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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.16KNew |
$196K - $217K
|
9.16K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.71K- 18.47% |
$122K - $135K
|
25.2K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20New |
$428 - $473
|
20
$491
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 0.6% |
$1.46K - $1.61K
|
11.5K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$232K - $256K
|
10.8K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44- 0.44% |
$942 - $1.04K
|
9.99K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-100- 0.89% |
$2.14K - $2.36K
|
11.2K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
475New |
$10.2K - $11.2K
|
475
$11.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552New |
$11.8K - $13K
|
552
$13.6K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5.12KNew |
$103K - $119K
|
5.12K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25K+ 52.26% |
$502K - $581K
|
72.8K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$269K - $311K
|
13.4K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
30.3K+ 98.62% |
$609K - $705K
|
61.1K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-39.8K- 55.11% |
$798K - $923K
|
32.4K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
276New |
$5.54K - $6.41K
|
276
$6.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 29.41% |
$5.02K - $5.81K
|
600
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
300+ 25.0% |
$6.02K - $6.97K
|
1.5K
$36.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11K+ 1303.08% |
$221K - $255K
|
11.8K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 8.97% |
$209K - $241K
|
126K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-258K- 61.06% |
$5.18M - $5.99M
|
164K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
332+ 1.91% |
$6.67K - $7.71K
|
17.7K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.13K- 80.95% |
$42.7K - $49.3K
|
500
$12.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.74% |
$20.1K - $23.2K
|
27.7K
$681K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
21.5KNew |
$397K - $446K
|
21.5K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.2KNew |
$188K - $211K
|
10.2K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.01K- 21.87% |
$111K - $125K
|
21.5K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-1.85K- 4.61% |
$34.2K - $38.3K
|
38.2K
$938K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3KNew |
$55.5K - $62.3K
|
3K
$73.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890- 56.22% |
$16.5K - $18.5K
|
693
$17K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1K- 6.02% |
$18.5K - $20.8K
|
15.6K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
168New |
$3.11K - $3.49K
|
168
$4.12K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
16.1KNew |
$297K - $334K
|
16.1K
$395K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$18.7 - $19.9
|
1
$24.6
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$190K - $203K
|
10.2K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.1K- 8.96% |
$319K - $341K
|
174K
$4.26M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
15.9K+ 112.11% |
$296K - $317K
|
30.1K
$738K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$74.6 - $79.7
|
10.1K
$248K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.6KNew |
$42K - $49.6K
|
2.6K
$63.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11.9KNew |
$192K - $226K
|
11.9K
$291K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
309New |
$5K - $5.9K
|
309
$7.59K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$22.6K - $26.7K
|
1.4K
$34.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
220New |
$3.56K - $4.2K
|
220
$5.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 0.79% |
$372 - $439
|
2.88K
$70.6K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
551New |
$9.73K - $11.5K
|
551
$13.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.11KNew |
$19.5K - $23.1K
|
1.11K
$27.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-782- 2.75% |
$13.8K - $16.4K
|
27.7K
$680K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.36K+ 5.06% |
$41.6K - $49.2K
|
48.9K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-625- 24.59% |
$11K - $13.1K
|
1.92K
$47.1K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
58.7KNew |
$1.14M - $1.3M
|
58.7K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1K- 4.05% |
$19.4K - $22.1K
|
23.7K
$582K
|
|