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 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
75.3KNew |
$1.25M - $1.32M
|
75.3K
$979K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$1.67K - $1.76K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-431Closed |
$7.18K - $7.56K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-26.1KClosed |
$435K - $458K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$13K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.74KClosed |
$45.7K - $48.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 02, 2025
Q3 2021
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
975New |
$15.8K - $16.9K
|
975
$12.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26KClosed |
$20.5K - $22K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 92.59% |
$8.11K - $8.69K
|
1.04K
$13.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$406K - $435K
|
25K
$325K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-786Closed |
$12.7K - $13.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.29KClosed |
$37.1K - $39.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-153Closed |
$2.29K - $2.66K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
4.34KNew |
$64.9K - $75.5K
|
4.34K
$56.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-229KClosed |
$3.43M - $3.98M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.58KClosed |
$53.5K - $62.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-17KClosed |
$255K - $296K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2KNew |
$18K - $20.9K
|
1.2K
$15.7K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-481Closed |
$7.19K - $8.35K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-8.8KClosed |
$132K - $153K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1KClosed |
$15K - $17.4K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-153Closed |
$2.29K - $2.66K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-12.8KClosed |
$191K - $221K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.5KClosed |
$398K - $440K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.1KClosed |
$137K - $151K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2KClosed |
$27K - $29.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-166KClosed |
$2.24M - $2.47M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.96KClosed |
$121K - $134K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.83KClosed |
$24.6K - $27.2K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-894Closed |
$12.1K - $13.3K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-200Closed |
$2.7K - $2.99K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-600Closed |
$8.1K - $8.96K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.18KClosed |
$16K - $17.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-8.79KClosed |
$108K - $127K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-860Closed |
$10.6K - $12.5K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-16.5KClosed |
$203K - $239K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9KClosed |
$134K - $158K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Wt Wealth Management
|
SELL
|
- |
-11.6KClosed |
$143K - $168K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
108New |
$1.33K - $1.56K
|
108
$1.4K
|
|
|
Jan 29, 2021
Q4 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.1KClosed |
$173K - $203K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.7KClosed |
$179K - $205K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.12KClosed |
$50K - $57.4K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.07KClosed |
$13K - $14.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.17K- 16.86% |
$11.9K - $18.2K
|
5.79K
$75.2K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.01KClosed |
$10.2K - $15.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26Closed |
$264 - $403
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16KNew |
$163K - $248K
|
16K
$208K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-800Closed |
$8.14K - $12.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3KClosed |
$105K - $160K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
15.2KNew |
$155K - $236K
|
15.2K
$198K
|
|