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.
Q2 2021 vs. Q1 2021
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 90 | 87 | −3 |
| Shares | 5.38M | 5.03M | −345.9K (−6.4%) |
| Value | $126.4M | $125.3M | −$1.19M (−0.9%) |
New holders (6)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lincoln National Corp | 11,720 | $292.0K | 0.01% |
| WealthTrust Asset Management, LLC | 8,623 | $215.0K | 0.19% |
| Wedbush Securities Inc | 8,370 | $208.0K | 0.01% |
| Advisory Services Network, LLC | 2,771 | $69.0K | 0.00% |
| O'Shaughnessy Asset Management, LLC | 2,263 | $56.0K | 0.00% |
| Trustcore Financial Services, LLC | 4 | $0 | 0.00% |
Sold out (9)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Karpus Management, Inc. | 455,154 | $10.7M |
| Mid Atlantic Financial Management Inc | 17,053 | $401.0K |
| Financial Advocates Investment Management | 7,948 | $314.0K |
| Wealthcare Advisory Partners LLC | 4,222 | $99.0K |
| Eudaimonia Partners, LLC | 2,879 | $68.0K |
| Valeo Financial Advisors, LLC | 2,000 | $47.0K |
| Ameritas Investment Company, LLC | 1,080 | $25.4K |
| Valley Brook Capital Group | 1,000 | $23.0K |
| International Assets Investment Management, LLC | 706 | $15.0K |