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 95 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 $148 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
707,887
shares
|
$16.5 Million
0.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
499,820
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
454,419
shares
|
$10.6 Million
0.03% of portfolio
|
Q4 2024
Added 152.2%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
375,937
shares
|
$8.75 Million
0.07% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
372,633
shares
|
$8.67 Million
0.0% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
345,101
shares
|
$8.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
298,558
shares
|
$6.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
266,531
shares
|
$6.2 Million
0.0% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
244,163
shares
|
$5.68 Million
0.19% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
235,814
shares
|
$5.49 Million
0.0% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
208,539
shares
|
$4.85 Million
0.24% of portfolio
|
Q4 2024
Reduced 23.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
164,926
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,496
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
153,037
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,110
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
123,984
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
122,891
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
121,088
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
102,602
shares
|
$2.39 Million
0.4% of portfolio
|
Q2 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
89,757
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
72,835
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,617
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
53,438
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
51,596
shares
|
$1.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
50,000
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2022
New holding
|