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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,250
shares
|
$49,567
0.0% of portfolio
|
Q4 2024
Added 184.81%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,089
shares
|
$46,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,000
shares
|
$44,060
0.0% of portfolio
|
Q1 2023
Reduced 47.37%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,917
shares
|
$42,231
0.0% of portfolio
|
Q3 2023
Reduced 24.59%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$33,045
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,500
shares
|
$33,045
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,401
shares
|
$30,864
0.0% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,190
shares
|
$26,215
0.0% of portfolio
|
Q4 2024
Added 138.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
1,155
shares
|
$25,444
0.03% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$22,030
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
600
shares
|
$13,218
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
552
shares
|
$12,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
500
shares
|
$11,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
500
shares
|
$11,015
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
494
shares
|
$10,882
0.0% of portfolio
|
Q3 2022
Added 31.73%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
475
shares
|
$10,464
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
471
shares
|
$10,376
0.0% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
58
shares
|
$1,277
0.0% of portfolio
|
Q4 2024
Reduced 66.86%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
20
shares
|
$440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4
shares
|
$88
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|