Free Trial
→ Thirty-Year “Wonder Material” Finally Ready for Factory Floors (From True Market Insiders) (Ad) Free HTD Stock Alerts

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

John Hancock Tax-Advantaged Dividend Income Fund logo
$23.76 -0.09 (-0.38%)
As of 03:52 PM Eastern
Compare

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)
$38.35M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$15.07M
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
7/8/2025MRA 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%
4/17/2025Sowell Financial Services LLC9,721$233K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC63,930$1.53M0.0%+19.6%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC42,182$1.01M0.0%+3.8%0.000%
4/11/2025SeaCrest Wealth Management LLC10,361$248K0.0%-9.9%0.000%
4/9/2025NBC 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%
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%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
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%
2/7/2025Argentarii 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%
1/17/2025Janney 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%
1/14/2025MRA 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%
10/29/2024Janney Montgomery Scott LLC36,014$836K0.0%-3.3%0.000%
10/28/2024US Bancorp DE10,701$248K0.0%+42.7%0.000%
10/24/2024Wealth 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%
10/4/2024MRA 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%
White House to reset Social Security? (Ad)

Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington.

And it could have a major impact on how you collect Social Security - Click here to understand what'
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%
7/25/2024Calamos Advisors LLC17,568$355K0.0%+46.4%0.000%
7/25/2024Institute for Wealth Management LLC.9,992$202K0.0%N/A0.000%
7/20/2024Hennion & Walsh Asset Management Inc.81,144$1.64M0.1%-2.4%0.000%
7/19/2024Central Bank & Trust Co.16,073$325K0.0%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, 94 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 1,722,544 shares in the last 24 months. This purchase volume represents approximately $38.35M in transactions.

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

Of the 31 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 666,529 shares in the last 24 months. This volume of shares sold represents approximately $15.07M in transactions.


Related Companies

This page (NYSE:HTD) was last updated on 7/8/2025 by MarketBeat.com Staff
From Our Partners
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
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
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Nobel Prize Material Finally Goes Commercial
A Nobel Prize–winning material just got its biggest breakthrough in 30 years. A little-known company has cr...
True Market Insiders | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored