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 94 institutions that hold shares in the stock, with a total of 6.37 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
723,685
shares
|
$16.6 Million
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
518,742
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
491,246
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
406,624
shares
|
$9.35 Million
0.09% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
395,003
shares
|
$9.08 Million
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
299,995
shares
|
$6.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
298,592
shares
|
$6.86 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
291,620
shares
|
$6.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
278,814
shares
|
$6.41 Million
0.0% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
230,311
shares
|
$5.29 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
165,634
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,496
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
159,567
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
158,175
shares
|
$3.64 Million
0.25% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
128,627
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
127,865
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,110
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
117,498
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
102,602
shares
|
$2.36 Million
0.41% of portfolio
|
Q2 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
88,223
shares
|
$2.03 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
72,835
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
63,930
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
51,884
shares
|
$1.19 Million
0.53% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
50,000
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
48,872
shares
|
$1.12 Million
0.91% of portfolio
|
Q3 2023
Added 5.06%
|