Free Trial
→ Grab This Altcoin Before Trump's Crypto Announcement (From Crypto 101 Media) (Ad) Free HTD Stock Alerts

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

John Hancock Tax-Advantaged Dividend Income Fund logo
$22.75 +0.27 (+1.20%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. 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)
40
Total
Institutional Inflows
(last 12 months)
$20.44M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$13.42M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Allworth Financial LP2,250$51K0.0%+184.8%0.000%
1/28/2025 Mezzasalma Advisors LLC12,301$271K0.1%N/A0.000%
1/24/2025 Calamos Advisors LLC25,376$559K0.0%+23.8%0.000%
1/24/2025 GPS Wealth Strategies Group LLC7,757$171K0.0%+32.4%0.000%
1/24/2025 CENTRAL TRUST Co89,757$1.98M0.0%-2.0%0.000%
1/24/2025 Spire Wealth Management17,474$385K0.0%+239.6%0.000%
1/17/2025 Janney Montgomery Scott LLC53,438$1.18M0.0%+48.4%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.44,119$972K0.0%-15.6%0.000%
1/14/2025 MRA 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%
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%
11/4/2024 Kennebec Savings Bank1,300$30K0.0%N/A0.000%
10/29/2024Fernwood Investment Management LLC30,928$718K0.2%-11.1%0.000%
10/29/2024 Janney Montgomery Scott LLC36,014$836K0.0%-3.3%0.000%
10/28/2024US 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%
10/22/2024Private 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%
10/4/2024 MRA 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%
7/25/2024 Calamos Advisors LLC17,568$355K0.0%+46.4%0.000%
Will DeepSeek pop the AI bubble? (Ad)

An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investors worrying – Is this the end of the great AI bull run?

We've outlined the exact steps to take in a free interview.
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%
5/24/2024Cetera 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%
5/4/2024 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%
4/23/2024Platte 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%
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%
4/17/2024Founders 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%
3/22/2024PNC 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%
2/9/2024Cornerstone Advisors LLC17,900$340K0.0%N/A0.000%
2/9/2024UBS Group AG650,484$12.34M0.0%-5.4%0.000%
2/8/2024 Kingsview Wealth Management LLC11,726$222K0.0%-20.1%0.000%
2/8/2024WealthTrust Asset Management LLC11,860$225K0.2%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC34,317$651K0.0%-50.1%0.000%
2/6/2024Lincoln National Corp14,168$269K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC17,399$330K0.0%+6.6%0.000%
2/6/2024 Spire Wealth Management4,322$81K0.0%-38.9%0.000%
2/5/2024Fernwood Investment Management LLC15,252$289K0.1%+10.0%0.000%
2/1/2024Wolverine Asset Management LLC79,783$1.51M0.0%+70.4%0.000%
1/31/2024 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%
1/25/2024Blue 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%
1/24/2024Sowell 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%
Will DeepSeek pop the AI bubble? (Ad)

An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investors worrying – Is this the end of the great AI bull run?

We've outlined the exact steps to take in a free interview.
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%
1/12/2024Platte River Wealth Advisors LLC21,204$402K0.1%-26.1%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%
11/14/2023 Mutual Advisors LLC40,318$716K0.0%+1.7%0.000%
11/13/2023Stifel Financial Corp94,263$1.67M0.0%+5.9%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, 85 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 1,643,065 shares in the last 24 months. This purchase volume represents approximately $33.31M 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 Hennion & Walsh Asset Management Inc. ($39.02K).

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

Institutional investors have sold a total of 1,038,451 shares in the last 24 months. This volume of shares sold represents approximately $21.65M in transactions.


Related Companies

This page (NYSE:HTD) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners
Hot Stock Alert! Biotech innovator on the NYSE announces breakthrough antiviral therapy
A revolutionary antiviral drug is here! This breakthrough could mean viruses are unlikely to escape treatment....
Smallcaps Daily | Sponsored
Texas approves new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Please take this warning seriously...
I’m here to issue a stark warning to you about an unexpected $2 trillion shock that could impact every trader ...
Timothy Sykes | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Trump’s back in the oval office. Buy this coin now.
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be...
Weiss Ratings | Sponsored