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 |
|---|---|---|---|---|---|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,824
shares
|
$282,002
0.1% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
11,150
shares
|
$265,927
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,823
shares
|
$258,128
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,741
shares
|
$256,172
0.11% of portfolio
|
Q1 2023
Reduced 14.31%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,701
shares
|
$255,218
0.0% of portfolio
|
Q3 2024
Added 42.68%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
10,100
shares
|
$240,885
0.12% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,721
shares
|
$231,845
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,685
shares
|
$230,987
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,164
shares
|
$218,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
8,992
shares
|
$214,459
0.03% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
8,923
shares
|
$212,813
1.18% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,077
shares
|
$192,636
0.0% of portfolio
|
Q3 2024
Added 168.96%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
7,502
shares
|
$178,922
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,375
shares
|
$175,893
0.0% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,483
shares
|
$154,619
0.0% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,850
shares
|
$139,522
0.0% of portfolio
|
Q1 2025
Reduced 53.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,300
shares
|
$102,555
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,025
shares
|
$95,996
0.01% of portfolio
|
Q1 2025
Added 100525.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,780
shares
|
$90,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,877
shares
|
$68,616
0.01% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,612
shares
|
$62,296
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,276
shares
|
$54,282
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$47,700
0.01% of portfolio
|
Q1 2023
Reduced 47.37%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,000
shares
|
$47,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,917
shares
|
$45,720
0.0% of portfolio
|
Q3 2023
Reduced 24.59%
|