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John Hancock Premium Dividend Fund (PDT) Institutional Ownership

John Hancock Premium Dividend Fund logo
$12.72 -0.09 (-0.70%)
As of 01/6/2025 03:57 PM Eastern

Institutional Ownership Changes (13F Filings) for John Hancock Premium Dividend Fund (NYSE:PDT)

Current
Institutional Ownership
Percentage
12.98%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$25.63M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$8.34M
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PDT Institutional Buying and Selling by Quarter

John Hancock Premium Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024EP Wealth Advisors LLC17,323$229K0.0%N/A0.035%
11/15/2024Jane Street Group LLC28,873$382K0.0%N/A0.059%
11/15/2024Safe Harbor Fiduciary LLC22,039$291K0.3%N/A0.045%
11/15/2024HighTower Advisors LLC15,938$212K0.0%N/A0.032%
11/5/2024Nations Financial Group Inc. IA ADV25,104$332K0.0%N/A0.051%
11/4/2024Axxcess Wealth Management LLC448,218$5.93M0.1%-7.5%0.911%
10/31/2024Shaker Financial Services LLC166,484$2.20M0.8%-21.7%0.338%
10/30/2024Arlington Capital Management Inc.12,520$166K0.1%-77.7%0.025%
10/25/2024Pathway Financial Advisers LLC220,781$2.92M0.0%-1.4%0.449%
10/24/2024Pathway Financial Advisers LLC220,781$2.92M0.0%-1.4%0.449%
10/22/2024International Assets Investment Management LLC550,563$7.28M0.0%+1,225.2%1.119%
8/20/2024Pathway Financial Advisers LLC223,925$2.64M0.9%+1.9%0.455%
8/16/2024Second Line Capital LLC46,377$546K0.2%+11.6%0.094%
8/12/2024Mercer Global Advisors Inc. ADV13,928$164K0.0%N/A0.028%
8/10/2024Axxcess Wealth Management LLC484,495$5.71M0.2%+11.0%0.985%
8/8/2024J.W. Cole Advisors Inc.17,921$211K0.0%+7.3%0.036%
8/6/2024Ausdal Financial Partners Inc.56,845$670K0.1%+5.8%0.116%
8/3/2024Shaker Financial Services LLC212,585$2.50M1.0%+81.8%0.432%
7/31/2024Aptus Capital Advisors LLC46,377$546K0.0%-9.7%0.094%
7/31/2024Commonwealth Equity Services LLC120,791$1.42M0.0%+1.7%0.246%
7/30/2024International Assets Investment Management LLC41,547$489K0.0%-7.3%0.084%
7/27/2024HB Wealth Management LLC11,898$140K0.0%-6.8%0.024%
7/25/2024Calamos Advisors LLC40,932$482K0.0%+46.5%0.083%
7/12/2024Baldwin Brothers LLC MA2,573$30K0.0%-47.5%0.005%
6/13/2024Mosaic Family Wealth Partners LLC39,144$456K0.1%+42.0%0.080%
5/29/2024Pathway Financial Advisers LLC219,807$2.56M0.9%N/A0.447%
5/22/2024Second Line Capital LLC41,561$484K0.2%+11.3%0.084%
5/14/2024Advisors Asset Management Inc.57,578$671K0.0%N/A0.117%
5/14/2024Axxcess Wealth Management LLC436,326$5.08M0.1%+15.3%0.887%
5/8/2024Williams Jones Wealth Management LLC.10,942$127K0.0%N/A0.022%
5/7/2024Atomi Financial Group Inc.12,288$143K0.0%-7.3%0.025%
5/1/2024Janney Montgomery Scott LLC22,823$266K0.0%-5.8%0.046%
4/30/2024HB Wealth Management LLC12,768$149K0.0%N/A0.026%
4/30/2024Commonwealth Equity Services LLC118,750$1.38M0.0%-7.3%0.241%
4/11/2024International Assets Investment Management LLC44,837$523K0.0%-3.8%0.091%
3/27/2024Nomura Holdings Inc.22,402$239K0.0%N/A0.046%
2/15/2024Flow State Investments L.P.65,164$694K0.2%+327.3%0.132%
2/12/2024Focus Financial Network Inc. ADV69,984$745K0.0%N/A0.142%
2/12/2024Steward Partners Investment Advisory LLC42,776$456K0.0%-14.8%0.087%
2/7/2024Shaker Financial Services LLC107,421$1.14M0.5%-33.8%0.218%
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2/7/2024Montag A & Associates Inc.4,844$52K0.0%-68.1%0.010%
2/7/2024Arlington Capital Management Inc.58,755$626K0.6%N/A0.119%
2/6/2024Axxcess Wealth Management LLC378,540$4.03M0.1%+270.0%0.770%
2/1/2024Wolverine Asset Management LLC116,068$1.24M0.0%-22.7%0.236%
1/31/2024J.W. Cole Advisors Inc.16,457$175K0.0%+15.7%0.033%
1/30/2024SFI Advisors LLC60,547$645K0.6%N/A0.123%
1/30/2024CTC Alternative Strategies Ltd.13,132$140K0.3%N/A0.027%
1/25/2024International Assets Investment Management LLC46,613$496K0.0%-3.9%0.095%
1/24/2024Stratos Wealth Partners LTD.124,146$1.32M0.0%+2.2%0.252%
1/24/2024Sowell Financial Services LLC19,907$212K0.0%N/A0.040%
1/24/2024International Assets Investment Management LLC496,426$5.29M0.0%+923.9%1.009%
1/17/2024Bridge Advisory LLC32,208$343K0.2%-93.2%0.065%
1/16/2024Raymond James Financial Services Advisors Inc.27,883$297K0.0%-7.3%0.057%
1/16/2024Raymond James & Associates17,007$181K0.0%-14.0%0.035%
1/11/2024Ausdal Financial Partners Inc.53,463$569K0.1%-40.1%0.109%
11/16/2023Penserra Capital Management LLC192,293$1.85M0.0%N/A0.391%
11/15/2023Axxcess Wealth Management LLC102,319$984K0.0%N/A0.208%
11/14/2023AQR Arbitrage LLC161,410$1.55M0.1%N/A0.329%
11/13/2023Wolverine Asset Management LLC150,238$1.45M0.0%+812.1%0.306%
11/13/2023Kestra Advisory Services LLC87,812$845K0.0%+9.4%0.179%
11/8/2023Aptus Capital Advisors LLC37,653$362K0.0%N/A0.077%
11/8/2023Ausdal Financial Partners Inc.89,290$859K0.1%-24.3%0.182%
11/8/2023Landscape Capital Management L.L.C.35,922$346K0.0%N/A0.073%
11/8/2023Kestra Private Wealth Services LLC16,718$161K0.0%-8.4%0.034%
11/2/2023Shaker Financial Services LLC162,284$1.56M0.7%N/A0.330%
10/24/2023Stratos Wealth Partners LTD.121,420$1.17M0.0%-22.5%0.247%
10/24/2023Raymond James Financial Services Advisors Inc.30,074$289K0.0%-15.3%0.061%
10/24/2023Cambridge Investment Research Advisors Inc.63,054$607K0.0%+25.8%0.128%
10/23/2023Commonwealth Equity Services LLC138,515$1.33M0.0%-8.3%0.282%
10/20/2023Bridge Advisory LLC474,319$4.56M1.6%+5.6%0.966%
8/15/2023Cohen & Steers Inc.353,691$4.17M0.0%+43.7%0.720%
8/11/2023Kestra Advisory Services LLC80,270$946K0.0%+5.4%0.163%
8/11/2023Guggenheim Capital LLC204,281$2.41M0.0%+77.6%0.416%
8/10/2023Osaic Holdings Inc.304,024$3.58M0.0%+12.5%0.619%
8/8/2023Prospera Financial Services Inc17,664$208K0.0%-6.3%0.036%
8/7/2023Wolverine Asset Management LLC16,472$194K0.0%N/A0.034%
8/7/2023Cassaday & Co Wealth Management LLC12,799$151K0.0%N/A0.026%
8/3/2023Atria Wealth Solutions Inc.24,078$284K0.0%+33.1%0.049%
8/1/2023Kistler Tiffany Companies LLC3,571$42K0.0%N/A0.007%
7/31/2023LPL Financial LLC234,064$2.76M0.0%+25.6%0.477%
7/31/2023Ausdal Financial Partners Inc.117,915$1.39M0.2%-1.2%0.240%
7/27/2023J.W. Cole Advisors Inc.14,978$176K0.0%-20.9%0.030%
7/26/2023Websterrogers Financial Advisors LLC52,000$613K0.3%N/A0.106%
7/25/2023Raymond James Financial Services Advisors Inc.35,502$418K0.0%-12.5%0.072%
7/20/2023International Assets Investment Management LLC47,534$560K0.1%-3.2%0.097%
7/20/2023Sabal Trust CO35,920$423K0.0%N/A0.073%
7/18/2023Stratos Wealth Partners LTD.156,609$1.85M0.0%+9.1%0.319%
7/17/2023Bridge Advisory LLC449,065$5.29M1.9%+4.1%0.914%
7/13/2023Cambridge Investment Research Advisors Inc.50,116$590K0.0%-4.4%0.102%
6/7/2023Atomi Financial Group Inc.12,612$156K0.1%N/A0.026%
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5/11/2023Guggenheim Capital LLC115,010$1.43M0.0%-11.7%0.234%
5/5/2023New England Private Wealth Advisors LLC10,030$141K0.0%N/A0.020%
4/28/2023Janney Montgomery Scott LLC22,325$277K0.0%-6.6%0.045%
4/27/2023Stratos Wealth Partners LTD.143,583$1.78M0.0%+28.0%0.292%
4/25/2023Advisor Resource Council29,119$374K0.1%N/A0.059%
4/24/2023Merit Financial Group LLC18,124$225K0.0%-7.0%0.037%
4/14/2023Raymond James Financial Services Advisors Inc.40,568$503K0.0%+2.8%0.083%
4/14/2023Raymond James & Associates20,767$257K0.0%-8.3%0.042%
4/14/2023Bridge Advisory LLC431,283$5.34M2.1%+5.8%0.878%
2/14/2023Alpine Global Management LLC17,263$223K0.1%N/A0.035%
(Data available from 1/1/2016 forward)

PDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PDT shares?

During the previous two years, 63 institutional investors and hedge funds held shares of John Hancock Premium Dividend Fund. The most heavily invested institutionals were International Assets Investment Management LLC ($7.28M), Axxcess Wealth Management LLC ($5.93M), Cohen & Steers Inc. ($4.17M), Osaic Holdings Inc. ($3.58M), Advisor Group Holdings Inc. ($3.11M), Pathway Financial Advisers LLC ($2.92M), and LPL Financial LLC ($2.76M).Learn more on PDT's institutional investors.

What percentage of John Hancock Premium Dividend Fund stock is owned by institutional investors?

12.98% of John Hancock Premium Dividend Fund stock is owned by institutional investors. Learn more on PDT's institutional investor holdings.

Which institutional investors have been buying John Hancock Premium Dividend Fund stock?

Of the 54 institutional investors that purchased John Hancock Premium Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($958.96K), Axxcess Wealth Management LLC ($484.50K), Shaker Financial Services LLC ($257.92K), Pathway Financial Advisers LLC ($223.93K), Penserra Capital Management LLC ($192.29K), AQR Arbitrage LLC ($161.41K), and Wolverine Asset Management LLC ($161.38K).

How much institutional buying is happening at John Hancock Premium Dividend Fund?

Institutional investors have bought a total of 3,760,749 shares in the last 24 months. This purchase volume represents approximately $42.32M in transactions.

Which John Hancock Premium Dividend Fund major shareholders have been selling company stock?

Of the 28 institutional investors that sold John Hancock Premium Dividend Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridge Advisory LLC ($442.11K), Shaker Financial Services LLC ($100.96K), Ausdal Financial Partners Inc. ($65.91K), Arlington Capital Management Inc. ($43.71K), Axxcess Wealth Management LLC ($36.28K), Stratos Wealth Partners LTD. ($35.19K), and Commonwealth Equity Services LLC ($34.21K).

How much institutional selling is happening at John Hancock Premium Dividend Fund?

Institutional investors have sold a total of 898,069 shares in the last 24 months. This volume of shares sold represents approximately $9.97M in transactions.



This page (NYSE:PDT) was last updated on 1/7/2025 by MarketBeat.com Staff
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