Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free HTD Stock Alerts

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

John Hancock Tax-Advantaged Dividend Income Fund logo
$25.59 +0.01 (+0.04%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$25.60 +0.01 (+0.02%)
As of 07/2/2026 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)
$46.98M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$12.35M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC7,502$186K0.0%N/A0.000%
5/19/2026Western Wealth Management LLC7,502$186K0.0%N/A0.000%
5/19/2026Bank of America Corp DE262,793$6.51M0.0%-4.6%0.000%
5/18/2026Sunbelt Securities Inc.11,606$287K0.0%N/A0.000%
5/18/2026Royal Bank of Canada181,694$4.50M0.0%-4.3%0.000%
5/13/2026Cetera Investment Advisers224,195$5.55M0.0%+11.5%0.000%
5/13/2026First Trust Advisors LP151,813$3.76M0.0%+6.3%0.000%
5/7/2026WealthTrust Asset Management LLC8,588$213K0.1%N/A0.000%
5/5/2026Geneos Wealth Management Inc.10,700$265K0.0%-8.5%0.000%
5/5/2026Sanctuary Advisors LLC51,378$1.27M0.0%-1.0%0.000%
5/1/2026Fifth Third Bancorp3,200$79K0.0%N/A0.000%
4/27/2026PFG Investments LLC13,195$327K0.0%-5.1%0.000%
4/27/2026World Investment Advisors30,895$765K0.0%+3.4%0.000%
4/22/2026Janney Montgomery Scott LLC91,117$2.26M0.0%+3.5%0.000%
4/15/2026Nations Financial Group Inc. IA ADV21,365$529K0.0%-3.3%0.000%
3/13/2026World Investment Advisors29,869$707K0.0%-3.3%0.000%
2/19/2026Invesco Ltd.495,638$11.73M0.0%-5.4%0.000%
2/18/2026NewEdge Advisors LLC5,249$124K0.0%-68.9%0.000%
2/18/2026Garton & Associates Financial Advisors LLC2,342$55K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC335,350$7.93M0.1%-10.0%0.000%
2/17/2026Cetera Investment Advisers200,994$4.76M0.0%+11.9%0.000%
2/17/2026Osaic Holdings Inc.133,746$3.17M0.0%-33.4%0.000%
2/17/2026Captrust Financial Advisors462,313$10.94M0.0%-4.0%0.000%
2/17/2026&PARTNERS29,716$703K0.0%+51.1%0.000%
2/17/2026Royal Bank of Canada189,865$4.49M0.0%+1.0%0.000%
2/16/2026Resources Management Corp CT ADV1,250$30K0.0%N/A0.000%
2/16/2026MML Investors Services LLC11,739$278K0.0%N/A0.000%
2/16/2026Arax Advisory Partners2,293$54K0.0%+1,040.8%0.000%
2/13/2026Kestra Advisory Services LLC7,758$184K0.0%N/A0.000%
2/13/2026Stifel Financial Corp125,084$2.96M0.0%-1.5%0.000%
2/13/2026First Trust Advisors LP142,878$3.38M0.0%+4.2%0.000%
2/13/2026Wells Fargo & Company MN284,215$6.73M0.0%+1.3%0.000%
2/12/2026Jane Street Group LLC11,750$278K0.0%-27.2%0.000%
2/12/2026Commonwealth Equity Services LLC32,931$779K0.0%+8.4%0.000%
2/12/2026IFC & Insurance Marketing Inc.1,090$26K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC6,500$154K0.0%+8.3%0.000%
2/11/2026Janney Montgomery Scott LLC88,053$2.08M0.0%-4.0%0.000%
2/11/2026LPL Financial LLC369,256$8.74M0.0%+27.5%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.534,757$12.65M0.0%+35,151.0%0.000%
2/6/2026PNC Financial Services Group Inc.2,888$68K0.0%-16.8%0.000%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/5/2026Northwestern Mutual Wealth Management Co.534,757$12.65M0.0%+35,151.0%0.000%
2/5/2026Presper Financial Architects LLC42,581$1.01M0.6%+57.6%0.000%
2/4/2026World Investment Advisors29,869$707K0.0%-3.3%0.000%
2/3/2026Indivisible Partners49,794$1.18M0.1%N/A0.000%
2/2/2026CENTRAL TRUST Co85,526$2.02M0.0%-1.5%0.000%
2/2/2026Benjamin Edwards Inc.10,555$250K0.0%N/A0.000%
2/2/2026Mutual Advisors LLC24,834$588K0.0%+1.7%0.000%
1/30/2026Samalin Investment Counsel LLC48,207$1.14M0.4%-1.8%0.000%
1/29/2026Comerica Bank2,800$66K0.0%-31.7%0.000%
1/29/2026UBS Group AG767,161$18.15M0.0%+2.6%0.000%
1/29/2026Sanctuary Advisors LLC51,880$1.23M0.0%+6.9%0.000%
1/26/2026Shaker Financial Services LLC103,019$2.44M0.8%+469.3%0.000%
1/23/2026Assetmark Inc.1,526$36K0.0%+445.0%0.000%
1/20/2026Savvy Advisors Inc.26,895$636K0.0%N/A0.000%
1/14/2026Hennion & Walsh Asset Management Inc.15,392$364K0.0%-45.6%0.000%
1/14/2026Spire Wealth Management31,846$753K0.0%+2.6%0.000%
1/2/2026 Global Wealth Strategies & Associates1,445$34K0.0%N/A0.000%
12/22/2025PMG Family Office LLC28,549$708K0.8%N/A0.000%
12/2/2025Allworth Financial LP4,133$102K0.0%+79.5%0.000%
11/19/2025Captrust Financial Advisors481,551$11.94M0.0%+1.0%0.000%
11/17/2025Lido Advisors LLC12,667$314K0.0%-27.9%0.000%
11/17/2025Bank of America Corp DE279,742$6.94M0.0%-5.3%0.000%
11/17/20251607 Capital Partners LLC11,765$292K0.0%-51.8%0.000%
11/17/2025Ameriprise Financial Inc.21,683$538K0.0%-12.9%0.000%
11/14/2025AQR Arbitrage LLC39,209$972K0.0%-67.2%0.000%
11/14/2025Raymond James Financial Inc.304,363$7.55M0.0%-2.2%0.000%
11/14/2025Newbridge Financial Services Group Inc.97,756$2.42M0.4%+1.3%0.000%
11/13/2025Invesco Ltd.523,803$12.99M0.0%-4.0%0.000%
11/13/2025UBS Group AG747,625$18.54M0.0%+4.1%0.000%
11/13/2025Prevail Innovative Wealth Advisors LLC15,494$384K0.1%N/A0.000%
11/13/2025Ameriflex Group Inc.1,000$25K0.0%+100.0%0.000%
11/13/2025First Trust Advisors LP137,058$3.40M0.0%+14.0%0.000%
11/12/2025US Bancorp DE3,201$79K0.0%-70.1%0.000%
11/7/2025Redmont Wealth Advisors LLC2,612$65K0.1%N/A0.000%
11/7/2025PNC Financial Services Group Inc.3,473$86K0.0%-41.7%0.000%
11/6/2025CENTRAL TRUST Co86,806$2.15M0.0%-1.6%0.000%
11/5/2025Envestnet Asset Management Inc.19,399$481K0.0%-3.1%0.000%
10/31/2025PFG Investments LLC14,266$354K0.0%-4.6%0.000%
10/30/2025Samalin Investment Counsel LLC49,112$1.22M0.4%-1.3%0.000%
10/28/2025Presper Financial Architects LLC27,026$670K0.4%-2.0%0.000%
10/27/2025Concurrent Investment Advisors LLC10,385$258K0.0%N/A0.000%
10/27/2025First Horizon Corp2,470$61K0.0%N/A0.000%
10/23/2025Spire Wealth Management31,050$770K0.0%+22.2%0.000%
10/22/2025Shaker Financial Services LLC18,095$449K0.2%-22.8%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.28,279$701K0.0%-33.9%0.000%
10/21/2025Silver Oak Securities Incorporated8,800$218K0.0%N/A0.000%
10/20/2025Calamos Advisors LLC27,328$678K0.0%+21.7%0.000%
10/15/2025World Investment Advisors30,885$766K0.0%N/A0.000%
9/11/2025Milestones Private Investment Advisors LLC11,311$265K0.2%N/A0.000%
9/4/2025Osaic Holdings Inc.166,155$3.89M0.0%+29.9%0.000%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
8/19/2025Newbridge Financial Services Group Inc.96,535$2.26M0.4%N/A0.000%
8/18/2025Geneos Wealth Management Inc.11,700$274K0.0%+100.0%0.000%
8/15/2025Captrust Financial Advisors476,855$11.15M0.0%-2.9%0.000%
8/15/2025Bank of America Corp DE295,497$6.91M0.0%-1.5%0.000%
8/15/2025Ameriprise Financial Inc.24,904$583K0.0%-3.5%0.000%
8/15/2025AQR Arbitrage LLC119,615$2.80M0.1%-24.4%0.000%
8/14/2025Ausdal Financial Partners Inc.8,764$205K0.0%-9.5%0.000%
8/14/2025Raymond James Financial Inc.311,297$7.28M0.0%+4.3%0.000%
8/14/2025Karpus Management Inc.226,036$5.29M0.2%-1.9%0.000%
8/13/2025Walleye Capital LLC27,100$634K0.0%+11.7%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), LPL Financial LLC ($128.21K), Shaker Financial Services LLC ($122.37K), Newbridge Financial Services Group Inc. ($97.76K), and Polar Asset Management Partners Inc. ($84.30K).

Institutional investors have bought a total of 1,977,997 shares in the last 24 months. This purchase volume represents approximately $46.98M 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.


Related Companies

This page (NYSE:HTD) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel