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

John Hancock Tax-Advantaged Dividend Income Fund logo
$25.44 +0.19 (+0.75%)
Closing price 03:59 PM Eastern
Extended Trading
$25.44 0.00 (0.00%)
As of 04:10 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 Massive. 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)
53
Total
Institutional Inflows
(last 12 months)
$46.80M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$12.35M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC7,502$186K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE262,793$6.51M0.0%-4.6%0.000%
5/18/2026 Sunbelt Securities Inc.11,606$287K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada181,694$4.50M0.0%-4.3%0.000%
5/13/2026 Cetera Investment Advisers224,195$5.55M0.0%+11.5%0.000%
5/13/2026 First Trust Advisors LP151,813$3.76M0.0%+6.3%0.000%
5/7/2026 WealthTrust Asset Management LLC8,588$213K0.1%N/A0.000%
5/5/2026 Geneos Wealth Management Inc.10,700$265K0.0%-8.5%0.000%
5/5/2026 Sanctuary Advisors LLC51,378$1.27M0.0%-1.0%0.000%
5/1/2026 Fifth Third Bancorp3,200$79K0.0%N/A0.000%
4/27/2026 PFG Investments LLC13,195$327K0.0%-5.1%0.000%
4/27/2026 World Investment Advisors30,895$765K0.0%+3.4%0.000%
4/22/2026 Janney Montgomery Scott LLC91,117$2.26M0.0%+3.5%0.000%
4/15/2026 Nations Financial Group Inc. IA ADV21,365$529K0.0%-3.3%0.000%
3/13/2026 World Investment Advisors29,869$707K0.0%-3.3%0.000%
2/19/2026 Invesco Ltd.495,638$11.73M0.0%-5.4%0.000%
2/18/2026 NewEdge Advisors LLC5,249$124K0.0%-68.9%0.000%
2/18/2026 Garton & Associates Financial Advisors LLC2,342$55K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC335,350$7.93M0.1%-10.0%0.000%
2/17/2026 Cetera Investment Advisers200,994$4.76M0.0%+11.9%0.000%
2/17/2026 Osaic Holdings Inc.133,746$3.17M0.0%-33.4%0.000%
2/17/2026 Captrust Financial Advisors462,313$10.94M0.0%-4.0%0.000%
2/17/2026 &PARTNERS29,716$703K0.0%+51.1%0.000%
2/17/2026 Royal Bank of Canada189,865$4.49M0.0%+1.0%0.000%
2/16/2026 Resources Management Corp CT ADV1,250$30K0.0%N/A0.000%
2/16/2026 MML Investors Services LLC11,739$278K0.0%N/A0.000%
2/16/2026 Arax Advisory Partners2,293$54K0.0%+1,040.8%0.000%
2/13/2026 Kestra Advisory Services LLC7,758$184K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp125,084$2.96M0.0%-1.5%0.000%
2/13/2026 First Trust Advisors LP142,878$3.38M0.0%+4.2%0.000%
2/13/2026 Wells Fargo & Company MN284,215$6.73M0.0%+1.3%0.000%
2/12/2026 Jane Street Group LLC11,750$278K0.0%-27.2%0.000%
2/12/2026 Commonwealth Equity Services LLC32,931$779K0.0%+8.4%0.000%
2/12/2026 IFC & Insurance Marketing Inc.1,090$26K0.0%N/A0.000%
2/12/2026 Steward Partners Investment Advisory LLC6,500$154K0.0%+8.3%0.000%
2/11/2026 Janney Montgomery Scott LLC88,053$2.08M0.0%-4.0%0.000%
2/11/2026 LPL Financial LLC369,256$8.74M0.0%+27.5%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.534,757$12.65M0.0%+35,151.0%0.000%
2/6/2026 PNC Financial Services Group Inc.2,888$68K0.0%-16.8%0.000%
2/5/2026 Northwestern Mutual Wealth Management Co.534,757$12.65M0.0%+35,151.0%0.000%
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2/5/2026 Presper Financial Architects LLC42,581$1.01M0.6%+57.6%0.000%
2/4/2026 World Investment Advisors29,869$707K0.0%-3.3%0.000%
2/3/2026 Indivisible Partners49,794$1.18M0.1%N/A0.000%
2/2/2026 CENTRAL TRUST Co85,526$2.02M0.0%-1.5%0.000%
2/2/2026 Benjamin Edwards Inc.10,555$250K0.0%N/A0.000%
2/2/2026 Mutual Advisors LLC24,834$588K0.0%+1.7%0.000%
1/30/2026 Samalin Investment Counsel LLC48,207$1.14M0.4%-1.8%0.000%
1/29/2026Comerica Bank2,800$66K0.0%-31.7%0.000%
1/29/2026 UBS Group AG767,161$18.15M0.0%+2.6%0.000%
1/29/2026 Sanctuary Advisors LLC51,880$1.23M0.0%+6.9%0.000%
1/26/2026 Shaker Financial Services LLC103,019$2.44M0.8%+469.3%0.000%
1/23/2026 Assetmark Inc.1,526$36K0.0%+445.0%0.000%
1/20/2026 Savvy Advisors Inc.26,895$636K0.0%N/A0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.15,392$364K0.0%-45.6%0.000%
1/14/2026 Spire Wealth Management31,846$753K0.0%+2.6%0.000%
1/2/2026 Global Wealth Strategies & Associates1,445$34K0.0%N/A0.000%
12/22/2025 PMG Family Office LLC28,549$708K0.8%N/A0.000%
12/2/2025 Allworth Financial LP4,133$102K0.0%+79.5%0.000%
11/19/2025 Captrust Financial Advisors481,551$11.94M0.0%+1.0%0.000%
11/17/2025 Lido Advisors LLC12,667$314K0.0%-27.9%0.000%
11/17/2025 Bank of America Corp DE279,742$6.94M0.0%-5.3%0.000%
11/17/2025 1607 Capital Partners LLC11,765$292K0.0%-51.8%0.000%
11/17/2025 Ameriprise Financial Inc.21,683$538K0.0%-12.9%0.000%
11/14/2025 AQR Arbitrage LLC39,209$972K0.0%-67.2%0.000%
11/14/2025 Raymond James Financial Inc.304,363$7.55M0.0%-2.2%0.000%
11/14/2025 Newbridge Financial Services Group Inc.97,756$2.42M0.4%+1.3%0.000%
11/13/2025 Invesco Ltd.523,803$12.99M0.0%-4.0%0.000%
11/13/2025 UBS Group AG747,625$18.54M0.0%+4.1%0.000%
11/13/2025 Prevail Innovative Wealth Advisors LLC15,494$384K0.1%N/A0.000%
11/13/2025 Ameriflex Group Inc.1,000$25K0.0%+100.0%0.000%
11/13/2025 First Trust Advisors LP137,058$3.40M0.0%+14.0%0.000%
11/12/2025 US Bancorp DE3,201$79K0.0%-70.1%0.000%
11/7/2025Redmont Wealth Advisors LLC2,612$65K0.1%N/A0.000%
11/7/2025 PNC Financial Services Group Inc.3,473$86K0.0%-41.7%0.000%
11/6/2025 CENTRAL TRUST Co86,806$2.15M0.0%-1.6%0.000%
11/5/2025 Envestnet Asset Management Inc.19,399$481K0.0%-3.1%0.000%
10/31/2025 PFG Investments LLC14,266$354K0.0%-4.6%0.000%
10/30/2025 Samalin Investment Counsel LLC49,112$1.22M0.4%-1.3%0.000%
10/28/2025 Presper Financial Architects LLC27,026$670K0.4%-2.0%0.000%
10/27/2025 Concurrent Investment Advisors LLC10,385$258K0.0%N/A0.000%
10/27/2025 First Horizon Corp2,470$61K0.0%N/A0.000%
10/23/2025 Spire Wealth Management31,050$770K0.0%+22.2%0.000%
10/22/2025 Shaker Financial Services LLC18,095$449K0.2%-22.8%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.28,279$701K0.0%-33.9%0.000%
10/21/2025 Silver Oak Securities Incorporated8,800$218K0.0%N/A0.000%
10/20/2025 Calamos Advisors LLC27,328$678K0.0%+21.7%0.000%
10/15/2025 World Investment Advisors30,885$766K0.0%N/A0.000%
9/11/2025 Milestones Private Investment Advisors LLC11,311$265K0.2%N/A0.000%
9/4/2025 Osaic Holdings Inc.166,155$3.89M0.0%+29.9%0.000%
8/19/2025 Newbridge Financial Services Group Inc.96,535$2.26M0.4%N/A0.000%
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8/18/2025 Geneos Wealth Management Inc.11,700$274K0.0%+100.0%0.000%
8/15/2025 Captrust Financial Advisors476,855$11.15M0.0%-2.9%0.000%
8/15/2025 Bank of America Corp DE295,497$6.91M0.0%-1.5%0.000%
8/15/2025 Ameriprise Financial Inc.24,904$583K0.0%-3.5%0.000%
8/15/2025 AQR Arbitrage LLC119,615$2.80M0.1%-24.4%0.000%
8/14/2025 Ausdal Financial Partners Inc.8,764$205K0.0%-9.5%0.000%
8/14/2025 Raymond James Financial Inc.311,297$7.28M0.0%+4.3%0.000%
8/14/2025 Karpus Management Inc.226,036$5.29M0.2%-1.9%0.000%
8/13/2025 Walleye Capital LLC27,100$634K0.0%+11.7%0.000%
8/13/2025 First Trust Advisors LP120,175$2.81M0.0%+2.3%0.000%


HTD Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of John Hancock Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were UBS Group AG ($18.15M), Northwestern Mutual Wealth Management Co. ($12.65M), Invesco Ltd. ($11.73M), Captrust Financial Advisors ($10.94M), LPL Financial LLC ($8.74M), Guggenheim Capital LLC ($7.93M), and Raymond James Financial Inc. ($7.55M).Learn more on John Hancock Tax-Advantaged Dividend Income Fund's institutional investors.

Of the 82 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: Northwestern Mutual Wealth Management Co. ($1.07M), Raymond James Financial Inc. ($609.82K), Captrust Financial Advisors ($459.12K), Cetera Investment Advisers ($236.12K), LPL Financial LLC ($128.21K), Shaker Financial Services LLC ($122.37K), and Newbridge Financial Services Group Inc. ($97.76K).

Institutional investors have bought a total of 1,970,495 shares in the last 24 months. This purchase volume represents approximately $46.80M in transactions.

Of the 34 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: AQR Arbitrage LLC ($118.97K), Guggenheim Capital LLC ($80.64K), Osaic Holdings Inc. ($67.02K), Invesco Ltd. ($49.99K), Captrust Financial Advisors ($33.63K), Bank of America Corp DE ($33.04K), and Hennion & Walsh Asset Management Inc. ($27.41K).

Institutional investors have sold a total of 514,226 shares in the last 24 months. This volume of shares sold represents approximately $12.35M in transactions.


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This page (NYSE:HTD) was last updated on 5/22/2026 by MarketBeat.com Staff.
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