Shaker Financial Services, LLC John Hancock Tax Advantaged Dividend Income Fund Transaction History
Shaker Financial Services, LLC
- $282 Million
- Q3 2025
A detailed history of Shaker Financial Services, LLC transactions in John Hancock Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Shaker Financial Services, LLC holds 18,095 shares of HTD stock, worth $444,232. This represents 0.16% of its overall portfolio holdings.
Number of Shares
18,095
Previous 23,443
22.81%
Holding current value
$444,232
Previous $548,000
18.25%
% of portfolio
0.16%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding HTD
# of Institutions
108Shares Held
6.32MCall Options Held
0Put Options Held
0-
Ubs Group Ag748KShares$18.4 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA524KShares$12.9 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC482KShares$11.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY415KShares$10.2 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL373KShares$9.15 Million0.07% of portfolio
About JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
- Ticker HTD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operatin...