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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 0.22% |
$1.27K - $1.34K
|
24.4K
$599K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-694- 4.64% |
$16.3K - $17.2K
|
14.3K
$350K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-646- 1.3% |
$15.2K - $16K
|
49.1K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
SELL
|
- |
-548- 1.99% |
$12.9K - $13.6K
|
27K
$663K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.67K+ 9.13% |
$181K - $190K
|
91.7K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$245K - $258K
|
10.4K
$255K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.97K+ 394.0% |
$46.4K - $48.9K
|
2.47K
$60.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5.65K+ 22.22% |
$133K - $140K
|
31.1K
$762K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-5.35K- 22.81% |
$126K - $133K
|
18.1K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.5K- 33.94% |
$342K - $360K
|
28.3K
$694K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.2K- 34.78% |
$382K - $402K
|
30.4K
$746K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.68% |
$283 - $298
|
1.78K
$43.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.8KNew |
$207K - $218K
|
8.8K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.88K+ 21.74% |
$115K - $121K
|
27.3K
$671K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
53+ 0.56% |
$1.25K - $1.31K
|
9.57K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
235+ 1.95% |
$5.53K - $5.83K
|
12.3K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.9KNew |
$727K - $766K
|
30.9K
$758K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$23.6 - $24.8
|
1.68K
$41.2K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.7KNew |
$641K - $739K
|
30.7K
$755K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.9K- 3.56% |
$123K - $142K
|
160K
$3.92M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
11.3KNew |
$236K - $272K
|
11.3K
$278K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
670New |
$14K - $16.1K
|
670
$16.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.85K+ 100.0% |
$122K - $141K
|
11.7K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.26K- 59.87% |
$47.2K - $54.4K
|
1.52K
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.51K+ 17.87% |
$94K - $108K
|
29.7K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-249- 52.87% |
$5.19K - $5.99K
|
222
$5.45K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
750+ 3.51% |
$15.6K - $18K
|
22.1K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.3KNew |
$215K - $247K
|
10.3K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-303- 2.41% |
$6.32K - $7.28K
|
12.3K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
897New |
$18.7K - $21.6K
|
897
$22K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.09KNew |
$190K - $219K
|
9.09K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.7KNew |
$558K - $643K
|
26.7K
$656K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.04KNew |
$168K - $193K
|
8.04K
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.9K+ 6724.14% |
$81.3K - $93.8K
|
3.96K
$97.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150New |
$3.13K - $3.61K
|
150
$3.68K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-386Closed |
$8.35K - $9.24K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$49.1K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6Closed |
$130 - $144
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.3K- 10.84% |
$49.8K - $55K
|
18.9K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
200New |
$4.33K - $4.79K
|
200
$4.91K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-690- 57.98% |
$14.9K - $16.5K
|
500
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$56.5K - $62.5K
|
2.61K
$64.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 10.01% |
$21.6K - $23.9K
|
8.99K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-255- 3.29% |
$5.52K - $6.1K
|
7.5K
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-145- 11.15% |
$3.14K - $3.47K
|
1.16K
$28.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.14K- 9.94% |
$24.7K - $27.4K
|
10.4K
$254K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.02K+ 100525.0% |
$87K - $96.2K
|
4.03K
$98.8K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.09KNew |
$44.7K - $49.4K
|
2.09K
$51.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
42.2KNew |
$902K - $996K
|
42.2K
$1.03M
|
|