Latest Institutional Purchases of John Hancock Premium Dividend Fund (PDT)
This list provides information on the latest institutional transactions involving John Hancock Premium Dividend Fund (PDT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4.11KNew |
$36.8K - $45.5K
|
4.11K
$53.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.6K+ 23.61% |
$32.3K - $39.9K
|
18.8K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.69KNew |
$15.1K - $18.7K
|
1.69K
$21.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
130New |
$1.17K - $1.44K
|
130
$1.69K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
25KNew |
$240K - $288K
|
25K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 1144.55% |
$162K - $194K
|
18.4K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.9KNew |
$104K - $125K
|
10.9K
$141K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
300New |
$2.88K - $3.45K
|
300
$3.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114New |
$1.09K - $1.31K
|
114
$1.48K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
21+ 0.16% |
$202 - $242
|
12.8K
$167K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
52KNew |
$577K - $673K
|
52K
$676K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
35.9KNew |
$399K - $465K
|
35.9K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$112K - $131K
|
10.1K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.57KNew |
$39.6K - $46.2K
|
3.57K
$46.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.72KNew |
$19.1K - $22.3K
|
1.72K
$22.4K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
111+ 1.11% |
$1.23K - $1.44K
|
10.1K
$132K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
29.1KNew |
$344K - $401K
|
29.1K
$379K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.06KNew |
$24.3K - $28.3K
|
2.06K
$26.8K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
200New |
$2.36K - $2.75K
|
200
$2.6K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$70.9 - $82.6
|
6
$78
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$220K - $251K
|
17.3K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3KNew |
$144K - $164K
|
11.3K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58KNew |
$20K - $22.9K
|
1.58K
$20.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$19.1K - $21.8K
|
1.5K
$19.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
985New |
$12.5K - $14.3K
|
985
$12.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
718New |
$9.13K - $10.4K
|
718
$9.33K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
481New |
$6.12K - $6.99K
|
481
$6.25K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$1.91K - $2.18K
|
150
$1.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2New |
$25.4 - $29.1
|
2
$26
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.64% |
$105 - $130
|
1.27K
$16.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
25.7KNew |
$333K - $431K
|
25.7K
$334K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.98KNew |
$77.5K - $100K
|
5.98K
$77.8K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.48KNew |
$36.7K - $42.4K
|
2.48K
$32.2K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
600New |
$8.9K - $10.3K
|
600
$7.8K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
600New |
$8.9K - $10.3K
|
600
$7.8K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
75.3KNew |
$1.25M - $1.32M
|
75.3K
$979K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
2KNew |
$33.3K - $35.1K
|
2K
$26K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$13K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
950+ 100.0% |
$15.8K - $16.7K
|
1.9K
$24.7K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
561New |
$9.35K - $9.85K
|
561
$7.29K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
467New |
$7.78K - $8.2K
|
467
$6.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
449New |
$7.48K - $7.88K
|
449
$5.84K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$406K - $435K
|
25K
$325K
|
|
|
Oct 02, 2025
Q3 2021
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
975New |
$15.8K - $16.9K
|
975
$12.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 92.59% |
$8.11K - $8.69K
|
1.04K
$13.5K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
4.34KNew |
$64.9K - $75.5K
|
4.34K
$56.5K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2KNew |
$18K - $20.9K
|
1.2K
$15.7K
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
108New |
$1.33K - $1.56K
|
108
$1.4K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16KNew |
$163K - $248K
|
16K
$208K
|
|