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John Hancock Tax-Advantaged Dividend Income Fund

HTD
Exchange
NYSE
SEC CIK
0001260041

No open-market purchases or sales by John Hancock Tax-Advantaged Dividend Income Fund insiders were filed in the last 90 days; 94 institutions reported holding it in 13F filings for Q2 2026, worth $156.1M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in John Hancock Tax-Advantaged Dividend Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
90
No complete 13F data for Q4 2020
Shares held
5.39M
No complete 13F data for Q4 2020
Total value
$126.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting HTD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 90 institutions
Q1 2021: 90 institutionsQ2 2021: 87 institutionsQ3 2021: 91 institutionsQ4 2021: 90 institutionsQ1 2022: 91 institutionsQ2 2022: 87 institutionsQ3 2022: 82 institutionsQ4 2022: 92 institutionsQ1 2023: 81 institutionsQ2 2023: 83 institutionsQ3 2023: 83 institutionsQ4 2023: 88 institutionsQ1 2024: 85 institutionsQ2 2024: 90 institutionsQ3 2024: 92 institutionsQ4 2024: 93 institutionsQ1 2025: 83 institutionsQ2 2025: 96 institutionsQ3 2025: 97 institutionsQ4 2025: 95 institutionsQ1 2026: 94 institutionsQ2 2026: 94 institutions
Value heldQ1 2021: $126.8M
Q1 2021: $126.8MQ2 2021: $125.3MQ3 2021: $109.1MQ4 2021: $124.0MQ1 2022: $119.8MQ2 2022: $112.8MQ3 2022: $101.4MQ4 2022: $110.7MQ1 2023: $102.2MQ2 2023: $97.3MQ3 2023: $86.9MQ4 2023: $101.6MQ1 2024: $115.1MQ2 2024: $111.7MQ3 2024: $130.2MQ4 2024: $131.6MQ1 2025: $142.7MQ2 2025: $148.0MQ3 2025: $146.9MQ4 2025: $141.3MQ1 2026: $147.3MQ2 2026: $156.1M
Institutions holding HTD and their total value by quarter
QuarterHoldersValue
Q2 202694$156.1M
Q1 202694$147.3M
Q4 202595$141.3M
Q3 202597$146.9M
Q2 202596$148.0M
Q1 202583$142.7M
Q4 202493$131.6M
Q3 202492$130.2M
Q2 202490$111.7M
Q1 202485$115.1M
Q4 202388$101.6M
Q3 202383$86.9M
Q2 202383$97.3M
Q1 202381$102.2M
Q4 202292$110.7M
Q3 202282$101.4M
Q2 202287$112.8M
Q1 202291$119.8M
Q4 202190$124.0M
Q3 202191$109.1M
Q2 202187$125.3M
Q1 202190$126.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding John Hancock Tax-Advantaged Dividend Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding HTD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG773,824$18.2M0.01%––
Raymond James & Associates455,347$10.7M0.01%––
Karpus Management, Inc.455,154$10.7M0.32%––
Invesco Ltd.422,632$9.93M0.00%––
Raymond James Financial Services Advisors, Inc.221,924$5.21M0.01%––
Morgan Stanley216,596$5.09M0.00%––
Cohen & Steers, Inc.187,214$4.40M0.01%––
Penserra Capital Management LLC164,143$3.85M0.07%––
Guggenheim Capital LLC162,230$3.81M0.03%––
Advisor Group Holdings, Inc.150,183$3.53M0.01%––
Central Trust Co146,376$3.44M0.13%––
First Trust Advisors LP143,970$3.38M0.00%––
Samalin Investment Counsel, LLC138,585$3.25M2.18%––
Wells Fargo & Company136,811$3.21M0.00%––
Founders Financial Securities LLC120,045$2.82M0.65%––
Live Oak Private Wealth LLC102,602$2.41M0.59%––
Bank of America Corp101,330$2.38M0.00%––
Cetera Advisor Networks LLC93,519$2.20M0.05%––
Advisors Asset Management, Inc.91,310$2.14M0.03%––
Royal Bank of Canada87,964$2.07M0.00%––
LPL Financial LLC83,590$1.96M0.00%––
Stifel Financial Corp74,623$1.75M0.00%––
Hennion & Walsh Asset Management, Inc.67,040$1.57M0.09%––
Mutual Advisors, LLC58,721$1.38M0.09%––
Nations Financial Group Inc,53,227$1.25M0.28%––
Platte River Wealth Advisors, LLC43,183$1.03M0.42%––
Commonwealth Equity Services, LLC42,074$988.0K0.00%––
Cambridge Investment Research Advisors, Inc.37,428$879.0K0.00%––
Steward Partners Investment Advisory, LLC33,316$782.6K0.01%––
Morris Retirement Advisors, LLC27,901$655.0K0.62%––
First National Bank of Mount Dora, Trust Investment Services27,800$653.0K0.23%––
MML Investors Services, LLC27,617$649.0K0.01%––
SeaCrest Wealth Management, LLC27,116$637.0K0.08%––
Ameriprise Financial Inc23,624$555.0K0.00%––
Deutsche Bank AG22,590$531.0K0.00%––
Abbot Financial Management, Inc.22,125$520.0K0.24%––
Mariner, LLC21,640$508.0K0.00%––
The PNC Financial Services Group, Inc.20,853$489.0K0.00%––
QP Wealth Management, LLC19,355$455.0K0.49%––
Mid Atlantic Financial Management Inc17,053$401.0K0.03%––
Creative Planning15,262$359.0K0.00%––
Private Advisor Group, LLC15,071$354.0K0.00%––
Sowell Financial Services LLC14,012$341.0K0.01%––
Janney Montgomery Scott LLC14,441$339.0K0.00%––
Laidlaw Wealth Management LLC14,236$334.0K0.11%––
Ahrens Investment Partners LLC13,952$328.0K0.17%––
Financial Advocates Investment Management7,948$314.0K0.02%––
Institute for Wealth Management, LLC.13,205$310.0K0.06%––
Avantax Advisory Services, Inc.12,346$289.0K0.01%––
Conning Inc.11,250$264.0K0.01%––
Powell Investment Advisors, LLC10,998$258.0K0.17%––
Detalus Advisors, LLC10,757$253.0K0.15%––
Ausdal Financial Partners, Inc.10,707$252.0K0.04%––
9258 Wealth Management, LLC10,588$249.0K0.07%––
SMH Capital Advisors Inc9,537$224.0K0.50%––
HighTower Advisors, LLC9,494$224.0K0.00%––
AE Wealth Management LLC9,523$224.0K0.00%––
Eaton Vance Management7,500$176.0K0.00%––
Fifth Third Bancorp6,584$155.0K0.00%––
Geneos Wealth Management Inc.5,652$137.0K0.00%––
Capital Advisors, Ltd. LLC5,600$132.0K0.02%––
Baldwin Brothers Inc5,592$131.0K0.02%––
Wealthcare Advisory Partners LLC4,222$99.0K0.01%––
TCI Wealth Advisors, Inc.4,060$95.0K0.04%––
Firestone Capital Management2,876$68.0K0.02%––
Eudaimonia Partners, LLC2,879$68.0K0.01%––
Jacobi Capital Management LLC2,601$61.0K0.01%––
Spire Wealth Management2,167$51.0K0.00%––
Citigroup Inc2,000$47.0K0.00%––
Valeo Financial Advisors, LLC2,000$47.0K0.00%––
Cullen/Frost Bankers, Inc.1,686$40.0K0.00%––
Security National Trust Co1,200$28.0K0.01%––
Column Capital Advisors, LLC1,200$28.0K0.01%––
Ameritas Investment Company, LLC1,080$25.4K0.00%––
North Star Investment Management Corp.1,000$23.0K0.00%––
NEXT Financial Group, Inc1,000$23.0K0.00%––
Valley Brook Capital Group1,000$23.0K0.02%––
Allworth Financial LP656$15.0K0.00%––
International Assets Investment Management, LLC706$15.0K0.00%––
Liberty Wealth Management LLC700$14.0K0.01%––
Ellis Investment Partners, LLC573$13.0K0.00%––
McIlrath & Eck, LLC500$12.0K0.00%––
Bellevue Asset Management, LLC500$12.0K0.01%––
First Horizon Corp500$11.0K0.00%––
Arkadios Wealth Advisors369$8.00K0.00%––
FourThought Financial, LLC375$8.00K0.00%––
CWM, LLC223$6.00K0.00%––
GPS Wealth Strategies Group, LLC200$4.00K0.00%––
US Bancorp39$1.00K0.00%––
FMR LLC2$00.00%––