Free Trial
→ I was wrong about Trump (From Porter & Company) (Ad) Free HTD Stock Alerts

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

John Hancock Tax-Advantaged Dividend Income Fund logo
$23.96 -0.14 (-0.58%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$24.11 +0.15 (+0.64%)
As of 07/18/2025 06:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$39.62M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.02M
Get HTD Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Hancock Tax-Advantaged Dividend Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HTD Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025PFG Investments LLC14,960$350K0.0%+24.1%0.000%
7/17/2025 Presper Financial Architects LLC27,574$645K0.5%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC84,010$1.97M0.0%+31.4%0.000%
7/15/2025 Fifth Third Bancorp3,958$93K0.0%+6,724.1%0.000%
7/8/2025 MRA Advisory Group28,208$660K0.3%-2.0%0.000%
5/16/2025Jones Financial Companies Lllp2,000$48K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC16,711$400K0.0%-6.2%0.000%
5/16/2025AQR Arbitrage LLC158,175$3.78M0.1%-24.2%0.000%
5/16/20251607 Capital Partners LLC28,731$688K0.1%-28.0%0.000%
5/15/2025Royal Bank of Canada165,634$3.96M0.0%+0.4%0.000%
5/14/2025Guggenheim Capital LLC406,624$9.73M0.1%+8.2%0.000%
5/14/2025Walleye Capital LLC24,259$581K0.0%-16.1%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.3,780$90K0.0%N/A0.000%
5/14/2025CW Advisors LLC25,221$604K0.0%N/A0.000%
5/13/2025Nations Financial Group Inc. IA ADV21,340$511K0.0%-3.3%0.000%
5/12/2025Invesco Ltd.518,742$12.41M0.0%+3.8%0.000%
5/7/2025LPL Financial LLC291,620$6.98M0.0%+9.4%0.000%
5/6/2025Cetera Investment Advisers159,567$3.82M0.0%+4.3%0.000%
5/5/2025Private Advisor Group LLC13,662$327K0.0%-17.4%0.000%
4/29/2025Envestnet Asset Management Inc.22,640$542K0.0%+40.9%0.000%
4/29/2025Calamos Advisors LLC24,400$584K0.0%-3.8%0.000%
4/28/2025North Capital Inc.1,679$40K0.0%N/A0.000%
4/28/2025Redmont Wealth Advisors LLC2,612$63K0.1%N/A0.000%
4/23/2025Spire Wealth Management20,807$498K0.0%+19.1%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.30,721$735K0.0%+57.1%0.000%
4/21/2025Institute for Wealth Management LLC.8,992$215K0.0%-10.0%0.000%
4/18/2025Mezzasalma Advisors LLC11,824$283K0.1%-3.9%0.000%
4/18/2025CENTRAL TRUST Co88,223$2.11M0.1%-1.7%0.000%
4/17/2025 Sowell Financial Services LLC9,721$233K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC63,930$1.53M0.0%+19.6%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC42,182$1.01M0.0%+3.8%0.000%
4/11/2025 SeaCrest Wealth Management LLC10,361$248K0.0%-9.9%0.000%
4/9/2025 NBC Securities Inc.4,025$96K0.0%+100,525.0%0.000%
2/25/2025Polar Asset Management Partners Inc.42,152$928K0.0%N/A0.000%
2/18/2025Elequin Capital LP2,089$46K0.0%N/A0.000%
2/17/2025Polar Asset Management Partners Inc.42,152$928K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers153,037$3.37M0.0%+2.6%0.000%
2/17/2025Captrust Financial Advisors454,419$10.01M0.0%+152.2%0.000%
2/17/2025Bank of America Corp DE345,101$7.60M0.0%-1.6%0.000%
2/17/2025Ameriprise Financial Inc.17,318$381K0.0%+67.7%0.000%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
2/14/2025AQR Arbitrage LLC208,539$4.59M0.1%-23.2%0.000%
2/14/2025Lido Advisors LLC12,667$279K0.0%N/A0.000%
2/14/2025Stifel Financial Corp123,984$2.73M0.0%+3.3%0.000%
2/14/2025Shaker Financial Services LLC14,000$308K0.1%N/A0.000%
2/14/2025First Trust Advisors LP121,088$2.67M0.0%+1.5%0.000%
2/13/2025Guggenheim Capital LLC375,937$8.28M0.1%+8.8%0.000%
2/13/2025Walleye Capital LLC28,906$637K0.0%-20.4%0.000%
2/13/2025Fernwood Investment Management LLC25,215$555K0.2%-18.5%0.000%
2/13/2025Raymond James Financial Inc.298,558$6.57M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC9,164$202K0.0%N/A0.000%
2/13/2025Invesco Ltd.499,820$11.01M0.0%+6.2%0.000%
2/13/2025Wells Fargo & Company MN235,814$5.19M0.0%+18.9%0.000%
2/11/2025LPL Financial LLC266,531$5.87M0.0%+9.6%0.000%
2/11/2025Samalin Investment Counsel LLC51,596$1.14M0.5%-1.5%0.000%
2/10/2025Commonwealth Equity Services LLC56,617$1.25M0.0%-2.8%0.000%
2/7/2025Cornerstone Advisors LLC13,790$304K0.0%N/A0.000%
2/7/2025 Argentarii LLC10,823$238K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.298,558$6.57M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC7,375$162K0.0%+34.1%0.000%
2/3/2025Private Advisor Group LLC16,530$364K0.0%-3.6%0.000%
1/31/2025Global Retirement Partners LLC6,483$143K0.0%-28.4%0.000%
1/30/2025Allworth Financial LP2,250$51K0.0%+184.8%0.000%
1/28/2025Mezzasalma Advisors LLC12,301$271K0.1%N/A0.000%
1/24/2025Calamos Advisors LLC25,376$559K0.0%+23.8%0.000%
1/24/2025GPS Wealth Strategies Group LLC7,757$171K0.0%+32.4%0.000%
1/24/2025CENTRAL TRUST Co89,757$1.98M0.0%-2.0%0.000%
1/24/2025Spire Wealth Management17,474$385K0.0%+239.6%0.000%
1/17/2025 Janney Montgomery Scott LLC53,438$1.18M0.0%+48.4%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.44,119$972K0.0%-15.6%0.000%
1/14/2025 MRA Advisory Group29,190$643K0.3%-1.9%0.000%
12/26/2024JPMorgan Chase & Co.1,120$26K0.0%N/A0.000%
11/15/2024Stifel Financial Corp120,058$2.79M0.0%+1.2%0.000%
11/15/2024HighTower Advisors LLC11,427$266K0.0%-9.2%0.000%
11/14/2024Captrust Financial Advisors180,183$4.18M0.0%N/A0.000%
11/14/2024Walleye Capital LLC36,329$844K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.32,389$752K0.1%-55.1%0.000%
11/8/2024SMH Capital Advisors Inc.9,209$214K0.7%N/A0.000%
11/4/2024Wolverine Asset Management LLC1,278$30K0.0%-96.6%0.000%
11/4/2024Kennebec Savings Bank1,300$30K0.0%N/A0.000%
10/29/2024Fernwood Investment Management LLC30,928$718K0.2%-11.1%0.000%
10/29/2024 Janney Montgomery Scott LLC36,014$836K0.0%-3.3%0.000%
10/28/2024US Bancorp DE10,701$248K0.0%+42.7%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC40,552$942K0.0%-6.1%0.000%
10/24/2024PFG Investments LLC12,041$280K0.0%-12.2%0.000%
10/23/2024CENTRAL TRUST Co91,562$2.13M0.0%-3.8%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.52,280$1.21M0.1%-35.6%0.000%
10/22/2024International Assets Investment Management LLC11,842$275K0.0%+1,303.1%0.000%
10/22/2024Private Advisor Group LLC17,153$398K0.0%-3.9%0.000%
10/18/2024Raymond James & Associates164,496$3.82M0.0%-61.1%0.000%
10/7/2024Platte River Wealth Advisors LLC27,720$644K0.2%+3.7%0.000%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
10/4/2024 MRA Advisory Group29,764$691K0.4%-2.5%0.000%
8/22/2024Cetera Investment Advisers151,350$3.06M0.0%-14.8%0.000%
8/21/2024Truist Financial Corp10,035$203K0.0%N/A0.000%
8/16/2024Almitas Capital LLC21,471$434K0.2%N/A0.000%
8/15/2024Logan Stone Capital LLC30,772$622K0.2%N/A0.000%
8/10/2024Abbot Financial Management Inc.15,600$315K0.2%-6.0%0.000%
8/9/2024Cornerstone Advisors LLC52,339$1.06M0.0%-33.9%0.000%
8/2/2024Founders Financial Securities LLC48,950$989K0.1%-38.8%0.000%
8/2/2024Wolverine Asset Management LLC37,742$763K0.0%-38.2%0.000%
7/31/2024Commonwealth Equity Services LLC59,010$1.19M0.0%+6.0%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, 95 institutional investors and hedge funds held shares of John Hancock Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were Invesco Ltd. ($12.41M), UBS Group AG ($12.34M), Captrust Financial Advisors ($10.01M), Guggenheim Capital LLC ($9.73M), Bank of America Corp DE ($7.60M), LPL Financial LLC ($6.98M), and Raymond James Financial Inc. ($6.57M).Learn more on John Hancock Tax-Advantaged Dividend Income Fund's institutional investors.

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

Of the 79 institutional investors that purchased John Hancock Tax-Advantaged Dividend Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($597.12K), Captrust Financial Advisors ($454.42K), Cetera Investment Advisers ($188.02K), Invesco Ltd. ($126.36K), Karpus Management Inc. ($118.13K), Cornerstone Advisors LLC ($92.94K), and Polar Asset Management Partners Inc. ($84.30K).

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

Institutional investors have bought a total of 1,751,646 shares in the last 24 months. This purchase volume represents approximately $39.11M in transactions.

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

Of the 29 institutional investors that sold John Hancock Tax-Advantaged Dividend Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($257.99K), AQR Arbitrage LLC ($113.38K), Wolverine Asset Management LLC ($59.81K), Landscape Capital Management L.L.C. ($39.76K), Hennion & Walsh Asset Management Inc. ($39.02K), Founders Financial Securities LLC ($31.03K), and Cornerstone Advisors LLC ($26.82K).

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

Institutional investors have sold a total of 663,749 shares in the last 24 months. This volume of shares sold represents approximately $15.02M in transactions.


Related Companies

This page (NYSE:HTD) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Turn $1K into $50K with This DeFi Gem
I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. Th...
Crypto 101 Media | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored