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

John Hancock Tax-Advantaged Dividend Income Fund logo
$22.61 +0.25 (+1.13%)
Closing price 10/16/2026 03:58 PM Eastern
Extended Trading
$22.62 +0.00 (+0.01%)
As of 10/16/2026 07:30 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.
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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)
46
Total
Institutional Inflows
(last 12 months)
$41.43M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$9.58M
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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
10/14/2026Shaker Financial Services LLC47,893$1.06M0.4%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC1,303$33K0.0%N/A0.000%
8/26/2026HighTower Advisors LLC9,712$248K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.10,000$255K0.0%+9,515.4%0.000%
7/9/2026Hennion & Walsh Asset Management Inc.43,996$1.12M0.0%+211.4%0.000%
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%
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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%
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%
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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%
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%


HTD Institutional Ownership - Frequently Asked Questions

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 ($18.15M), Invesco Ltd. ($11.73M), Captrust Financial Advisors ($10.94M), LPL Financial LLC ($8.74M), Guggenheim Capital LLC ($7.93M), Raymond James Financial Inc. ($7.55M), and Wells Fargo & Company MN ($6.73M).Learn more on John Hancock Tax-Advantaged Dividend Income Fund's institutional investors.

Of the 78 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. ($1.08M), Raymond James Financial Inc. ($609.82K), Captrust Financial Advisors ($459.12K), Shaker Financial Services LLC ($170.26K), LPL Financial LLC ($128.21K), Newbridge Financial Services Group Inc. ($97.76K), and Polar Asset Management Partners Inc. ($84.30K).

Institutional investors have bought a total of 1,739,864 shares in the last 24 months. This purchase volume represents approximately $41.43M in transactions.

Of the 29 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 ($80.41K), Osaic Holdings Inc. ($67.02K), Invesco Ltd. ($49.99K), Guggenheim Capital LLC ($37.20K), Bank of America Corp DE ($28.54K), Hennion & Walsh Asset Management Inc. ($27.41K), and Captrust Financial Advisors ($19.24K).

Institutional investors have sold a total of 395,596 shares in the last 24 months. This volume of shares sold represents approximately $9.58M in transactions.


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Institutional ownership data for NYSE:HTD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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