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 |
|---|---|---|---|---|---|---|---|
|
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
$175K
|
|
|
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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 239.56% |
$264K - $291K
|
17.5K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.05% |
$128 - $142
|
12K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.02K- 99.9% |
$86.1K - $95.1K
|
4
$90.5
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-117- 66.86% |
$2.5K - $2.77K
|
58
$1.31K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
475New |
$10.2K - $11.2K
|
475
$10.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
94+ 0.4% |
$2.01K - $2.22K
|
23.8K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 48.38% |
$373K - $412K
|
53.4K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.23% |
$557 - $615
|
11.5K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.16K- 15.61% |
$175K - $193K
|
44.1K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-574- 1.93% |
$12.3K - $13.6K
|
29.2K
$660K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552New |
$11.8K - $13K
|
552
$12.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 18.79% |
$57.3K - $66.3K
|
18.1K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
36.3KNew |
$729K - $844K
|
36.3K
$822K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.1K+ 16.68% |
$463K - $535K
|
161K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 30.3% |
$20.1K - $23.2K
|
4.3K
$97.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.9K+ 13.68% |
$841K - $973K
|
348K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 52.26% |
$502K - $581K
|
72.8K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.6K- 5.81% |
$435K - $503K
|
351K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 22.17% |
$31.5K - $36.4K
|
5.5K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.37K+ 1.15% |
$27.4K - $31.7K
|
120K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$207K - $240K
|
10.3K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 9.16% |
$23.1K - $26.7K
|
11.4K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$269K - $311K
|
13.4K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
39.9KNew |
$802K - $927K
|
39.9K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
22.1K+ 8.85% |
$444K - $513K
|
272K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.83K- 0.99% |
$137K - $159K
|
684K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
180KNew |
$3.62M - $4.18M
|
180K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 98.62% |
$609K - $705K
|
61.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- 0.01% |
$20.1 - $23.2
|
10K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.81K- 9.99% |
$117K - $135K
|
52.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
61+ 0.05% |
$1.22K - $1.42K
|
119K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
719+ 6.28% |
$14.4K - $16.7K
|
12.2K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.1K+ 7.17% |
$464K - $537K
|
346K
$7.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
117K+ 100.3% |
$2.35M - $2.72M
|
234K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.22K+ 2.98% |
$64.6K - $74.7K
|
111K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.9K+ 15.0% |
$519K - $601K
|
198K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.16K- 1.43% |
$43.4K - $50.1K
|
149K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
177+ 1.46% |
$3.55K - $4.11K
|
12.3K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.4K+ 5.01% |
$451K - $521K
|
471K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-17.3K- 35.28% |
$347K - $401K
|
31.7K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
9.21KNew |
$185K - $214K
|
9.21K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-39.8K- 55.11% |
$798K - $923K
|
32.4K
$733K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.07K+ 168.96% |
$102K - $118K
|
8.08K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.61K- 2.25% |
$113K - $130K
|
243K
$5.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
211+ 1.34% |
$4.24K - $4.9K
|
15.9K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.3KNew |
$26.1K - $30.2K
|
1.3K
$29.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-36.5K- 96.61% |
$732K - $847K
|
1.28K
$28.9K
|
|