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John Hancock Premium Dividend Fund (PDT) Institutional Ownership

John Hancock Premium Dividend Fund logo
$12.63 -0.04 (-0.32%)
As of 04/30/2025 03:58 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$28.23M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.40M
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PDT Institutional Buying and Selling by Quarter

John Hancock Premium Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Axxcess Wealth Management LLC488,573$6.39M0.2%+3.4%0.993%
4/30/2025Stratos Wealth Partners LTD.139,140$1.82M0.0%-5.8%0.283%
4/29/2025 Calamos Advisors LLC41,148$538K0.0%-27.8%0.084%
4/28/2025 First Horizon Advisors Inc.3,200$42K0.0%N/A0.007%
4/17/2025 Janney Montgomery Scott LLC19,749$258K0.0%+8.9%0.040%
3/17/2025 Wealth Enhancement Advisory Services LLC13,903$177K0.0%+11.2%0.028%
2/24/2025Ameriflex Group Inc.5,978$77K0.0%N/A0.012%
2/17/2025Second Line Capital LLC49,618$632K0.2%+6.5%0.101%
2/17/2025EP Wealth Advisors LLC11,619$148K0.0%-32.9%0.024%
2/17/2025Bank of America Corp DE42,512$542K0.0%+7.3%0.086%
2/17/2025Aptus Capital Advisors LLC50,618$645K0.0%+8.6%0.103%
2/14/2025Shaker Financial Services LLC135,139$1.72M0.7%-18.8%0.275%
2/13/2025Guggenheim Capital LLC632,437$8.06M0.1%+9.0%1.286%
2/13/2025Walleye Capital LLC41,987$535K0.0%N/A0.085%
2/13/2025Cohen & Steers Inc.773,593$9.86M0.0%+23.2%1.573%
2/13/2025Raymond James Financial Inc.33,357$425K0.0%N/A0.068%
2/13/2025Invesco Ltd.628,792$8.01M0.0%+31.6%1.278%
2/13/2025Wells Fargo & Company MN271,560$3.46M0.0%+484.0%0.552%
2/12/2025Landscape Capital Management L.L.C.11,448$146K0.0%N/A0.023%
2/12/2025Arlington Capital Management Inc.14,426$184K0.1%+15.2%0.029%
2/12/2025Ausdal Financial Partners Inc.57,932$738K0.1%+1.7%0.118%
2/11/2025LPL Financial LLC402,034$5.12M0.0%+71.1%0.817%
2/10/2025Axxcess Wealth Management LLC472,568$6.02M0.1%+5.4%0.961%
2/10/2025Commonwealth Equity Services LLC119,956$1.53M0.0%-1.3%0.244%
2/7/2025HighTower Advisors LLC15,143$193K0.0%-5.0%0.031%
2/6/2025Raymond James Financial Inc.33,357$425K0.0%N/A0.068%
2/4/2025BankPlus Trust Department8,900$113K0.0%N/A0.018%
1/30/2025Pathway Financial Advisers LLC222,209$2.83M1.0%+0.6%0.452%
1/29/2025 Sovran Advisors LLC85,019$1.06M0.2%N/A0.173%
1/28/2025 Mezzasalma Advisors LLC22,156$282K0.1%N/A0.045%
1/27/2025Stratos Wealth Partners LTD.147,648$1.88M0.0%+3.7%0.300%
1/24/2025 Calamos Advisors LLC56,963$726K0.0%+19.3%0.116%
1/21/2025 Sound Income Strategies LLC1,923$25K0.0%+112.3%0.004%
1/8/2025 International Assets Investment Management LLC35,818$455K0.0%-93.5%0.073%
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%
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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%
10/22/2024 International 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%
7/30/2024 International Assets Investment Management LLC41,547$489K0.0%-7.3%0.084%
7/27/2024HB Wealth Management LLC11,898$140K0.0%-6.8%0.024%
7/25/2024 Calamos Advisors LLC40,932$482K0.0%+46.5%0.083%
7/12/2024 Baldwin 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%
5/1/2024 Janney 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%
4/11/2024 International 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%
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%
1/25/2024 International 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%
1/24/2024 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%
1/17/2024Bridge 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%
11/16/2023 Penserra Capital Management LLC192,293$1.85M0.0%N/A0.391%
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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%
(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, 66 institutional investors and hedge funds held shares of John Hancock Premium Dividend Fund. The most heavily invested institutionals were Cohen & Steers Inc. ($9.86M), Guggenheim Capital LLC ($8.06M), Invesco Ltd. ($8.01M), Axxcess Wealth Management LLC ($6.39M), LPL Financial LLC ($5.12M), Osaic Holdings Inc. ($3.58M), and Wells Fargo & Company MN ($3.46M).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 59 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 ($956.96K), Axxcess Wealth Management LLC ($524.85K), Shaker Financial Services LLC ($257.92K), Cohen & Steers Inc. ($252.99K), Pathway Financial Advisers LLC ($225.35K), Wells Fargo & Company MN ($225.06K), and LPL Financial LLC ($214.91K).

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

Institutional investors have bought a total of 4,595,945 shares in the last 24 months. This purchase volume represents approximately $52.96M 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: International Assets Investment Management LLC ($523.26K), Bridge Advisory LLC ($442.11K), Shaker Financial Services LLC ($132.31K), Ausdal Financial Partners Inc. ($65.91K), Arlington Capital Management Inc. ($43.71K), Stratos Wealth Partners LTD. ($43.70K), and Axxcess Wealth Management LLC ($36.28K).

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

Institutional investors have sold a total of 1,441,609 shares in the last 24 months. This volume of shares sold represents approximately $16.89M in transactions.


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This page (NYSE:PDT) was last updated on 5/1/2025 by MarketBeat.com Staff
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