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 97 institutions that hold shares in the stock, with a total of 6.34 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
48,872
shares
|
$1.08 Million
0.91% of portfolio
|
Q3 2023
Added 5.06%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
44,075
shares
|
$970,972
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
42,182
shares
|
$929,269
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 25, 2025 Q4 2024 |
42,152
shares
|
$928,608
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
39,929
shares
|
$879,635
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
28,906
shares
|
$636,799
0.0% of portfolio
|
Q4 2024
Reduced 20.43%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
28,773
shares
|
$633,869
0.37% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
27,800
shares
|
$612,434
0.17% of portfolio
|
Q1 2021
Added 60.69%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
27,720
shares
|
$610,671
0.17% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
25,376
shares
|
$559,033
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
25,215
shares
|
$555,486
0.2% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,816
shares
|
$524,666
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
22,075
shares
|
$486,312
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
21,215
shares
|
$467,366
0.04% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,552
shares
|
$430,730
0.0% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
17,816
shares
|
$392,486
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,474
shares
|
$384,952
0.01% of portfolio
|
Q4 2024
Added 239.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
17,318
shares
|
$381,515
0.0% of portfolio
|
Q4 2024
Added 67.7%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,530
shares
|
$364,155
0.0% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,069
shares
|
$354,000
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
15,600
shares
|
$343,668
0.17% of portfolio
|
Q2 2024
Reduced 6.02%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
14,000
shares
|
$308,420
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
13,790
shares
|
$303,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
12,667
shares
|
$279,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,457
shares
|
$274,427
0.01% of portfolio
|
Q4 2024
Added 1.4%
|