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 6.36 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
45,943
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
44,075
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
42,329
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
30,721
shares
|
$732,695
0.0% of portfolio
|
Q1 2025
Added 57.12%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
28,731
shares
|
$685,234
0.06% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
28,208
shares
|
$672,760
0.31% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
27,800
shares
|
$663,030
0.17% of portfolio
|
Q1 2021
Added 60.69%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
27,720
shares
|
$661,122
0.17% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
25,797
shares
|
$615,258
0.0% of portfolio
|
Q1 2025
Added 48.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25,221
shares
|
$601,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
25,215
shares
|
$601,377
0.2% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
24,400
shares
|
$581,940
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
24,259
shares
|
$578,577
0.0% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
23,979
shares
|
$571,899
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,640
shares
|
$539,964
0.0% of portfolio
|
Q1 2025
Added 40.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
21,340
shares
|
$508,959
0.04% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
20,807
shares
|
$496,246
0.02% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,915
shares
|
$451,122
0.04% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,567
shares
|
$418,972
0.0% of portfolio
|
Q1 2025
Added 38.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,711
shares
|
$398,557
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
15,600
shares
|
$372,060
0.2% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,662
shares
|
$325,838
0.0% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,690
shares
|
$302,656
0.01% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,598
shares
|
$300,462
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,053
shares
|
$287,464
0.02% of portfolio
|
Q1 2025
Added 0.05%
|