Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
84.9K+ 469.32% |
$2.06M - $2.14M
|
103K
$2.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
26.9KNew |
$654K - $678K
|
26.9K
$660K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.45KNew |
$35.1K - $36.4K
|
1.45K
$35.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.25K+ 445.0% |
$30.3K - $31.4K
|
1.53K
$37.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
796+ 2.56% |
$19.4K - $20.1K
|
31.8K
$782K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
238+ 1.94% |
$5.79K - $6K
|
12.5K
$307K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
140New |
$3.4K - $3.53K
|
140
$3.44K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
127+ 84.67% |
$3.09K - $3.2K
|
277
$6.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
55+ 0.57% |
$1.34K - $1.39K
|
9.63K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18+ 0.2% |
$438 - $454
|
8.82K
$216K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-120- 0.28% |
$2.92K - $3.03K
|
42.3K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-261- 0.93% |
$6.34K - $6.58K
|
27.9K
$685K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-358- 2.51% |
$8.7K - $9.03K
|
13.9K
$341K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.9K- 45.57% |
$313K - $325K
|
15.4K
$378K
|
|