Purchases and Sales Made in Q1 2023 in John Hancock Premium Dividend Fund (PDT)
This table provides information about the institutional ownership of John Hancock Premium Dividend Fund (PDT) during Q1 2023. The information is specifically focused on institutions that hold shares of JOHN HANCOCK PREMIUM DIVIDEND FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
355K+ 160.04% |
$4.19M - $4.88M
|
576K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
178K+ 260.72% |
$2.1M - $2.45M
|
246K
$3.16M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.1K+ 105.63% |
$462K - $538K
|
76.1K
$977K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.4K+ 28.04% |
$371K - $433K
|
144K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.9K+ 12.42% |
$353K - $411K
|
270K
$3.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
29.1KNew |
$344K - $401K
|
29.1K
$374K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
23.8K+ 5.84% |
$281K - $327K
|
431K
$5.54M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13.7K+ 6.24% |
$161K - $188K
|
233K
$2.99M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.6KNew |
$149K - $174K
|
12.6K
$162K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10KNew |
$118K - $138K
|
10K
$129K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.93K+ 32.77% |
$70K - $81.6K
|
24K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.42K+ 42.04% |
$64K - $74.6K
|
18.3K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5K+ 1.91% |
$41.3K - $48.2K
|
186K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 16.84% |
$37.9K - $44.2K
|
22.2K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.87K+ 4.43% |
$33.9K - $39.6K
|
67.7K
$870K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 4.49% |
$26.6K - $31K
|
52.4K
$673K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.06KNew |
$24.3K - $28.3K
|
2.06K
$26.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 2.83% |
$13.2K - $15.4K
|
40.6K
$521K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$11.8K - $13.8K
|
1K
$12.8K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1KNew |
$11.8K - $13.8K
|
1K
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
750+ 6.33% |
$8.86K - $10.3K
|
12.6K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
433+ 0.4% |
$5.11K - $5.96K
|
110K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
401+ 0.34% |
$4.74K - $5.52K
|
119K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
285New |
$3.37K - $3.92K
|
285
$3.66K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
273+ 0.56% |
$3.22K - $3.76K
|
49.1K
$631K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
232New |
$2.74K - $3.19K
|
232
$2.98K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
230+ 1.23% |
$2.72K - $3.17K
|
18.9K
$243K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
200New |
$2.36K - $2.75K
|
200
$2.57K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
127+ 8.78% |
$1.5K - $1.75K
|
1.57K
$20.2K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
101+ 0.68% |
$1.19K - $1.39K
|
15K
$192K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
42+ 0.75% |
$496 - $578
|
5.61K
$72K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
28+ 0.1% |
$331 - $386
|
29.4K
$378K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$70.9 - $82.6
|
6
$77
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.26% |
$744 - $868
|
24K
$308K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-135- 1.48% |
$1.59K - $1.86K
|
9K
$116K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-400- 22.2% |
$4.72K - $5.51K
|
1.4K
$18K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-991- 5.27% |
$11.7K - $13.6K
|
17.8K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 5.58% |
$15.4K - $18K
|
22.1K
$284K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.36K- 6.96% |
$16K - $18.7K
|
18.1K
$233K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.49K- 11.11% |
$17.5K - $20.4K
|
11.9K
$153K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.57K- 6.57% |
$18.5K - $21.6K
|
22.3K
$287K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.87K- 8.28% |
$22.1K - $25.8K
|
20.8K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.71K- 6.59% |
$32K - $37.4K
|
38.5K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 6.28% |
$32.6K - $38K
|
41.2K
$529K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.93K- 24.68% |
$70K - $81.6K
|
18.1K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.65K- 9.82% |
$78.5K - $91.6K
|
61.1K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.67K- 20.42% |
$78.8K - $91.9K
|
26K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.45K- 4.72% |
$88K - $103K
|
150K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.4K- 20.32% |
$147K - $171K
|
48.8K
$626K
|