John Hancock Premium Dividend Fund (PDT) Institutional Ownership

$11.75
-0.05 (-0.42%)
(As of 05/17/2024 ET)

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)
33
Total
Institutional Inflows
(last 12 months)
$26.23M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.44M
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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
5/14/2024 Advisors Asset Management Inc.57,578$671K0.0%N/A0.117%
5/14/2024 Axxcess Wealth Management LLC436,326$5.08M0.1%+15.3%0.887%
5/8/2024 Williams Jones Wealth Management LLC.10,942$127K0.0%N/A0.022%
5/7/2024 Atomi Financial Group Inc.12,288$143K0.0%-7.3%0.025%
5/1/2024 Janney Montgomery Scott LLC22,823$266K0.0%-5.8%0.046%
4/30/2024 HB Wealth Management LLC12,768$149K0.0%N/A0.026%
4/30/2024Commonwealth Equity Services LLC118,750$1.38M0.0%-7.3%0.241%
4/11/2024 International Assets Investment Management LLC44,837$523K0.0%-3.8%0.091%
3/27/2024 Nomura Holdings Inc.22,402$239K0.0%N/A0.046%
2/15/2024 Flow 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%
2/12/2024 Steward Partners Investment Advisory LLC42,776$456K0.0%-14.8%0.087%
2/7/2024 Shaker Financial Services LLC107,421$1.14M0.5%-33.8%0.218%
2/7/2024 Montag A & Associates Inc.4,844$52K0.0%-68.1%0.010%
2/7/2024 Arlington Capital Management Inc.58,755$626K0.6%N/A0.119%
2/6/2024 Axxcess Wealth Management LLC378,540$4.03M0.1%+270.0%0.770%
2/1/2024 Wolverine Asset Management LLC116,068$1.24M0.0%-22.7%0.236%
1/31/2024 J.W. Cole Advisors Inc.16,457$175K0.0%+15.7%0.033%
1/30/2024 SFI Advisors LLC60,547$645K0.6%N/A0.123%
1/30/2024 CTC Alternative Strategies Ltd.13,132$140K0.3%N/A0.027%
1/25/2024 International Assets Investment Management LLC46,613$496K0.0%-3.9%0.095%
1/24/2024 Stratos Wealth Partners LTD.124,146$1.32M0.0%+2.2%0.252%
1/24/2024 Sowell Financial Services LLC19,907$212K0.0%N/A0.040%
1/24/2024 International Assets Investment Management LLC496,426$5.29M0.0%+923.9%1.009%
1/17/2024 Bridge Advisory LLC32,208$343K0.2%-93.2%0.065%
1/16/2024 Raymond James Financial Services Advisors Inc.27,883$297K0.0%-7.3%0.057%
1/16/2024 Raymond James & Associates17,007$181K0.0%-14.0%0.035%
1/11/2024 Ausdal Financial Partners Inc.53,463$569K0.1%-40.1%0.109%
11/16/2023 Penserra Capital Management LLC192,293$1.85M0.0%N/A0.391%
11/15/2023 Axxcess Wealth Management LLC102,319$984K0.0%N/A0.208%
11/14/2023 AQR Arbitrage LLC161,410$1.55M0.1%N/A0.329%
11/13/2023 Wolverine Asset Management LLC150,238$1.45M0.0%+812.1%0.306%
11/13/2023 Kestra Advisory Services LLC87,812$845K0.0%+9.4%0.179%
11/8/2023 Aptus Capital Advisors LLC37,653$362K0.0%N/A0.077%
11/8/2023 Ausdal Financial Partners Inc.89,290$859K0.1%-24.3%0.182%
11/8/2023 Landscape Capital Management L.L.C.35,922$346K0.0%N/A0.073%
11/8/2023 Kestra Private Wealth Services LLC16,718$161K0.0%-8.4%0.034%
11/2/2023 Shaker Financial Services LLC162,284$1.56M0.7%N/A0.330%
10/24/2023 Stratos Wealth Partners LTD.121,420$1.17M0.0%-22.5%0.247%
10/24/2023 Raymond James Financial Services Advisors Inc.30,074$289K0.0%-15.3%0.061%
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10/24/2023 Cambridge 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%
10/20/2023 Bridge Advisory LLC474,319$4.56M1.6%+5.6%0.966%
8/15/2023 Cohen & Steers Inc.353,691$4.17M0.0%+43.7%0.720%
8/11/2023 Kestra Advisory Services LLC80,270$946K0.0%+5.4%0.163%
8/11/2023 Guggenheim Capital LLC204,281$2.41M0.0%+77.6%0.416%
8/10/2023 Osaic Holdings Inc.304,024$3.58M0.0%+12.5%0.619%
8/8/2023Prospera Financial Services Inc17,664$208K0.0%-6.3%0.036%
8/7/2023 Wolverine Asset Management LLC16,472$194K0.0%N/A0.034%
8/7/2023 Cassaday & Co Wealth Management LLC12,799$151K0.0%N/A0.026%
8/3/2023 Atria Wealth Solutions Inc.24,078$284K0.0%+33.1%0.049%
8/1/2023Kistler Tiffany Companies LLC3,571$42K0.0%N/A0.007%
7/31/2023 LPL Financial LLC234,064$2.76M0.0%+25.6%0.477%
7/31/2023 Ausdal Financial Partners Inc.117,915$1.39M0.2%-1.2%0.240%
7/27/2023 J.W. Cole Advisors Inc.14,978$176K0.0%-20.9%0.030%
7/26/2023 Websterrogers Financial Advisors LLC52,000$613K0.3%N/A0.106%
7/25/2023 Raymond James Financial Services Advisors Inc.35,502$418K0.0%-12.5%0.072%
7/20/2023 International Assets Investment Management LLC47,534$560K0.1%-3.2%0.097%
7/20/2023 Sabal Trust CO35,920$423K0.0%N/A0.073%
7/18/2023 Stratos Wealth Partners LTD.156,609$1.85M0.0%+9.1%0.319%
7/17/2023 Bridge Advisory LLC449,065$5.29M1.9%+4.1%0.914%
7/13/2023 Cambridge Investment Research Advisors Inc.50,116$590K0.0%-4.4%0.102%
6/7/2023 Atomi Financial Group Inc.12,612$156K0.1%N/A0.026%
5/11/2023 Guggenheim Capital LLC115,010$1.43M0.0%-11.7%0.234%
5/5/2023 New England Private Wealth Advisors LLC10,030$141K0.0%N/A0.020%
4/28/2023 Janney Montgomery Scott LLC22,325$277K0.0%-6.6%0.045%
4/27/2023 Stratos Wealth Partners LTD.143,583$1.78M0.0%+28.0%0.292%
4/25/2023 Advisor Resource Council29,119$374K0.1%N/A0.059%
4/24/2023 Merit Financial Group LLC18,124$225K0.0%-7.0%0.037%
4/14/2023 Raymond James Financial Services Advisors Inc.40,568$503K0.0%+2.8%0.083%
4/14/2023 Raymond James & Associates20,767$257K0.0%-8.3%0.042%
4/14/2023 Bridge Advisory LLC431,283$5.34M2.1%+5.8%0.878%
2/14/2023 Alpine Global Management LLC17,263$223K0.1%N/A0.035%
2/10/2023 Advisor Group Holdings Inc.240,492$3.11M0.0%+12.1%0.490%
2/9/2023 Elequin Securities LLC10,804$140K0.0%N/A0.022%
2/8/2023 Raymond James Financial Services Advisors Inc.39,452$511K0.0%-15.2%0.080%
2/8/2023 Belpointe Asset Management LLC41,168$533K0.0%+7.4%0.084%
2/8/2023Prospera Financial Services Inc18,842$244K0.0%N/A0.038%
2/8/2023 Prime Capital Investment Advisors LLC13,358$173K0.0%N/A0.027%
2/8/2023 Cambridge Investment Research Advisors Inc.50,179$649K0.0%+2.1%0.102%
2/7/2023 Cassaday & Co Wealth Management LLC12,760$165K0.0%N/A0.026%
2/7/2023Commonwealth Equity Services LLC157,700$2.04M0.0%-7.3%0.321%
2/7/2023 LPL Financial LLC182,784$2.37M0.0%+2.0%0.372%
2/3/2023 Ausdal Financial Partners Inc.118,974$1.54M0.2%+3.7%0.242%
2/3/2023 Sugarloaf Wealth Management LLC5,568$72K0.0%-24.1%0.011%
2/1/2023 Wolverine Asset Management LLC11,145$144K0.0%N/A0.023%
2/1/2023 Private Portfolio Partners LLC10,946$142K0.0%-12.2%0.022%
1/31/2023 Kestra Advisory Services LLC37,020$479K0.0%-3.1%0.075%
1/30/2023 International Assets Investment Management LLC48,837$632K0.1%+4.3%0.099%
1/27/2023 Baldwin Brothers LLC MA4,905$63K0.0%-56.1%0.010%
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America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
1/17/2023 Bridge Advisory LLC407,502$5.27M2.2%+3.8%0.830%
11/15/2022 Belpointe Asset Management LLC38,318$519K0.0%+6.0%0.078%
11/15/2022Commonwealth Equity Services LLC170,054$2.30M0.0%+8.9%0.348%
11/14/2022 Guggenheim Capital LLC147,464$2.00M0.0%+9.5%0.302%
11/9/2022 Ausdal Financial Partners Inc.114,775$1.55M0.2%+18.4%0.235%
11/2/2022 Aptus Capital Advisors LLC20,028$271K0.0%N/A0.041%
10/31/2022 J.W. Cole Advisors Inc.18,136$246K0.0%+4.7%0.037%
10/31/2022 International Assets Investment Management LLC46,838$634K0.1%-4.6%0.096%
10/28/2022 Hollencrest Capital Management11,613$157K0.0%-21.0%0.024%
10/27/2022 US Bancorp DE3,460$46K0.0%-19.2%0.007%
(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, 60 institutional investors and hedge funds held shares of John Hancock Premium Dividend Fund. The most heavily invested institutionals were Axxcess Wealth Management LLC ($5.08M), Cohen & Steers Inc. ($4.17M), Osaic Holdings Inc. ($3.58M), Advisor Group Holdings Inc. ($3.11M), LPL Financial LLC ($2.76M), Guggenheim Capital LLC ($2.41M), and Penserra Capital Management LLC ($1.85M).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 51 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 ($451.26K), Axxcess Wealth Management LLC ($436.33K), Bridge Advisory LLC ($268.84K), Penserra Capital Management LLC ($192.29K), Wolverine Asset Management LLC ($170.20K), Shaker Financial Services LLC ($162.28K), and AQR Arbitrage LLC ($161.41K).

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

Institutional investors have bought a total of 3,113,093 shares in the last 24 months. This purchase volume represents approximately $34.59M in transactions.

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

Of the 27 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), Ausdal Financial Partners Inc. ($65.91K), Shaker Financial Services LLC ($54.86K), Stratos Wealth Partners LTD. ($40.91K), Commonwealth Equity Services LLC ($34.21K), Wolverine Asset Management LLC ($34.17K), and Raymond James Financial Services Advisors Inc. ($19.78K).

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

Institutional investors have sold a total of 778,789 shares in the last 24 months. This volume of shares sold represents approximately $8.42M in transactions.


This page (NYSE:PDT) was last updated on 5/19/2024 by MarketBeat.com Staff

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