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.
Q3 2021 vs. Q2 2021
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 87 | 2 | 91 | +6 |
| Shares | 5.03M | 723 | 4.77M | −256.0K (−5.1%) |
| Value | $125.3M | $18.0K | $109.1M | −$16.2M (−12.9%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Shaker Financial Services, LLC | 86,564 | $1.98M | 0.79% |
| Wolverine Asset Management LLC | 41,361 | $946.0K | 0.01% |
| Jane Street Group, LLC | 12,007 | $275.0K | 0.00% |
| Envestnet Asset Management Inc | 9,496 | $217.0K | 0.00% |
| Mid Atlantic Financial Management Inc | 9,353 | $214.0K | 0.01% |
| Koshinski Asset Management, Inc. | 5,692 | $130.2K | 0.01% |
| Motco | 5,000 | $114.0K | 0.01% |
| Herold Advisors, Inc. | 4,273 | $97.0K | 0.04% |
| RWM Asset Management, LLC | 1,500 | $34.0K | 0.01% |
| Strategic Asset Management, LLC | 500 | $12.0K | 0.02% |
| First Horizon Advisors, Inc. | 500 | $11.0K | 0.00% |
| Consolidated Planning Corp | 250 | $6.00K | 0.00% |
Sold out (6)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 34,517 | $859.0K |
| Deutsche Bank AG | 22,590 | $562.0K |
| Creative Planning | 9,200 | $229.0K |
| WealthTrust Asset Management, LLC | 8,623 | $215.0K |
| Wedbush Securities Inc | 8,370 | $208.0K |
| Advisory Services Network, LLC | 2,771 | $69.0K |
Not filed for Q3 2021 yet (2)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| First Horizon Corp | 500 | $12.0K |
| CWM, LLC | 223 | $6.00K |