Institutional Ownership John Hancock Tax Advantaged Dividend Income Fund (HTD)
This table provides information about the institutional ownership of John Hancock Tax Advantaged Dividend Income Fund (HTD). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 6.38 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
717,942
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
545,627
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
476,855
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
395,174
shares
|
$9.64 Million
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
363,179
shares
|
$8.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
311,297
shares
|
$7.6 Million
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
295,497
shares
|
$7.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
275,252
shares
|
$6.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
270,810
shares
|
$6.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
226,036
shares
|
$5.52 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,496
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
163,056
shares
|
$3.98 Million
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
159,735
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
127,526
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,110
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
120,175
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
119,615
shares
|
$2.92 Million
0.18% of portfolio
|
Q2 2025
Reduced 24.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
118,575
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
102,602
shares
|
$2.5 Million
0.37% of portfolio
|
Q2 2020
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
96,535
shares
|
$2.36 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
88,223
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
84,010
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 31.41%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
72,835
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
50,000
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
49,758
shares
|
$1.21 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.1%
|