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 107 institutions that hold shares in the stock, with a total of 6.29 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
747,625
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
523,803
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
481,551
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
415,313
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
372,549
shares
|
$9.15 Million
0.07% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
304,363
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
289,502
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
280,466
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
279,742
shares
|
$6.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
200,763
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
188,030
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
179,588
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,496
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.06%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
137,058
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
127,036
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
126,110
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
102,602
shares
|
$2.52 Million
0.37% of portfolio
|
Q2 2020
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
97,756
shares
|
$2.4 Million
0.39% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
91,683
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
86,806
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
50,000
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
49,112
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
48,872
shares
|
$1.2 Million
0.91% of portfolio
|
Q3 2023
Added 5.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
42,402
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
39,209
shares
|
$962,580
0.07% of portfolio
|
Q3 2025
Reduced 67.22%
|
|