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

John Hancock Tax-Advantaged Dividend Income Fund logo
$23.66 -0.39 (-1.60%)
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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)
45
Total
Institutional Inflows
(last 12 months)
$40.79M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$13.83M
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HTD Institutional Buying and Selling by Quarter

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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
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%
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%
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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%
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%
7/19/2024Raymond James & Associates422,485$8.54M0.0%+2.2%0.000%
7/16/2024Wealth Enhancement Advisory Services LLC43,177$873K0.0%-1.5%0.000%
7/12/2024Baldwin Brothers LLC MA2,625$53K0.0%-24.3%0.000%
7/10/2024Redmont Wealth Advisors LLC2,612$53K0.1%-33.0%0.000%
5/24/2024Cetera Investment Advisers177,646$3.49M0.0%N/A0.000%
5/17/2024Comerica Bank2,900$57K0.0%-23.7%0.000%
5/14/2024Advisors Asset Management Inc.27,478$540K0.0%-1.9%0.000%
5/14/2024Karpus Management Inc.116,901$2.30M0.1%-1.0%0.000%
5/10/2024Cornerstone Advisors LLC79,154$1.56M0.1%+342.2%0.000%
5/4/2024Geneos Wealth Management Inc.5,100$100K0.0%+126.7%0.000%
5/1/2024Janney Montgomery Scott LLC38,359$754K0.0%+11.8%0.000%
4/30/2024HB Wealth Management LLC17,242$339K0.0%+8.5%0.000%
4/30/2024Commonwealth Equity Services LLC55,669$1.09M0.0%+38.8%0.000%
4/24/2024CENTRAL TRUST Co98,722$1.94M0.0%-9.7%0.000%
4/24/2024Spire Wealth Management6,065$119K0.0%+40.3%0.000%
4/23/2024Platte River Wealth Advisors LLC26,792$527K0.2%+26.4%0.000%
4/23/2024Global Retirement Partners LLC1,318$26K0.0%-33.3%0.000%
4/23/2024Nations Financial Group Inc. IA ADV21,775$428K0.0%-5.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.81,024$1.59M0.0%+2.9%0.000%
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4/22/2024PFG Investments LLC13,708$269K0.0%N/A0.000%
4/22/2024Raymond James & Associates413,199$8.12M0.0%+6.5%0.000%
4/19/2024Redmont Wealth Advisors LLC3,901$77K0.1%N/A0.000%
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%
2/13/2024Karpus Management Inc.118,131$2.24M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

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HTD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTD shares?

During the previous two years, 91 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), Invesco Ltd. ($11.01M), Captrust Financial Advisors ($10.01M), Guggenheim Capital LLC ($8.28M), Bank of America Corp DE ($7.60M), Raymond James Financial Inc. ($6.57M), and Imprint Wealth LLC ($5.87M).Learn more on HTD's institutional investors.

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

Of the 76 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: Raymond James Financial Inc. ($597.12K), Captrust Financial Advisors ($454.42K), Cetera Investment Advisers ($181.49K), Karpus Management Inc. ($118.13K), Invesco Ltd. ($107.44K), 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 2,705,351 shares in the last 24 months. This purchase volume represents approximately $56.62M in transactions.

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

Of the 45 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: Raymond James & Associates ($269.72K), UBS Group AG ($189.51K), AQR Arbitrage LLC ($63.02K), Wolverine Asset Management LLC ($59.81K), Samalin Investment Counsel LLC ($49.10K), Founders Financial Securities LLC ($46.12K), and Landscape Capital Management L.L.C. ($39.76K).

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

Institutional investors have sold a total of 1,084,950 shares in the last 24 months. This volume of shares sold represents approximately $22.64M in transactions.


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This page (NYSE:HTD) was last updated on 4/3/2025 by MarketBeat.com Staff
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