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. | 08/14/2026 | 925.09 K | $11.98 M | 2.78% | 1.88% |
| INVESCO LTD. | 08/14/2026 | 780.33 K | $10.11 M | 0.83% | 1.59% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 619.34 K | $8.02 M | -6.46% | 1.26% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 602.12 K | $7.80 M | 100.00% | 1.22% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 433.90 K | $5.62 M | 108.04% | 0.88% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 320.21 K | $4.15 M | 0.83% | 0.65% |
| MORGAN STANLEY | 08/13/2026 | 249.96 K | $3.24 M | 19.37% | 0.51% |
| PATHWAY FINANCIAL ADVISERS, LLC | 07/30/2026 | 229.45 K | $2.97 M | -0.99% | 0.47% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 228.86 K | $2.96 M | 113.59% | 0.47% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 197.52 K | $2.56 M | 38.35% | 0.40% |
| LPL FINANCIAL LLC | 08/07/2026 | 196.98 K | $2.55 M | -0.45% | 0.40% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 186.28 K | $2.41 M | -32.87% | 0.38% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 164.86 K | $2.13 M | -0.29% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 120.81 K | $1.56 M | -0.42% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 92.09 K | $1.19 M | -16.28% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 90.98 K | $1.18 M | 94.16% | 0.19% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 88.07 K | $1.14 M | 1.61% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 87.91 K | $1.14 M | -1.02% | 0.18% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 87.42 K | $1.13 M | 0.00% | 0.18% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 83.88 K | $1.09 M | 15.12% | 0.17% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 75.22 K | $974.05 K | 8.46% | 0.15% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 62.92 K | $814.83 K | 7.14% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 59.81 K | $774.55 K | 26.85% | 0.12% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 59.64 K | $772.32 K | 0.78% | 0.12% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 59.25 K | $767.22 K | 0.24% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 58.77 K | $761.09 K | 9.51% | 0.12% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 55.54 K | $719.19 K | 91.13% | 0.11% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 07/15/2026 | 52.00 K | $673.40 K | 0.00% | 0.11% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 43.15 K | $558.81 K | 100.00% | 0.09% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 42.54 K | $550.83 K | 7.35% | 0.09% |
| OPPENHEIMER & CO INC | 08/03/2026 | 41.84 K | $541.88 K | 100.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 40.43 K | $523.51 K | 4.67% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 39.32 K | $509.23 K | 32.54% | 0.08% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 39.32 K | $509.16 K | -68.13% | 0.08% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 38.17 K | $494.34 K | 0.03% | 0.08% |
| COQUINA PRIVATE WEALTH LLC | 07/29/2026 | 37.88 K | $490.49 K | 1.64% | 0.08% |
| SECOND LINE CAPITAL, LLC | 09/02/2026 | 37.17 K | $481.40 K | 0.02% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 36.41 K | $472.00 K | -2.77% | 0.07% |
| HANCOCK WHITNEY CORP | 08/14/2026 | 35.92 K | $465.16 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 35.61 K | $461.09 K | 44.41% | 0.07% |
| QUARRY LP | 08/14/2026 | 34.32 K | $444.39 K | 0.00% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 34.10 K | $440.60 K | 3.44% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 33.97 K | $439.84 K | 0.64% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 31.96 K | $413.88 K | 0.00% | 0.07% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 29.04 K | $376.03 K | 0.00% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 27.90 K | $361.92 K | 145.76% | 0.06% |
| BROOKWOOD INVESTMENT GROUP LLC | 07/23/2026 | 26.56 K | $343.98 K | -0.45% | 0.05% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 26.40 K | $341.88 K | 100.00% | 0.05% |
| CARL P. SHERR & CO., LLC | 08/03/2026 | 25.70 K | $332.75 K | 0.00% | 0.05% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 24.81 K | $321.31 K | 1.91% | 0.05% |
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John Hancock Premium Dividend Fund institutional Ownership - FAQ's
During the previous two years, 166 institutional investors and hedge funds held shares of John Hancock Premium Dividend Fund. The most heavily invested institutionals were:
COHEN & STEERS, INC.: 925,089
Invesco Ltd.: 780,331
GUGGENHEIM CAPITAL LLC: 619,335
AXXCESS WEALTH MANAGEMENT, LLC: 602,122
Pathstone Holdings, LLC: 433,900
WOLVERINE ASSET MANAGEMENT LLC: 320,211
15.31% of John Hancock Premium Dividend Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.42 M shares in the last 24 months. This purchase volume represents approximately $124.12 M in transactions.