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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
985New |
$12.5K - $14.3K
|
985
$12.6K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
718New |
$9.13K - $10.4K
|
718
$9.2K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
481New |
$6.12K - $6.99K
|
481
$6.16K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150New |
$1.91K - $2.18K
|
150
$1.92K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2New |
$25.4 - $29.1
|
2
$25.6
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.64% |
$105 - $130
|
1.27K
$16.2K
|
|
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
$329K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.98KNew |
$77.5K - $100K
|
5.98K
$76.6K
|
|
Q1 2022 | |||||||
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.48KNew |
$36.7K - $42.4K
|
2.48K
$31.7K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
600New |
$8.9K - $10.3K
|
600
$7.69K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
600New |
$8.9K - $10.3K
|
600
$7.69K
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
75.3KNew |
$1.25M - $1.32M
|
75.3K
$964K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
2KNew |
$33.3K - $35.1K
|
2K
$25.6K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$12.8K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
950+ 100.0% |
$15.8K - $16.7K
|
1.9K
$24.3K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
561New |
$9.35K - $9.85K
|
561
$7.19K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
467New |
$7.78K - $8.2K
|
467
$5.98K
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
449New |
$7.48K - $7.88K
|
449
$5.75K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$406K - $435K
|
25K
$320K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 92.59% |
$8.11K - $8.69K
|
1.04K
$13.3K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
4.34KNew |
$64.9K - $75.5K
|
4.34K
$55.6K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2KNew |
$18K - $20.9K
|
1.2K
$15.4K
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
108New |
$1.33K - $1.56K
|
108
$1.38K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16KNew |
$163K - $248K
|
16K
$205K
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
15.2KNew |
$155K - $236K
|
15.2K
$195K
|
|
Q4 2019 | |||||||
Jan 10, 2020
Q4 2019
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.21KNew |
$53.6K - $59K
|
3.21K
$41.1K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
214New |
$3.58K - $3.94K
|
214
$2.74K
|
|
Q4 2018 | |||||||
Mar 20, 2019
Q4 2018
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
788New |
$10.4K - $12.7K
|
788
$10.1K
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 0.99% |
$803 - $984
|
6.22K
$79.6K
|
|
Q3 2017 | |||||||
Nov 09, 2017
Q3 2017
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10KNew |
$166K - $172K
|
10K
$128K
|