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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,385
shares
|
$272,841
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,301
shares
|
$270,991
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,047
shares
|
$265,395
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
11,495
shares
|
$253,234
0.0% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,162
shares
|
$245,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
11,150
shares
|
$245,634
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
10,823
shares
|
$238,430
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,741
shares
|
$236,624
0.11% of portfolio
|
Q1 2023
Reduced 14.31%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,701
shares
|
$235,743
0.0% of portfolio
|
Q3 2024
Added 42.68%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
10,361
shares
|
$228,252
0.03% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,100
shares
|
$222,503
0.11% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,992
shares
|
$220,123
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,990
shares
|
$220,079
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,721
shares
|
$214,153
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smh Capital Advisors Inc
|
Feb 12, 2025 Q4 2024 |
9,186
shares
|
$202,367
1.05% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,164
shares
|
$201,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,077
shares
|
$177,936
0.0% of portfolio
|
Q3 2024
Added 168.96%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
7,502
shares
|
$165,269
0.03% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,375
shares
|
$162,471
0.0% of portfolio
|
Q4 2024
Added 34.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,483
shares
|
$142,820
0.0% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,850
shares
|
$128,875
0.0% of portfolio
|
Q2 2024
Added 14.71%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,328
shares
|
$117,375
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,300
shares
|
$94,729
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,025
shares
|
$88,670
0.01% of portfolio
|
Q1 2025
Added 100525.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,877
shares
|
$63,380
0.01% of portfolio
|
Q4 2023
Reduced 0.79%
|