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

John Hancock Tax-Advantaged Dividend Income Fund logo
$24.46 -0.08 (-0.31%)
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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)
49
Total
Institutional Inflows
(last 12 months)
$39.57M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.04M
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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
8/8/2025PNC Financial Services Group Inc.5,962$139K0.0%-26.2%0.000%
8/7/2025Samalin Investment Counsel LLC49,758$1.16M0.4%-4.1%0.000%
8/5/2025 Shaker Financial Services LLC23,443$548K0.2%N/A0.000%
8/4/2025 Wolverine Asset Management LLC8,036$188K0.0%N/A0.000%
8/4/2025 Spire Wealth Management25,404$594K0.0%+22.1%0.000%
8/1/2025 Envestnet Asset Management Inc.20,014$468K0.0%-11.6%0.000%
7/18/2025 PFG 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%
4/29/2025 Envestnet Asset Management Inc.22,640$542K0.0%+40.9%0.000%
4/29/2025Calamos Advisors LLC24,400$584K0.0%-3.8%0.000%
4/28/2025 North Capital Inc.1,679$40K0.0%N/A0.000%
4/28/2025Redmont Wealth Advisors LLC2,612$63K0.1%N/A0.000%
4/23/2025 Spire Wealth Management20,807$498K0.0%+19.1%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.30,721$735K0.0%+57.1%0.000%
4/21/2025 Institute for Wealth Management LLC.8,992$215K0.0%-10.0%0.000%
4/18/2025 Mezzasalma 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%
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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%
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%
2/14/2025 Shaker 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%
2/10/2025 Commonwealth 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%
1/28/2025 Mezzasalma Advisors LLC12,301$271K0.1%N/A0.000%
1/24/2025Calamos Advisors LLC25,376$559K0.0%+23.8%0.000%
1/24/2025 GPS Wealth Strategies Group LLC7,757$171K0.0%+32.4%0.000%
1/24/2025CENTRAL TRUST Co89,757$1.98M0.0%-2.0%0.000%
1/24/2025 Spire 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%
11/8/2024 SMH Capital Advisors Inc.9,209$214K0.7%N/A0.000%
11/4/2024 Wolverine Asset Management LLC1,278$30K0.0%-96.6%0.000%
11/4/2024 Kennebec 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%
10/28/2024 US Bancorp DE10,701$248K0.0%+42.7%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC40,552$942K0.0%-6.1%0.000%
10/24/2024 PFG Investments LLC12,041$280K0.0%-12.2%0.000%
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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%
10/22/2024 International 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%
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%
8/21/2024 Truist Financial Corp10,035$203K0.0%N/A0.000%
8/16/2024Almitas Capital LLC21,471$434K0.2%N/A0.000%
(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, 93 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 77 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 1,768,817 shares in the last 24 months. This purchase volume represents approximately $39.57M in transactions.

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

Of the 30 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), Landscape Capital Management L.L.C. ($39.76K), Hennion & Walsh Asset Management Inc. ($37.03K), Wolverine Asset Management LLC ($36.46K), Cornerstone Advisors LLC ($26.82K), and Cetera Investment Advisers ($26.30K).

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

Institutional investors have sold a total of 614,250 shares in the last 24 months. This volume of shares sold represents approximately $14.04M in transactions.


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This page (NYSE:HTD) was last updated on 8/8/2025 by MarketBeat.com Staff
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