John Hancock Premium Dividend Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| COHEN & STEERS, INC. | 02/13/2026 | 750.41 K | $9.53 M | 0.00% | 1.53% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/06/2026 | 540.24 K | $6.86 M | 5.97% | 1.10% |
| LPL FINANCIAL LLC | 02/11/2026 | 336.69 K | $4.28 M | -3.07% | 0.68% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 260.10 K | $3.30 M | 2,093.11% | 0.53% |
| PATHWAY FINANCIAL ADVISERS, LLC | 02/06/2026 | 229.04 K | $2.91 M | 0.40% | 0.47% |
| MORGAN STANLEY | 02/13/2026 | 207.17 K | $2.63 M | -17.31% | 0.42% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 143.87 K | $1.83 M | 2.03% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 124.10 K | $1.58 M | 15.24% | 0.25% |
| ORG PARTNERS LLC | 01/14/2026 | 120.00 K | $1.52 M | 100.00% | 0.24% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 114.27 K | $1.45 M | 16.06% | 0.23% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 104.51 K | $1.33 M | 24.37% | 0.21% |
| ROYAL BANK OF CANADA | 02/17/2026 | 98.14 K | $1.25 M | 3.29% | 0.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 92.28 K | $1.17 M | 4.60% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 73.10 K | $928.37 K | -19.87% | 0.15% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 60.29 K | $773.53 K | -25.26% | 0.12% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 57.86 K | $734.86 K | 2.56% | 0.12% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 54.79 K | $695.85 K | 100.00% | 0.11% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 01/08/2026 | 52.00 K | $660.40 K | 0.00% | 0.11% |
| UBS GROUP AG | 01/29/2026 | 48.23 K | $612.57 K | -21.85% | 0.10% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 41.10 K | $521.96 K | -5.03% | 0.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 39.58 K | $502.69 K | -33.71% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 37.48 K | $476.00 K | -11.83% | 0.08% |
| 01/29/2026 | 36.66 K | $465.57 M | 100.00% | 0.07% | |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 34.34 K | $436.11 K | -24.68% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 34.29 K | $435.53 K | -5.45% | 0.07% |
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 26.83 K | $340.77 K | -6.72% | 0.05% |
| CARL P. SHERR & CO., LLC | 02/09/2026 | 25.70 K | $333.78 K | 0.00% | 0.05% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 23.90 K | $304.10 K | 1.92% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 21.79 K | $276.71 K | 100.00% | 0.04% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 19.89 K | $252.63 K | 16.00% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 18.75 K | $238.00 K | 0.54% | 0.04% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 02/12/2026 | 18.74 K | $238.02 K | 0.00% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 18.07 K | $229.54 K | 1.27% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 16.83 K | $213.78 K | -17.99% | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 16.64 K | $211.30 K | 0.00% | 0.03% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 02/13/2026 | 16.19 K | $205.62 K | 0.00% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 15.88 K | $201.65 K | 0.20% | 0.03% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 01/21/2026 | 14.37 K | $182.54 K | 0.30% | 0.03% |
| MARINER, LLC | 02/13/2026 | 13.67 K | $173.57 K | 1.65% | 0.03% |
| NOMURA HOLDINGS INC | 02/17/2026 | 13.39 K | $170.03 K | 100.00% | 0.03% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 02/12/2026 | 13.26 K | $168.42 K | 0.00% | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 13.20 K | $167.69 K | 100.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 12.75 K | $161.89 K | 100.00% | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 12.53 K | $160.51 K | 0.00% | 0.03% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 11.76 K | $149.31 K | 0.00% | 0.02% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 11.57 K | $146.96 K | -15.88% | 0.02% |
| BANKPLUS TRUST DEPARTMENT | 01/27/2026 | 8.90 K | $113.03 K | 0.00% | 0.02% |
| COMERICA BANK | 01/29/2026 | 8.67 K | $110.04 K | 0.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 7.70 K | $97.78 K | 3,148.52% | 0.02% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 7.33 K | $93.06 K | 3.50% | 0.01% |
John Hancock Premium Dividend Fund institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of John Hancock Premium Dividend Fund. The most heavily invested institutionals were:
COHEN & STEERS, INC.: 750,413
AXXCESS WEALTH MANAGEMENT, LLC: 540,241
LPL Financial LLC: 336,685
WOLVERINE ASSET MANAGEMENT LLC: 260,103
Pathway Financial Advisers, LLC: 229,043
MORGAN STANLEY: 207,166
8.12% of John Hancock Premium Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.60 M shares in the last 24 months. This purchase volume represents approximately $88.69 M in transactions.