Latest Institutional Purchases of John Hancock Tax Advantaged Dividend Income Fund (HTD)
This list provides information on the latest institutional transactions involving John Hancock Tax Advantaged Dividend Income Fund (HTD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.6K+ 20.83% |
$815K - $858K
|
201K
$4.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.9KNew |
$727K - $766K
|
30.9K
$758K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 4.13% |
$699K - $736K
|
748K
$18.4M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
28.5KNew |
$672K - $708K
|
28.5K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 5.1% |
$474K - $499K
|
415K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.9K+ 14.05% |
$398K - $419K
|
137K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5K+ 10.14% |
$389K - $410K
|
180K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$380K - $400K
|
16.1K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.5KNew |
$365K - $384K
|
15.5K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 5.18% |
$336K - $353K
|
290K
$7.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$245K - $258K
|
10.4K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.66K+ 3.57% |
$227K - $239K
|
280K
$6.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.37K+ 2.58% |
$221K - $232K
|
373K
$9.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$212K - $223K
|
8.98K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.8KNew |
$207K - $218K
|
8.8K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.67K+ 9.13% |
$181K - $190K
|
91.7K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5.65K+ 22.22% |
$133K - $140K
|
31.1K
$762K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.88K+ 21.74% |
$115K - $121K
|
27.3K
$671K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7K+ 0.98% |
$111K - $116K
|
482K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.53KNew |
$59.6K - $62.8K
|
2.53K
$62.1K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.97K+ 394.0% |
$46.4K - $48.9K
|
2.47K
$60.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 11.01% |
$45.9K - $48.4K
|
19.7K
$483K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.83K+ 79.46% |
$43.1K - $45.4K
|
4.13K
$101K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.22K+ 1.26% |
$28.8K - $30.3K
|
97.8K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500+ 100.0% |
$11.8K - $12.4K
|
1K
$24.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
400+ 10.81% |
$9.42K - $9.92K
|
4.1K
$101K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
280New |
$6.59K - $6.94K
|
280
$6.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
253New |
$5.96K - $6.27K
|
253
$6.21K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
235+ 1.95% |
$5.53K - $5.83K
|
12.3K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
201New |
$4.73K - $4.98K
|
201
$4.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
183+ 2.09% |
$4.31K - $4.54K
|
8.95K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 1.05% |
$3.18K - $3.35K
|
13K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
135+ 162.65% |
$3.18K - $3.35K
|
218
$5.35K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76+ 0.45% |
$1.79K - $1.88K
|
16.9K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
76+ 0.87% |
$1.79K - $1.88K
|
8.8K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73+ 0.17% |
$1.72K - $1.81K
|
42.4K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62+ 0.45% |
$1.46K - $1.54K
|
13.7K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 0.22% |
$1.27K - $1.34K
|
24.4K
$599K
|
|
|
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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.68% |
$283 - $298
|
1.78K
$43.6K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$23.6 - $24.8
|
1.68K
$41.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.7KNew |
$558K - $643K
|
26.7K
$656K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
11.3KNew |
$236K - $272K
|
11.3K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.3KNew |
$215K - $247K
|
10.3K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.09KNew |
$190K - $219K
|
9.09K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.04KNew |
$168K - $193K
|
8.04K
$197K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.85K+ 100.0% |
$122K - $141K
|
11.7K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.51K+ 17.87% |
$94K - $108K
|
29.7K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.9K+ 6724.14% |
$81.3K - $93.8K
|
3.96K
$97.2K
|
|