Quick Takeaways
- PDT - JOHN HANCOCK PREMIUM DIVIDEND FUND has 18 insiders with reported activity on this page.
- Net insider value flow over the last year: +$21,007.
- Recent transaction rows are available for direct filing-level review.
Net insider flow leans to buying over the last 12 months. Net value: +$21,007.
$21,007
Shares: 1,703
Insiders: 2
$0
Shares: 0
Insiders: 0
+$21,007
Shares: +1,703
Insiders: 2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 774 | 0 | $10,001 | $0 | +$10,001 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 929 | 0 | $11,006 | $0 | +$11,006 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
|
First Trust Portfolios L.P. |
11%
|
5,229,475
|
$69,290,544 | $0 | 31 Jul 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
1.5%
|
750,413
|
$9,530,000 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.5%
|
729,916
|
$9,269,933 | — | 31 Dec 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.4%
|
692,562
|
$8,795,537 | — | 31 Dec 2025 | |
| AXXCESS WEALTH MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
540,241
|
$6,861,067 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.68%
|
336,685
|
$4,275,899 | — | 31 Dec 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.53%
|
260,103
|
$3,303,308 | — | 31 Dec 2025 | |
| Pathway Financial Advisers, LLC |
13F
|
Company |
0.47%
|
229,043
|
$2,908,846 | — | 31 Dec 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.43%
|
213,229
|
$2,708,008 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.42%
|
207,166
|
$2,631,009 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.29%
|
143,865
|
$1,827,086 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.25%
|
124,096
|
$1,576,020 | — | 31 Dec 2025 | |
| ORG Partners LLC |
13F
|
Company |
0.24%
|
120,000
|
$1,524,000 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.23%
|
114,265
|
$1,451,166 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.21%
|
104,509
|
$1,327,264 | — | 31 Dec 2025 | |
| READYSTATE ASSET MANAGEMENT LP |
13F
|
Company |
0.2%
|
99,738
|
$1,266,673 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.2%
|
98,142
|
$1,246,000 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.19%
|
92,284
|
$1,171,996 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.18%
|
88,634
|
$1,125,797 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.18%
|
86,098
|
$1,093,445 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.15%
|
73,100
|
$928,372 | — | 31 Dec 2025 | |
| Sovran Advisors, LLC |
13F
|
Company |
0.12%
|
60,290
|
$773,526 | — | 31 Dec 2025 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
0.12%
|
57,863
|
$734,864 | — | 31 Dec 2025 | |
| Pathstone Holdings, LLC |
13F
|
Company |
0.11%
|
54,791
|
$695,846 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.11%
|
53,051
|
$673,752 | — | 31 Dec 2025 | |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
13F
|
Company |
0.11%
|
52,000
|
$660,400 | — | 31 Dec 2025 | |
| &PARTNERS |
13F
|
Company |
0.1%
|
48,708
|
$618,596 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
48,234
|
$612,572 | — | 31 Dec 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.08%
|
41,099
|
$521,957 | — | 31 Dec 2025 | |
| Second Line Capital, LLC |
13F
|
Company |
0.08%
|
41,099
|
$521,952 | — | 31 Dec 2025 | |
| Logan Stone Capital, LLC |
13F
|
Company |
0.08%
|
39,695
|
$504,126 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.08%
|
39,582
|
$502,691 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.08%
|
38,997
|
$495,266 | — | 31 Dec 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.08%
|
37,483
|
$476,000 | — | 31 Dec 2025 | |
| Coquina Private Wealth LLC |
13F
|
Company |
0.07%
|
36,659
|
$465,571 | — | 31 Dec 2025 | |
| HANCOCK WHITNEY CORP |
13F
|
Company |
0.07%
|
35,920
|
$456,184 | — | 31 Dec 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.07%
|
34,339
|
$436,105 | — | 31 Dec 2025 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.07%
|
34,294
|
$435,533 | — | 31 Dec 2025 | |
| Brookwood Investment Group LLC |
13F
|
Company |
0.05%
|
26,832
|
$340,766 | — | 31 Dec 2025 | |
| Carl P. Sherr & Co., LLC |
13F
|
Company |
0.05%
|
25,695
|
$333,778 | — | 31 Dec 2025 | |
| Mezzasalma Advisors, LLC |
13F
|
Company |
0.05%
|
23,895
|
$304,100 | — | 31 Dec 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.04%
|
21,788
|
$276,708 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.04%
|
21,070
|
$267,588 | — | 31 Dec 2025 | |
| Arlington Capital Management, Inc. |
13F
|
Company |
0.04%
|
19,892
|
$252,628 | — | 31 Dec 2025 | |
| Connecticut Wealth Management, LLC |
13F
|
Company |
0.04%
|
18,742
|
$238,023 | — | 31 Dec 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.04%
|
18,754
|
$238,000 | — | 31 Dec 2025 | |
| Merit Financial Group, LLC |
13F
|
Company |
0.04%
|
18,074
|
$229,544 | — | 31 Dec 2025 | |
| Sowell Financial Services LLC |
13F
|
Company |
0.03%
|
16,833
|
$213,783 | — | 31 Dec 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.03%
|
16,637
|
$211,296 | — | 31 Dec 2025 | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
13F
|
Company |
0.03%
|
16,190
|
$205,615 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kenneth J. Phelan | PDT | Common Shares of Beneficial Interest | Purchase | $10,001 | $12.92 | 774 | 774 | 26 Jan 2026 | Direct | |
| Thomas Rowe Wright | PDT | Common Shares of Beneficial Interest | Purchase | $11,006 | $11.85 | 929 | 929 | 08 Apr 2025 | Direct |