Comparable stake leader
FIRST TRUST PORTFOLIOS LP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000855886.
Comparable stake leader
FIRST TRUST PORTFOLIOS LP
Disclosed value leader
FIRST TRUST PORTFOLIOS LP
Comparable rows
50/50
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
11%
|
$69,290,544
5,229,475 shares
|
$0 | 31 Jul 2025 |
| COHEN & STEERS, INC. |
13F
Company
|
1.9%
|
$11,980,000
925,089 shares
|
— | 30 Jun 2026 |
| Invesco Ltd. |
13F
Company
|
1.6%
|
$10,105,287
780,331 shares
|
— | 30 Jun 2026 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
1.3%
|
$8,020,388
619,335 shares
|
— | 30 Jun 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC |
13F
Company
|
1.2%
|
$7,797,474
602,122 shares
|
— | 30 Jun 2026 |
| Pathstone Holdings, LLC |
13F
Company
|
0.88%
|
$5,619,005
433,900 shares
|
— | 30 Jun 2026 |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
Company
|
0.65%
|
$4,146,732
320,211 shares
|
— | 30 Jun 2026 |
| MORGAN STANLEY |
13F
Company
|
0.51%
|
$3,236,991
249,960 shares
|
— | 30 Jun 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$22,001.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 913 | 0 | $12,000 | $0 | +$12,000 |
| 6-9 | 774 | 0 | $10,001 | $0 | +$10,001 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-18 of 18 reporting-owner rows connected to JOHN HANCOCK PREMIUM DIVIDEND FUND. Open a relationship link for the CIK-to-CIK filing trail.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Christine Hurtsellers | PDT | Common Shares of Beneficial Interest | Purchase | $12,000 | $13.14 | 913 | 913 | 06 May 2026 | Direct | |
| Kenneth J. Phelan | PDT | Common Shares of Beneficial Interest | Purchase | $10,001 | $12.92 | 774 | 774 | 26 Jan 2026 | Direct |