42K

0

-241

30.4K

3.93K

1.76K

14K

3.85K

-5.71K

29.1K

9.16K

20

-23

0

281

161

37.5K

23.4K

-790

-1.64K

-10.5K

344

11.7K

13.8K

10.8K

213

68

1.88K

299K

690

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