Institutional shares held 5.66 Million
0 calls
0 puts
Total value of holdings $133M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 97


Latest Institutional Activity in HTD

Top Purchases

Q3 2024
Captrust Financial Advisors Shares Held: 180K ($4.26M)
Q3 2024
Karpus Management, Inc. Shares Held: 234K ($5.53M)
Q3 2024
Morgan Stanley Shares Held: 348K ($8.23M)
Q3 2024
1607 Capital Partners, LLC Shares Held: 39.9K ($944K)
Q3 2024
Walleye Capital LLC Shares Held: 36.3K ($859K)

Top Sells

Q3 2024
Raymond James & Associates Shares Held: 164K ($3.89M)
Q3 2024
Landscape Capital Management, L.L.C. Shares Held: 32.4K ($766K)
Q3 2024
Wolverine Asset Management LLC Shares Held: 1.28K ($30.2K)
Q3 2024
Hennion & Walsh Asset Management, Inc. Shares Held: 52.3K ($1.24M)
Q3 2024
Bank Of America Corp Shares Held: 351K ($8.29M)

About HTD

John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors, with an emphasis on the utilities sector. The fund primarily invests in dividend-paying common and preferred stocks of companies which have dividends that qualify for a more favorable long-term capital gains tax rate. It invests in stocks of companies across diversified market capitalizations. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 55% Bank of America Merrill Lynch Preferred Stock DRD Eligible Index and 45% S&P 500 Utilities Index. John Hancock Tax-Advantaged Dividend Income Fund was formed on February 27, 2004 and is domiciled in the United States.


Insider Transactions at HTD

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
700 Shares
From 1 Insiders
Open market or private purchase 700 shares
Sell / Disposition
0 Shares
From 0 Insiders

Track Institutional and Insider Activities on HTD

Follow JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HTD shares.

Notify only if

Insider Trading

Get notified when an John Hancock Tax Advantaged Dividend Income Fund insider buys or sells HTD shares.

Notify only if

News

Receive news related to JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND

Track Activities on HTD