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 109 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
31,050
shares
|
$762,277
0.03% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
30,885
shares
|
$758,226
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,376
shares
|
$745,730
0.0% of portfolio
|
Q3 2025
Reduced 34.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
29,728
shares
|
$729,822
0.01% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
28,549
shares
|
$700,877
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
28,279
shares
|
$694,249
0.03% of portfolio
|
Q3 2025
Reduced 33.94%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
28,145
shares
|
$690,959
0.31% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
27,800
shares
|
$682,490
0.15% of portfolio
|
Q1 2021
Added 60.69%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
27,720
shares
|
$680,526
0.17% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
27,328
shares
|
$670,902
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
27,026
shares
|
$663,488
0.39% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
25,215
shares
|
$619,028
0.2% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
24,416
shares
|
$599,412
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
22,539
shares
|
$553,332
0.0% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,219
shares
|
$545,476
0.0% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
22,090
shares
|
$542,309
0.04% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
21,683
shares
|
$532,317
0.0% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
19,668
shares
|
$482,849
0.0% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,399
shares
|
$476,245
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
18,915
shares
|
$464,363
0.03% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,095
shares
|
$444,232
0.16% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16,878
shares
|
$414,354
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,138
shares
|
$396,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
15,600
shares
|
$382,980
0.17% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
15,494
shares
|
$380,377
0.07% of portfolio
|
Q3 2025
New holding
|
|