Purchases and Sales Made in Q4 2024 in John Hancock Tax Advantaged Dividend Income Fund (HTD)
This table provides information about the institutional ownership of John Hancock Tax Advantaged Dividend Income Fund (HTD) during Q4 2024. The information is specifically focused on institutions that hold shares of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
299KNew |
$6.39M - $7.06M
|
299K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
274K+ 152.2% |
$5.87M - $6.48M
|
454K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
42.2KNew |
$902K - $996K
|
42.2K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.5K+ 18.88% |
$802K - $885K
|
236K
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.4K+ 8.79% |
$651K - $718K
|
376K
$8.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
29.1K+ 6.19% |
$624K - $689K
|
500K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.6K+ 7.06% |
$526K - $581K
|
373K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 3.42% |
$502K - $554K
|
708K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 9.61% |
$500K - $552K
|
267K
$6.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 48.38% |
$373K - $412K
|
53.4K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
14KNew |
$300K - $331K
|
14K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
13.8KNew |
$295K - $326K
|
13.8K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.7KNew |
$271K - $299K
|
12.7K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.3K+ 239.56% |
$264K - $291K
|
17.5K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12.3KNew |
$263K - $291K
|
12.3K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 10.49% |
$250K - $276K
|
123K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.2KNew |
$239K - $264K
|
11.2K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$232K - $256K
|
10.8K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
10.4K+ 4.43% |
$222K - $245K
|
244K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.16KNew |
$196K - $217K
|
9.16K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.99K+ 67.7% |
$150K - $165K
|
17.3K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
4.88K+ 23.81% |
$104K - $115K
|
25.4K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.93K+ 3.27% |
$84.1K - $92.8K
|
124K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.85K+ 2.58% |
$82.3K - $90.9K
|
153K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.65K+ 2.26% |
$78.2K - $86.3K
|
165K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.98K+ 18.0% |
$63.8K - $70.5K
|
19.6K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.09KNew |
$44.7K - $49.4K
|
2.09K
$49K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9K+ 32.37% |
$40.6K - $44.8K
|
7.76K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.88K+ 34.09% |
$40.1K - $44.3K
|
7.38K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.76K+ 1.48% |
$37.7K - $41.7K
|
121K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.46K+ 184.81% |
$31.3K - $34.5K
|
2.25K
$52.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
690+ 138.0% |
$14.8K - $16.3K
|
1.19K
$27.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
552New |
$11.8K - $13K
|
552
$13K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$10.7K - $11.8K
|
500
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
475New |
$10.2K - $11.2K
|
475
$11.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
344New |
$7.37K - $8.13K
|
344
$8.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
281+ 25.09% |
$6.02K - $6.64K
|
1.4K
$32.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
213+ 1.75% |
$4.56K - $5.04K
|
12.4K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
172+ 1.4% |
$3.68K - $4.07K
|
12.5K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
161+ 1.01% |
$3.45K - $3.81K
|
16.1K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
94+ 0.4% |
$2.01K - $2.22K
|
23.8K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 0.6% |
$1.46K - $1.61K
|
11.5K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.23% |
$557 - $615
|
11.5K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
20New |
$428 - $473
|
20
$469
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.05% |
$128 - $142
|
12K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-23- 0.25% |
$492 - $544
|
9.19K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44- 0.44% |
$942 - $1.04K
|
9.99K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-100- 0.89% |
$2.14K - $2.36K
|
11.2K
$262K
|