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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 $155.5M 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
5.38M
No complete 13F data for Q4 2020
Total value
$126.4M
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: $126.4M
Q1 2021: $126.4MQ2 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: $98.0MQ1 2024: $104.9MQ2 2024: $111.7MQ3 2024: $130.2MQ4 2024: $131.6MQ1 2025: $142.4MQ2 2025: $144.3MQ3 2025: $146.9MQ4 2025: $141.3MQ1 2026: $147.3MQ2 2026: $155.5M
Institutions holding HTD and their total value by quarter
QuarterHoldersValue
Q2 202694$155.5M
Q1 202694$147.3M
Q4 202595$141.3M
Q3 202597$146.9M
Q2 202596$144.3M
Q1 202583$142.4M
Q4 202493$131.6M
Q3 202492$130.2M
Q2 202490$111.7M
Q1 202485$104.9M
Q4 202388$98.0M
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$126.4M

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
FMR LLC2$00.00%––
US Bancorp39$1.00K0.00%––
GPS Wealth Strategies Group, LLC200$4.00K0.00%––
CWM, LLC223$6.00K0.00%––
Arkadios Wealth Advisors369$8.00K0.00%––
FourThought Financial, LLC375$8.00K0.00%––
First Horizon Corp500$11.0K0.00%––
McIlrath & Eck, LLC500$12.0K0.00%––
Bellevue Asset Management, LLC500$12.0K0.01%––
Ellis Investment Partners, LLC573$13.0K0.00%––
Liberty Wealth Management LLC700$14.0K0.01%––
Allworth Financial LP656$15.0K0.00%––
International Assets Investment Management, LLC706$15.0K0.00%––
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%––
Ameritas Investment Company, LLC1,080$25.4K0.00%––
Security National Trust Co1,200$28.0K0.01%––
Column Capital Advisors, LLC1,200$28.0K0.01%––
Cullen/Frost Bankers, Inc.1,686$40.0K0.00%––
Citigroup Inc2,000$47.0K0.00%––
Valeo Financial Advisors, LLC2,000$47.0K0.00%––
Spire Wealth Management2,167$51.0K0.00%––
Jacobi Capital Management LLC2,601$61.0K0.01%––
Firestone Capital Management2,876$68.0K0.02%––
Eudaimonia Partners, LLC2,879$68.0K0.01%––
TCI Wealth Advisors, Inc.4,060$95.0K0.04%––
Wealthcare Advisory Partners LLC4,222$99.0K0.01%––
Baldwin Brothers Inc5,592$131.0K0.02%––
Capital Advisors, Ltd. LLC5,600$132.0K0.02%––
Geneos Wealth Management Inc.5,652$137.0K0.00%––
Fifth Third Bancorp6,584$155.0K0.00%––
Eaton Vance Management7,500$176.0K0.00%––
SMH Capital Advisors Inc9,537$224.0K0.50%––
HighTower Advisors, LLC9,494$224.0K0.00%––
AE Wealth Management LLC9,523$224.0K0.00%––
9258 Wealth Management, LLC10,588$249.0K0.07%––
Ausdal Financial Partners, Inc.10,707$252.0K0.04%––
Detalus Advisors, LLC10,757$253.0K0.15%––
Powell Investment Advisors, LLC10,998$258.0K0.17%––
Conning Inc.11,250$264.0K0.01%––
Avantax Advisory Services, Inc.12,346$289.0K0.01%––
Institute for Wealth Management, LLC.13,205$310.0K0.06%––
Financial Advocates Investment Management7,948$314.0K0.02%––
Ahrens Investment Partners LLC13,952$328.0K0.17%––
Laidlaw Wealth Management LLC14,236$334.0K0.11%––
Janney Montgomery Scott LLC14,441$339.0K0.00%––
Sowell Financial Services LLC14,012$341.0K0.01%––
Private Advisor Group, LLC15,071$354.0K0.00%––
Creative Planning15,262$359.0K0.00%––
Steward Partners Investment Advisory, LLC16,658$391.3K0.01%––
Mid Atlantic Financial Management Inc17,053$401.0K0.03%––
QP Wealth Management, LLC19,355$455.0K0.49%––
The PNC Financial Services Group, Inc.20,853$489.0K0.00%––
Mariner, LLC21,640$508.0K0.00%––
Abbot Financial Management, Inc.22,125$520.0K0.24%––
Deutsche Bank AG22,590$531.0K0.00%––
Ameriprise Financial Inc23,624$555.0K0.00%––
SeaCrest Wealth Management, LLC27,116$637.0K0.08%––
MML Investors Services, LLC27,617$649.0K0.01%––
First National Bank of Mount Dora, Trust Investment Services27,800$653.0K0.23%––
Morris Retirement Advisors, LLC27,901$655.0K0.62%––
Cambridge Investment Research Advisors, Inc.37,428$879.0K0.00%––
Commonwealth Equity Services, LLC42,074$988.0K0.00%––
Platte River Wealth Advisors, LLC43,183$1.03M0.42%––
Nations Financial Group Inc,53,227$1.25M0.28%––
Mutual Advisors, LLC58,721$1.38M0.09%––
Hennion & Walsh Asset Management, Inc.67,040$1.57M0.09%––
Stifel Financial Corp74,623$1.75M0.00%––
LPL Financial LLC83,590$1.96M0.00%––
Royal Bank of Canada87,964$2.07M0.00%––
Advisors Asset Management, Inc.91,310$2.14M0.03%––
Cetera Advisor Networks LLC93,519$2.20M0.05%––
Bank of America Corp101,330$2.38M0.00%––
Live Oak Private Wealth LLC102,602$2.41M0.59%––
Founders Financial Securities LLC120,045$2.82M0.65%––
Wells Fargo & Company136,811$3.21M0.00%––
Samalin Investment Counsel, LLC138,585$3.25M2.18%––
First Trust Advisors LP143,970$3.38M0.00%––
Central Trust Co146,376$3.44M0.13%––
Advisor Group Holdings, Inc.150,183$3.53M0.01%––
Guggenheim Capital LLC162,230$3.81M0.03%––
Penserra Capital Management LLC164,143$3.85M0.07%––
Cohen & Steers, Inc.187,214$4.40M0.01%––
Morgan Stanley216,596$5.09M0.00%––
Raymond James Financial Services Advisors, Inc.221,924$5.21M0.01%––
Invesco Ltd.422,632$9.93M0.00%––
Karpus Management, Inc.455,154$10.7M0.32%––
Raymond James & Associates455,347$10.7M0.01%––
UBS Group AG773,824$18.2M0.01%––