Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
96.5KNew |
$2.01M - $2.32M
|
96.5K
$2.42M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.6K+ 40.13% |
$992K - $1.14M
|
166K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
27.6KNew |
$575K - $663K
|
27.6K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.9K+ 5.18% |
$561K - $646K
|
546K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
26.7KNew |
$558K - $643K
|
26.7K
$671K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.4KNew |
$489K - $564K
|
23.4K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 31.41% |
$419K - $483K
|
84K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.7KNew |
$369K - $426K
|
17.7K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.7K+ 4.25% |
$265K - $305K
|
311K
$7.81M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
11.3KNew |
$236K - $272K
|
11.3K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
10.3KNew |
$215K - $247K
|
10.3K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.09KNew |
$190K - $219K
|
9.09K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.04KNew |
$168K - $193K
|
8.04K
$202K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.85K+ 100.0% |
$122K - $141K
|
11.7K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
4.6K+ 22.09% |
$95.8K - $111K
|
25.4K
$637K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.51K+ 17.87% |
$94K - $108K
|
29.7K
$746K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.9K+ 6724.14% |
$81.3K - $93.8K
|
3.96K
$99.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.49K+ 2.19% |
$72.7K - $83.9K
|
163K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.91K+ 24.12% |
$60.6K - $69.9K
|
15K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.84K+ 11.71% |
$59.2K - $68.3K
|
27.1K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.68K+ 2.28% |
$55.8K - $64.4K
|
120K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
897New |
$18.7K - $21.6K
|
897
$22.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
750+ 3.51% |
$15.6K - $18K
|
22.1K
$554K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
670New |
$14K - $16.1K
|
670
$16.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
634+ 1.38% |
$13.2K - $15.2K
|
46.6K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
522New |
$10.9K - $12.5K
|
522
$13.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
383+ 1.6% |
$7.99K - $9.21K
|
24.4K
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
215+ 1.82% |
$4.48K - $5.17K
|
12K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
178+ 1.4% |
$3.71K - $4.28K
|
12.9K
$323K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
171+ 0.04% |
$3.57K - $4.11K
|
395K
$9.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
150New |
$3.13K - $3.61K
|
150
$3.76K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147+ 0.35% |
$3.06K - $3.53K
|
42.3K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 1.69% |
$2.61K - $3.01K
|
7.5K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91+ 0.54% |
$1.9K - $2.19K
|
16.8K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
27+ 1.19% |
$563 - $649
|
2.3K
$57.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-29- 0.21% |
$605 - $697
|
13.6K
$342K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-195- 2.19% |
$4.07K - $4.69K
|
8.73K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-202- 2.08% |
$4.21K - $4.86K
|
9.52K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-249- 52.87% |
$5.19K - $5.99K
|
222
$5.57K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-303- 2.41% |
$6.32K - $7.28K
|
12.3K
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-565- 1.96% |
$11.8K - $13.6K
|
28.2K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-600- 13.95% |
$12.5K - $14.4K
|
3.7K
$92.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-893- 3.46% |
$18.6K - $21.5K
|
24.9K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-921- 9.51% |
$19.2K - $22.1K
|
8.76K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.1K- 0.86% |
$23K - $26.5K
|
128K
$3.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.27K- 2.88% |
$26.5K - $30.5K
|
42.8K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.95K- 8.0% |
$40.7K - $46.9K
|
22.4K
$563K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.12K- 26.19% |
$44.1K - $50.8K
|
5.96K
$150K
|