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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,100
shares
|
$100,655
0.0% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,025
shares
|
$98,813
0.01% of portfolio
|
Q1 2025
Added 100525.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,473
shares
|
$85,262
0.0% of portfolio
|
Q3 2025
Reduced 41.75%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,201
shares
|
$78,584
0.0% of portfolio
|
Q3 2025
Reduced 70.09%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,612
shares
|
$64,124
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,531
shares
|
$62,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
2,470
shares
|
$60,638
0.0% of portfolio
|
Q3 2025
Added 394.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$49,100
0.0% of portfolio
|
Q1 2023
Reduced 47.37%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,917
shares
|
$47,062
0.0% of portfolio
|
Q3 2023
Reduced 24.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,776
shares
|
$43,600
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,680
shares
|
$41,244
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,517
shares
|
$37,242
0.0% of portfolio
|
Q2 2025
Reduced 59.87%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$36,825
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,445
shares
|
$35,474
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,155
shares
|
$28,355
0.03% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$24,550
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$24,550
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$14,730
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$12,275
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
500
shares
|
$12,275
0.0% of portfolio
|
Q1 2025
Reduced 57.98%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
494
shares
|
$12,127
0.0% of portfolio
|
Q3 2022
Added 31.73%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
280
shares
|
$6,874
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
253
shares
|
$6,211
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
242
shares
|
$5,941
0.0% of portfolio
|
Q3 2025
Reduced 74.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
222
shares
|
$5,450
0.0% of portfolio
|
Q2 2025
Reduced 52.87%
|
|