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

John Hancock Tax-Advantaged Dividend Income Fund logo
$22.08 -0.06 (-0.27%)
(As of 04:31 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for John Hancock Tax-Advantaged Dividend Income Fund (NYSE:HTD)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$20.60M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$14.36M
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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
12/26/2024 JPMorgan Chase & Co.1,120$26K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp120,058$2.79M0.0%+1.2%0.000%
11/15/2024 HighTower Advisors LLC11,427$266K0.0%-9.2%0.000%
11/14/2024 Captrust Financial Advisors180,183$4.18M0.0%N/A0.000%
11/14/2024 Walleye Capital LLC36,329$844K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.32,389$752K0.1%-55.1%0.000%
11/8/2024 SMH Capital Advisors Inc.9,209$214K0.7%N/A0.000%
11/4/2024 Wolverine Asset Management LLC1,278$30K0.0%-96.6%0.000%
11/4/2024 Kennebec Savings Bank1,300$30K0.0%N/A0.000%
10/29/2024 Fernwood Investment Management LLC30,928$718K0.2%-11.1%0.000%
10/29/2024 Janney Montgomery Scott LLC36,014$836K0.0%-3.3%0.000%
10/28/2024 US Bancorp DE10,701$248K0.0%+42.7%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC40,552$942K0.0%-6.1%0.000%
10/24/2024 PFG Investments LLC12,041$280K0.0%-12.2%0.000%
10/23/2024 CENTRAL TRUST Co91,562$2.13M0.0%-3.8%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.52,280$1.21M0.1%-35.6%0.000%
10/22/2024 International Assets Investment Management LLC11,842$275K0.0%+1,303.1%0.000%
10/22/2024 Private Advisor Group LLC17,153$398K0.0%-3.9%0.000%
10/18/2024Raymond James & Associates164,496$3.82M0.0%-61.1%0.000%
10/7/2024 Platte River Wealth Advisors LLC27,720$644K0.2%+3.7%0.000%
10/4/2024 MRA Advisory Group29,764$691K0.4%-2.5%0.000%
8/22/2024 Cetera Investment Advisers151,350$3.06M0.0%-14.8%0.000%
8/21/2024 Truist Financial Corp10,035$203K0.0%N/A0.000%
8/16/2024 Almitas Capital LLC21,471$434K0.2%N/A0.000%
8/15/2024 Logan Stone Capital LLC30,772$622K0.2%N/A0.000%
8/10/2024 Abbot Financial Management Inc.15,600$315K0.2%-6.0%0.000%
8/9/2024 Cornerstone Advisors LLC52,339$1.06M0.0%-33.9%0.000%
8/2/2024 Founders Financial Securities LLC48,950$989K0.1%-38.8%0.000%
8/2/2024 Wolverine Asset Management LLC37,742$763K0.0%-38.2%0.000%
7/31/2024Commonwealth Equity Services LLC59,010$1.19M0.0%+6.0%0.000%
7/25/2024 Calamos Advisors LLC17,568$355K0.0%+46.4%0.000%
7/25/2024 Institute for Wealth Management LLC.9,992$202K0.0%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.81,144$1.64M0.1%-2.4%0.000%
7/19/2024 Central Bank & Trust Co.16,073$325K0.0%N/A0.000%
7/19/2024Raymond James & Associates422,485$8.54M0.0%+2.2%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC43,177$873K0.0%-1.5%0.000%
7/12/2024 Baldwin Brothers LLC MA2,625$53K0.0%-24.3%0.000%
7/10/2024 Redmont Wealth Advisors LLC2,612$53K0.1%-33.0%0.000%
5/24/2024 Cetera Investment Advisers177,646$3.49M0.0%N/A0.000%
5/17/2024 Comerica Bank2,900$57K0.0%-23.7%0.000%
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5/14/2024 Advisors Asset Management Inc.27,478$540K0.0%-1.9%0.000%
5/14/2024 Karpus Management Inc.116,901$2.30M0.1%-1.0%0.000%
5/10/2024 Cornerstone Advisors LLC79,154$1.56M0.1%+342.2%0.000%
5/4/2024 Geneos Wealth Management Inc.5,100$100K0.0%+126.7%0.000%
5/1/2024 Janney Montgomery Scott LLC38,359$754K0.0%+11.8%0.000%
4/30/2024 HB Wealth Management LLC17,242$339K0.0%+8.5%0.000%
4/30/2024Commonwealth Equity Services LLC55,669$1.09M0.0%+38.8%0.000%
4/24/2024 CENTRAL TRUST Co98,722$1.94M0.0%-9.7%0.000%
4/24/2024 Spire Wealth Management6,065$119K0.0%+40.3%0.000%
4/23/2024 Platte River Wealth Advisors LLC26,792$527K0.2%+26.4%0.000%
4/23/2024 Global Retirement Partners LLC1,318$26K0.0%-33.3%0.000%
4/23/2024 Nations 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%
4/22/2024 PFG Investments LLC13,708$269K0.0%N/A0.000%
4/22/2024Raymond James & Associates413,199$8.12M0.0%+6.5%0.000%
4/19/2024 Redmont Wealth Advisors LLC3,901$77K0.1%N/A0.000%
4/17/2024 Founders Financial Securities LLC79,975$1.57M0.2%-15.9%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.83,138$1.63M0.1%+11.3%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC43,826$862K0.0%+1.8%0.000%
3/22/2024 PNC Financial Services Group Inc.3,003$57K0.0%+238.2%0.000%
3/1/2024 Creekmur Asset Management LLC1,568$30K0.0%N/A0.000%
2/15/2024 Flow State Investments L.P.83,125$1.58M0.5%+483.5%0.000%
2/13/2024 Karpus Management Inc.118,131$2.24M0.1%N/A0.000%
2/9/2024 Cornerstone Advisors LLC17,900$340K0.0%N/A0.000%
2/9/2024 UBS Group AG650,484$12.34M0.0%-5.4%0.000%
2/8/2024 Kingsview Wealth Management LLC11,726$222K0.0%-20.1%0.000%
2/8/2024 WealthTrust Asset Management LLC11,860$225K0.2%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC34,317$651K0.0%-50.1%0.000%
2/6/2024 Lincoln National Corp14,168$269K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC17,399$330K0.0%+6.6%0.000%
2/6/2024 Spire Wealth Management4,322$81K0.0%-38.9%0.000%
2/5/2024 Fernwood Investment Management LLC15,252$289K0.1%+10.0%0.000%
2/1/2024 Wolverine Asset Management LLC79,783$1.51M0.0%+70.4%0.000%
1/31/2024 Institute for Wealth Management LLC.10,192$193K0.0%-20.1%0.000%
1/26/2024 Geneos 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%
1/25/2024 Blue Bell Private Wealth Management LLC1,400$27K0.0%N/A0.000%
1/24/2024 CENTRAL TRUST Co109,337$2.07M0.1%-12.0%0.000%
1/24/2024 Sowell Financial Services LLC17,570$333K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC22,650$430K0.0%N/A0.000%
1/18/2024 Global Retirement Partners LLC1,977$38K0.0%+97.7%0.000%
1/18/2024 SeaCrest 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%
1/16/2024 HB Wealth Management LLC15,889$301K0.0%+9.3%0.000%
1/12/2024 Mutual Advisors LLC35,056$665K0.0%-13.1%0.000%
1/12/2024 Platte River Wealth Advisors LLC21,204$402K0.1%-26.1%0.000%
11/14/2023 AQR Arbitrage LLC25,601$455K0.0%N/A0.000%
11/14/2023 Samalin Investment Counsel LLC82,632$1.47M0.8%-19.1%0.000%
11/14/2023 Mutual Advisors LLC40,318$716K0.0%+1.7%0.000%
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11/13/2023 Stifel Financial Corp94,263$1.67M0.0%+5.9%0.000%
11/13/2023 Invesco Ltd.378,606$6.72M0.0%+26.1%0.000%
11/13/2023 Wolverine Asset Management LLC46,833$832K0.0%+1,022.6%0.000%
11/9/2023 UBS 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%
11/8/2023 Janney Montgomery Scott LLC68,774$1.22M0.0%+1.8%0.000%
11/8/2023 Landscape Capital Management L.L.C.25,202$448K0.1%N/A0.000%
11/8/2023 Spire Wealth Management7,076$126K0.0%-44.3%0.000%
11/8/2023 Avantax Advisory Services Inc.10,558$188K0.0%-12.0%0.000%
11/7/2023 Kingsview Wealth Management LLC14,669$261K0.0%+4.5%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, 83 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. ($6.72M), Imprint Wealth LLC ($5.87M), LPL Financial LLC ($4.56M), Advisor Group Holdings Inc. ($4.19M), Captrust Financial Advisors ($4.18M), and Raymond James & Associates ($3.82M).Learn more on HTD's institutional investors.

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

Of the 73 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: Captrust Financial Advisors ($180.18K), Cetera Investment Advisers ($177.65K), Karpus Management Inc. ($118.13K), Wolverine Asset Management LLC ($79.78K), Cornerstone Advisors LLC ($79.15K), Invesco Ltd. ($78.31K), and Raymond James & Associates ($73.74K).

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

Institutional investors have bought a total of 1,675,024 shares in the last 24 months. This purchase volume represents approximately $34.08M in transactions.

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

Of the 44 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), Wolverine Asset Management LLC ($59.81K), Samalin Investment Counsel LLC ($51.87K), Founders Financial Securities LLC ($46.12K), Landscape Capital Management L.L.C. ($39.76K), and Platte River Wealth Advisors LLC ($37.63K).

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

Institutional investors have sold a total of 1,030,498 shares in the last 24 months. This volume of shares sold represents approximately $21.48M in transactions.


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This page (NYSE:HTD) was last updated on 12/27/2024 by MarketBeat.com Staff
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