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 110 institutions that hold shares in the stock, with a total of 6.31 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
14,266
shares
|
$350,230
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,695
shares
|
$336,212
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,003
shares
|
$319,223
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,667
shares
|
$310,974
0.0% of portfolio
|
Q3 2025
Reduced 27.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,295
shares
|
$301,842
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,274
shares
|
$301,326
0.08% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
11,765
shares
|
$288,830
0.02% of portfolio
|
Q3 2025
Reduced 51.84%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
11,700
shares
|
$287,235
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
11,430
shares
|
$280,606
0.01% of portfolio
|
Q3 2025
Reduced 94.94%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
11,311
shares
|
$277,685
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
11,150
shares
|
$273,732
0.01% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
10,823
shares
|
$265,704
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,741
shares
|
$263,691
0.11% of portfolio
|
Q1 2023
Reduced 14.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,385
shares
|
$254,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,100
shares
|
$247,955
0.09% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
9,572
shares
|
$234,992
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,164
shares
|
$224,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,992
shares
|
$220,753
0.02% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,984
shares
|
$220,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,947
shares
|
$219,648
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
8,818
shares
|
$216,481
0.02% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
8,804
shares
|
$216,138
0.84% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,502
shares
|
$184,174
0.02% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,000
shares
|
$147,300
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,133
shares
|
$101,465
0.0% of portfolio
|
Q3 2025
Added 79.46%
|
|