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

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$18.82
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(As of 04/17/2024 ET)
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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)
59
Total
Institutional Inflows
(last 12 months)
$20.22M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$12.50M
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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
4/17/2024Founders Financial Securities LLC79,975$1.57M0.2%-15.9%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.83,138$1.63M0.1%+11.3%0.000%
4/16/2024Wealth 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%
2/15/2024Comerica Bank3,800$72K0.0%-79.1%0.000%
2/14/2024Royal Bank of Canada87,075$1.65M0.0%-6.0%0.000%
2/14/2024LM Advisors LLC2,600$49K0.0%N/A0.000%
2/13/2024Karpus Management Inc.118,131$2.24M0.1%N/A0.000%
2/13/2024Cetera Advisor Networks LLC190,662$3.62M0.0%-2.5%0.000%
2/13/2024First Trust Advisors LP103,518$1.96M0.0%-4.2%0.000%
2/12/2024Stifel Financial Corp120,593$2.29M0.0%+27.9%0.000%
2/12/2024Steward Partners Investment Advisory LLC9,340$177K0.0%-33.2%0.000%
2/9/2024Advisory Services Network LLC4,716$89K0.0%-55.8%0.000%
2/9/2024US Bancorp DE7,650$145K0.0%N/A0.000%
2/9/2024Cambridge Investment Research Advisors Inc.24,565$466K0.0%-37.8%0.000%
2/9/2024Cornerstone Advisors LLC17,900$340K0.0%N/A0.000%
2/9/2024UBS Group AG650,484$12.34M0.0%-5.4%0.000%
2/9/2024PNC Financial Services Group Inc.3,003$57K0.0%+238.2%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%
2/6/2024Spire 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%
1/25/2024Blue Bell Private Wealth Management LLC1,400$27K0.0%N/A0.000%
1/24/2024CENTRAL 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%
1/18/2024Global Retirement Partners LLC1,977$38K0.0%+97.7%0.000%
1/18/2024SeaCrest Wealth Management LLC11,393$223K0.0%-61.5%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.78,762$1.49M0.0%-2.4%0.000%
1/16/2024Raymond 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%
1/12/2024Platte River Wealth Advisors LLC21,204$402K0.1%-26.1%0.000%
11/21/2023Comerica Bank18,194$323K0.0%N/A0.000%
11/15/2023Royal Bank of Canada92,606$1.64M0.0%-1.6%0.000%
11/15/2023Ameriprise Financial Inc.32,408$576K0.0%+8.9%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%
11/13/2023LPL Financial LLC172,249$3.06M0.0%-22.9%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%
11/13/2023Envestnet Asset Management Inc.15,340$272K0.0%+6.7%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%
11/8/2023HighTower Advisors LLC11,897$211K0.0%-5.3%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%
11/8/2023Spire 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%
10/27/2023Hennion & Walsh Asset Management Inc.70,504$1.25M0.1%+18.6%0.000%
10/26/2023CENTRAL TRUST Co124,272$2.21M0.1%-2.8%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.80,731$1.43M0.0%+2.2%0.000%
10/24/2023Raymond James & Associates399,740$7.10M0.0%+3.2%0.000%
10/24/2023Cambridge 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%
10/12/2023SeaCrest Wealth Management LLC29,583$525K0.1%+23.0%0.000%
10/11/2023Platte 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%
8/15/2023Imprint Wealth LLC58,732$5.87M0.0%N/A0.000%
8/15/2023Wells Fargo & Company MN176,962$3.61M0.0%+12.2%0.000%
8/15/2023Tyler Stone Wealth Management1,516$31K0.0%N/A0.000%
8/15/2023Royal Bank of Canada94,073$1.92M0.0%+4.5%0.000%
8/15/2023Stifel Financial Corp88,974$1.82M0.0%-7.6%0.000%
8/11/2023Guggenheim Capital LLC170,399$3.48M0.0%-10.7%0.000%
8/10/2023Osaic Holdings Inc.186,771$3.81M0.0%+7.0%0.000%
8/10/2023Cetera Advisor Networks LLC163,358$3.33M0.0%+7.4%0.000%
8/9/2023Center for Financial Planning Inc.1,593$32K0.0%N/A0.000%
8/9/2023Spire 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%
8/3/2023JNBA Financial Advisors2,240$46K0.0%N/A0.000%
8/3/2023Samalin Investment Counsel LLC102,157$2.08M1.1%-14.8%0.000%
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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%
7/28/2023Oakworth Capital Inc.1,500$31K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.78,966$1.61M0.0%-2.3%0.000%
7/25/2023Raymond 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%
7/7/2023Platte River Wealth Advisors LLC26,264$536K0.2%-51.1%0.000%
5/22/2023Ameriprise Financial Inc.30,922$659K0.0%+2.0%0.000%
5/17/2023Advisory Services Network LLC13,045$278K0.0%+113.0%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, 98 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 ($7.36M), Invesco Ltd. ($6.72M), Penserra Capital Management LLC ($6.54M), Bank of America Corp DE ($6.21M), Imprint Wealth LLC ($5.87M), and Morgan Stanley ($4.60M).Learn more on HTD's institutional investors.

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

Of the 87 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), Imprint Wealth LLC ($117.46K), Bank of America Corp DE ($110.00K), Penserra Capital Management LLC ($87.48K), Hennion & Walsh Asset Management Inc. ($82.43K), and Wolverine Asset Management LLC ($79.78K).

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

Institutional investors have bought a total of 1,867,440 shares in the last 24 months. This purchase volume represents approximately $39.35M in transactions.

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

Of the 47 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 ($242.84K), Invesco Ltd. ($100.36K), Advisors Asset Management Inc. ($65.12K), First Trust Advisors LP ($53.33K), Samalin Investment Counsel LLC ($51.87K), LPL Financial LLC ($51.07K), and Raymond James Financial Services Advisors Inc. ($42.60K).

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

Institutional investors have sold a total of 1,034,923 shares in the last 24 months. This volume of shares sold represents approximately $21.77M in transactions.


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This page (NYSE:HTD) was last updated on 4/17/2024 by MarketBeat.com Staff

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