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John Hancock Tax-Advantaged Dividend Income Fund (HTD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for John Hancock Tax-Advantaged Dividend Income Fund (NYSE:HTD)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$16.39M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$9.10M
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HTD Institutional Buying and Selling by Quarter

John Hancock Tax-Advantaged Dividend Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024HB Wealth Management LLC17,242$339K0.0%+8.5%0.000%
4/30/2024Commonwealth Equity Services LLC55,669$1.09M0.0%+38.8%0.000%
4/24/2024 CENTRAL TRUST Co98,722$1.94M0.0%-9.7%0.000%
4/24/2024 Spire Wealth Management6,065$119K0.0%+40.3%0.000%
4/23/2024 Platte River Wealth Advisors LLC26,792$527K0.2%+26.4%0.000%
4/23/2024 Global Retirement Partners LLC1,318$26K0.0%-33.3%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV21,775$428K0.0%-5.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.81,024$1.59M0.0%+2.9%0.000%
4/22/2024 PFG Investments LLC13,708$269K0.0%N/A0.000%
4/22/2024 Raymond James & Associates413,199$8.12M0.0%+6.5%0.000%
4/19/2024 Redmont Wealth Advisors LLC3,901$77K0.1%N/A0.000%
4/17/2024 Founders Financial Securities LLC79,975$1.57M0.2%-15.9%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.83,138$1.63M0.1%+11.3%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC43,826$862K0.0%+1.8%0.000%
3/22/2024PNC Financial Services Group Inc.3,003$57K0.0%+238.2%0.000%
3/1/2024Creekmur Asset Management LLC1,568$30K0.0%N/A0.000%
2/15/2024Flow State Investments L.P.83,125$1.58M0.5%+483.5%0.000%
2/13/2024Karpus Management Inc.118,131$2.24M0.1%N/A0.000%
2/9/2024Cornerstone Advisors LLC17,900$340K0.0%N/A0.000%
2/9/2024UBS Group AG650,484$12.34M0.0%-5.4%0.000%
2/8/2024Kingsview Wealth Management LLC11,726$222K0.0%-20.1%0.000%
2/8/2024WealthTrust Asset Management LLC11,860$225K0.2%N/A0.000%
2/8/2024Janney Montgomery Scott LLC34,317$651K0.0%-50.1%0.000%
2/6/2024Lincoln National Corp14,168$269K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC17,399$330K0.0%+6.6%0.000%
2/6/2024 Spire Wealth Management4,322$81K0.0%-38.9%0.000%
2/5/2024Fernwood Investment Management LLC15,252$289K0.1%+10.0%0.000%
2/1/2024Wolverine Asset Management LLC79,783$1.51M0.0%+70.4%0.000%
1/31/2024Institute for Wealth Management LLC.10,192$193K0.0%-20.1%0.000%
1/26/2024Geneos Wealth Management Inc.2,250$43K0.0%-50.0%0.000%
1/25/2024 International Assets Investment Management LLC22,650$430K0.0%N/A0.000%
1/25/2024 Blue Bell Private Wealth Management LLC1,400$27K0.0%N/A0.000%
1/24/2024 CENTRAL TRUST Co109,337$2.07M0.1%-12.0%0.000%
1/24/2024Sowell Financial Services LLC17,570$333K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC22,650$430K0.0%N/A0.000%
1/18/2024 Global Retirement Partners LLC1,977$38K0.0%+97.7%0.000%
1/18/2024 SeaCrest Wealth Management LLC11,393$223K0.0%-61.5%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.78,762$1.49M0.0%-2.4%0.000%
1/16/2024 Raymond James & Associates388,005$7.36M0.0%-2.9%0.000%
1/16/2024HB Wealth Management LLC15,889$301K0.0%+9.3%0.000%
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1/12/2024Mutual Advisors LLC35,056$665K0.0%-13.1%0.000%
1/12/2024 Platte River Wealth Advisors LLC21,204$402K0.1%-26.1%0.000%
11/14/2023AQR Arbitrage LLC25,601$455K0.0%N/A0.000%
11/14/2023Samalin Investment Counsel LLC82,632$1.47M0.8%-19.1%0.000%
11/14/2023Mutual Advisors LLC40,318$716K0.0%+1.7%0.000%
11/13/2023Stifel Financial Corp94,263$1.67M0.0%+5.9%0.000%
11/13/2023Invesco Ltd.378,606$6.72M0.0%+26.1%0.000%
11/13/2023Wolverine Asset Management LLC46,833$832K0.0%+1,022.6%0.000%
11/9/2023UBS Group AG687,594$12.21M0.0%-18.1%0.000%
11/8/2023 Ausdal Financial Partners Inc.16,446$292K0.0%-14.6%0.000%
11/8/2023Janney Montgomery Scott LLC68,774$1.22M0.0%+1.8%0.000%
11/8/2023Landscape Capital Management L.L.C.25,202$448K0.1%N/A0.000%
11/8/2023 Spire Wealth Management7,076$126K0.0%-44.3%0.000%
11/8/2023Avantax Advisory Services Inc.10,558$188K0.0%-12.0%0.000%
11/7/2023Kingsview Wealth Management LLC14,669$261K0.0%+4.5%0.000%
11/4/2023 NBC Securities Inc.4,026$71K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC16,319$290K0.0%-7.1%0.000%
10/31/2023Golden Green Inc.48,872$868K0.9%+5.1%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.70,504$1.25M0.1%+18.6%0.000%
10/26/2023 CENTRAL TRUST Co124,272$2.21M0.1%-2.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.80,731$1.43M0.0%+2.2%0.000%
10/24/2023 Raymond James & Associates399,740$7.10M0.0%+3.2%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.39,496$701K0.0%-6.6%0.000%
10/23/2023Commonwealth Equity Services LLC39,930$709K0.0%+3.0%0.000%
10/23/2023 ST Germain D J Co. Inc.1,917$34K0.0%-24.6%0.000%
10/13/2023HB Wealth Management LLC14,540$258K0.0%+41.7%0.000%
10/12/2023 SeaCrest Wealth Management LLC29,583$525K0.1%+23.0%0.000%
10/11/2023 Platte River Wealth Advisors LLC28,709$510K0.2%+9.3%0.000%
9/7/2023 ST Germain D J Co. Inc.2,542$52K0.0%N/A0.000%
8/17/2023Imprint Wealth LLC58,732$5.87M0.2%N/A0.000%
8/11/2023Guggenheim Capital LLC170,399$3.48M0.0%-10.7%0.000%
8/10/2023Cetera Advisor Networks LLC163,358$3.33M0.0%+7.4%0.000%
8/9/2023 Center for Financial Planning Inc.1,593$32K0.0%N/A0.000%
8/9/2023 Spire Wealth Management12,712$259K0.0%+29.8%0.000%
8/8/2023Geneos Wealth Management Inc.4,500$92K0.0%+800.0%0.000%
8/7/2023Wolverine Asset Management LLC4,172$85K0.0%N/A0.000%
8/3/2023 JNBA Financial Advisors2,240$46K0.0%N/A0.000%
8/3/2023Samalin Investment Counsel LLC102,157$2.08M1.1%-14.8%0.000%
7/31/2023LPL Financial LLC223,321$4.56M0.0%+10.1%0.000%
7/31/2023Mutual Advisors LLC39,626$808K0.0%-37.4%0.000%
7/28/2023 Oakworth Capital Inc.1,500$31K0.0%N/A0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.78,966$1.61M0.0%-2.3%0.000%
7/25/2023 Raymond James & Associates387,187$7.90M0.0%+1.6%0.000%
7/13/2023HB Wealth Management LLC10,262$209K0.0%N/A0.000%
7/12/2023Heron Bay Capital Management28,463$581K0.2%-16.9%0.000%
7/7/2023 Platte River Wealth Advisors LLC26,264$536K0.2%-51.1%0.000%
5/15/2023Abbot Financial Management Inc.17,425$372K0.2%-4.4%0.000%
5/11/2023Heron Bay Capital Management34,264$731K0.3%-7.4%0.000%
5/11/2023Golden Green Inc.46,542$992K1.2%N/A0.000%
5/11/2023Guggenheim Capital LLC190,845$4.07M0.0%-1.6%0.000%
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5/10/2023Private Advisor Group LLC17,330$369K0.0%N/A0.000%
5/10/2023LPL Financial LLC202,804$4.32M0.0%+3.3%0.000%
5/9/2023 Spire Wealth Management9,796$209K0.0%+514.9%0.000%
5/9/2023Samalin Investment Counsel LLC119,928$2.56M1.5%-8.4%0.000%
5/8/2023 Global Retirement Partners LLC1,693$35K0.0%+174.8%0.000%
5/4/2023 Founders Financial Securities LLC96,103$2.05M0.3%+1.7%0.000%
5/4/2023 Ausdal Financial Partners Inc.19,499$416K0.1%+12.7%0.000%
5/2/2023 Venturi Wealth Management LLC5,328$114K0.0%N/A0.000%
5/1/2023Fernwood Investment Management LLC11,570$247K0.1%-35.5%0.000%
4/28/2023Avantax Advisory Services Inc.12,000$256K0.0%+9.6%0.000%
(Data available from 1/1/2016 forward)

HTD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTD shares?

During the previous two years, 80 institutional investors and hedge funds held shares of John Hancock Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were UBS Group AG ($12.34M), Raymond James & Associates ($8.12M), Invesco Ltd. ($6.72M), Imprint Wealth LLC ($5.87M), LPL Financial LLC ($4.56M), Advisor Group Holdings Inc. ($4.19M), and Guggenheim Capital LLC ($3.48M).Learn more on HTD's institutional investors.

Which institutional investors have been buying John Hancock Tax-Advantaged Dividend Income Fund stock?

Of the 72 institutional investors that purchased John Hancock Tax-Advantaged Dividend Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($160.70K), UBS Group AG ($119.95K), Hennion & Walsh Asset Management Inc. ($82.43K), Wolverine Asset Management LLC ($79.78K), Invesco Ltd. ($78.31K), Raymond James & Associates ($69.28K), and Flow State Investments L.P. ($68.88K).

How much institutional buying is happening at John Hancock Tax-Advantaged Dividend Income Fund?

Institutional investors have bought a total of 1,424,496 shares in the last 24 months. This purchase volume represents approximately $29.13M in transactions.

Which John Hancock Tax-Advantaged Dividend Income Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold John Hancock Tax-Advantaged Dividend Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($190.90K), Samalin Investment Counsel LLC ($51.87K), Raymond James Financial Services Advisors Inc. ($42.60K), Platte River Wealth Advisors LLC ($38.54K), CENTRAL TRUST Co ($36.11K), Janney Montgomery Scott LLC ($34.46K), and Mutual Advisors LLC ($33.18K).

How much institutional selling is happening at John Hancock Tax-Advantaged Dividend Income Fund?

Institutional investors have sold a total of 617,148 shares in the last 24 months. This volume of shares sold represents approximately $12.24M in transactions.


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This page (NYSE:HTD) was last updated on 5/1/2024 by MarketBeat.com Staff

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