Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.6K+ 20.83% |
$815K - $858K
|
201K
$4.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30.9KNew |
$727K - $766K
|
30.9K
$758K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 4.13% |
$699K - $736K
|
748K
$18.4M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
28.5KNew |
$672K - $708K
|
28.5K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.3K+ 17.71% |
$666K - $702K
|
188K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 5.1% |
$474K - $499K
|
415K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.9K+ 14.05% |
$398K - $419K
|
137K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5K+ 10.14% |
$389K - $410K
|
180K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$380K - $400K
|
16.1K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.5KNew |
$365K - $384K
|
15.5K
$380K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 5.18% |
$336K - $353K
|
290K
$7.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$245K - $258K
|
10.4K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.66K+ 3.57% |
$227K - $239K
|
280K
$6.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.37K+ 2.58% |
$221K - $232K
|
373K
$9.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.98KNew |
$212K - $223K
|
8.98K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.8KNew |
$207K - $218K
|
8.8K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.67K+ 9.13% |
$181K - $190K
|
91.7K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5.65K+ 22.22% |
$133K - $140K
|
31.1K
$762K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.88K+ 21.74% |
$115K - $121K
|
27.3K
$671K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7K+ 0.98% |
$111K - $116K
|
482K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.53KNew |
$59.6K - $62.8K
|
2.53K
$62.1K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1.97K+ 394.0% |
$46.4K - $48.9K
|
2.47K
$60.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.95K+ 11.01% |
$45.9K - $48.4K
|
19.7K
$483K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.83K+ 79.46% |
$43.1K - $45.4K
|
4.13K
$101K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.22K+ 1.26% |
$28.8K - $30.3K
|
97.8K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500+ 100.0% |
$11.8K - $12.4K
|
1K
$24.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
400+ 10.81% |
$9.42K - $9.92K
|
4.1K
$101K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
280New |
$6.59K - $6.94K
|
280
$6.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
253New |
$5.96K - $6.27K
|
253
$6.21K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
235+ 1.95% |
$5.53K - $5.83K
|
12.3K
$301K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
201New |
$4.73K - $4.98K
|
201
$4.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
183+ 2.09% |
$4.31K - $4.54K
|
8.95K
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
135+ 162.65% |
$3.18K - $3.35K
|
218
$5.35K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 1.05% |
$3.18K - $3.35K
|
13K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
76+ 0.45% |
$1.79K - $1.88K
|
16.9K
$414K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
76+ 0.87% |
$1.79K - $1.88K
|
8.8K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73+ 0.17% |
$1.72K - $1.81K
|
42.4K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62+ 0.45% |
$1.46K - $1.54K
|
13.7K
$336K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 0.22% |
$1.27K - $1.34K
|
24.4K
$599K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
53+ 0.56% |
$1.25K - $1.31K
|
9.57K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.68% |
$283 - $298
|
1.78K
$43.6K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.06% |
$23.6 - $24.8
|
1.68K
$41.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-63- 0.22% |
$1.48K - $1.56K
|
28.1K
$691K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-403- 77.2% |
$9.49K - $9.99K
|
119
$2.92K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-486- 2.14% |
$11.4K - $12.1K
|
22.2K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-490- 0.38% |
$11.5K - $12.2K
|
127K
$3.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
SELL
|
- |
-548- 1.99% |
$12.9K - $13.6K
|
27K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-615- 3.07% |
$14.5K - $15.3K
|
19.4K
$476K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-646- 1.3% |
$15.2K - $16K
|
49.1K
$1.21M
|
|