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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,679
shares
|
$40,044
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$35,775
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,155
shares
|
$27,546
0.03% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$23,850
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
948
shares
|
$22,609
0.0% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$14,310
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
500
shares
|
$11,925
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$11,925
0.0% of portfolio
|
Q1 2025
Reduced 57.98%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
500
shares
|
$11,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
494
shares
|
$11,781
0.0% of portfolio
|
Q3 2022
Added 31.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
471
shares
|
$11,233
0.0% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
200
shares
|
$4,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
150
shares
|
$3,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
83
shares
|
$1,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
58
shares
|
$1,383
0.0% of portfolio
|
Q4 2024
Reduced 66.86%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4
shares
|
$95
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|