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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-71.7KClosed |
$1.48M - $1.69M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-162Closed |
$3.35K - $3.81K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.5KClosed |
$402K - $457K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.54KClosed |
$31.9K - $36.3K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
10.5K+ 60.69% |
$217K - $247K
|
27.8K
$605K
|
|
|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-500Closed |
$10.3K - $11.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-289Closed |
$5.49K - $6.29K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-5.97KClosed |
$113K - $130K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.93KClosed |
$55.5K - $63.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.02KClosed |
$19K - $20.7K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500Closed |
$9.32K - $10.1K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-900Closed |
$16.8K - $18.3K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Mathes Company, Inc.
|
SELL
|
- |
-10.6KClosed |
$198K - $216K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-13.1KClosed |
$202K - $286K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-137KClosed |
$2.11M - $2.98M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-325Closed |
$5.02K - $7.09K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10.5KClosed |
$163K - $230K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.6KNew |
$86.5K - $122K
|
5.6K
$122K
|
|
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
103KNew |
$1.58M - $2.24M
|
103K
$2.23M
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.41KClosed |
$17K - $39.3K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.33KClosed |
$100K - $233K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.8KClosed |
$155K - $358K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500Closed |
$6.03K - $14K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.95KClosed |
$95.9K - $222K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Loveless Wealth Management LLC
|
SELL
|
- |
-9.95KClosed |
$120K - $278K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
85+ 1.05% |
$2.26K - $2.41K
|
8.17K
$178K
|
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-250Closed |
$6.64K - $7.08K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.1KNew |
$29.2K - $31.1K
|
1.1K
$24K
|
|
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-297Closed |
$7.89K - $8.41K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-10.2KClosed |
$272K - $290K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$13.3K - $14.2K
|
500
$10.9K
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.84KClosed |
$102K - $109K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-800Closed |
$21.3K - $22.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.18KClosed |
$84.5K - $90.1K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-306Closed |
$8.13K - $8.66K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7.77KClosed |
$206K - $220K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
New Square Capital LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-800Closed |
$19.9K - $22.8K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-28.2KClosed |
$702K - $802K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-202Closed |
$5.03K - $5.74K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-67Closed |
$1.67K - $1.91K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1KNew |
$24.9K - $28.4K
|
1K
$21.8K
|
|
| Q2 2019 | |||||||
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-3.63KClosed |
$87.5K - $92.2K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2KNew |
$41.5K - $49.5K
|
2K
$43.5K
|
|
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-26.8KClosed |
$557K - $664K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Brown Advisory Inc
|
SELL
|
- |
-10KClosed |
$208K - $248K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-432Closed |
$8.99K - $10.7K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.46KClosed |
$30.4K - $36.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
500New |
$9.85K - $11.7K
|
500
$10.9K
|
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-6.8KClosed |
$134K - $159K
|
0
$0
|
|