Latest Institutional Transactions on John Hancock Premium Dividend Fund (PDT)
This table provides information on the latest institutional transactions involving John Hancock Premium Dividend Fund (PDT) 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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
168New |
$1.51K - $1.86K
|
168
$2.15K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
815+ 4.61% |
$7.31K - $9.03K
|
18.5K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14.3K+ 7.44% |
$128K - $158K
|
207K
$2.65M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$98.3K - $121K
|
11K
$140K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.6K+ 23.61% |
$32.3K - $39.9K
|
18.8K
$242K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
70KNew |
$628K - $775K
|
70K
$897K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
109New |
$978 - $1.21K
|
109
$1.4K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-34.2K- 22.74% |
$307K - $379K
|
116K
$1.49M
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
13.1KNew |
$118K - $146K
|
13.1K
$168K
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
60.5KNew |
$543K - $671K
|
60.5K
$776K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-442K- 93.21% |
$3.97M - $4.9M
|
32.2K
$413K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
25KNew |
$240K - $288K
|
25K
$321K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 1144.55% |
$162K - $194K
|
18.4K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$104K - $125K
|
10.9K
$139K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.53K- 8.38% |
$14.7K - $17.6K
|
16.7K
$214K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21+ 0.16% |
$202 - $242
|
12.8K
$164K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
785New |
$7.54K - $9.03K
|
785
$10.1K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114New |
$1.09K - $1.31K
|
114
$1.46K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$2.88K - $3.45K
|
300
$3.85K
|
|
Q2 2023 | |||||||
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$19.1K - $22.3K
|
1.72K
$22.1K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-525- 5.84% |
$5.83K - $6.8K
|
8.47K
$109K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
189+ 1.59% |
$2.1K - $2.45K
|
12.1K
$155K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$112K - $131K
|
10.1K
$129K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-203- 1.99% |
$2.25K - $2.63K
|
10K
$128K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
111+ 1.11% |
$1.23K - $1.44K
|
10.1K
$130K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.57KNew |
$39.6K - $46.2K
|
3.57K
$45.8K
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
52KNew |
$577K - $673K
|
52K
$667K
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
35.9KNew |
$399K - $465K
|
35.9K
$460K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$70.9 - $82.6
|
6
$76.9
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 6.59% |
$32K - $37.4K
|
38.5K
$493K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
200New |
$2.36K - $2.75K
|
200
$2.56K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$11.8K - $13.8K
|
1K
$12.8K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.06KNew |
$24.3K - $28.3K
|
2.06K
$26.4K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
29.1KNew |
$344K - $401K
|
29.1K
$373K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-400- 22.2% |
$4.72K - $5.51K
|
1.4K
$18K
|
|
Q4 2022 | |||||||
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.99K- 24.88% |
$76.2K - $87K
|
18.1K
$232K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.09K- 46.36% |
$116K - $132K
|
10.5K
$135K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$1.91K - $2.18K
|
150
$1.92K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3KNew |
$144K - $164K
|
11.3K
$145K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2New |
$25.4 - $29.1
|
2
$25.6
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$220K - $251K
|
17.3K
$221K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$20K - $22.9K
|
1.58K
$20.2K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.69K- 77.6% |
$34.2K - $39K
|
775
$9.94K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
718New |
$9.13K - $10.4K
|
718
$9.2K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-120Closed |
$1.53K - $1.74K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
481New |
$6.12K - $6.99K
|
481
$6.17K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$19.1K - $21.8K
|
1.5K
$19.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
985New |
$12.5K - $14.3K
|
985
$12.6K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 34.29% |
$20.4K - $25.1K
|
2.96K
$38K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.64% |
$105 - $130
|
1.27K
$16.2K
|