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.
Q4 2022 vs. Q3 2022
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 82 | 1 | 92 | +11 |
| Shares | 4.84M | 494 | 4.86M | +23.0K (+0.5%) |
| Value | $101.4M | $10.0K | $110.7M | +$9.32M (+9.2%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Heron Bay Capital Management | 37,015 | $846.2K | 0.52% |
| International Assets Investment Management, LLC | 10,413 | $238.0K | 0.02% |
| HRT Financial LP | 10,201 | $233.0K | 0.00% |
| HighTower Advisors, LLC | 9,741 | $223.0K | 0.00% |
| Comerica Bank | 8,950 | $215.0K | 0.00% |
| Ignite Planners, LLC | 8,540 | $206.4K | 0.09% |
| Snowden Capital Advisors LLC | 8,898 | $203.4K | 0.01% |
| Advisory Services Network, LLC | 6,125 | $140.0K | 0.00% |
| Register Financial Advisors LLC | 2,079 | $47.5K | 0.03% |
| GWM Advisors LLC | 3,164 | $44.0K | 0.00% |
| Accurate Wealth Management, LLC | 1,004 | $24.2K | 0.01% |
| South State Corp. | 707 | $16.2K | 0.00% |
| Global Retirement Partners, LLC | 616 | $14.1K | 0.00% |
| AdvisorNet Financial, Inc | 534 | $12.2K | 0.00% |
| Belpointe Asset Management LLC | 500 | $11.4K | 0.00% |
| CoreCap Advisors, LLC | 320 | $7.32K | 0.00% |
| Salem Investment Counselors Inc | 84 | $1.92K | 0.00% |
| Richard W. Paul & Associates, LLC | 44 | $1.01K | 0.00% |
| FMR LLC | 1 | $23 | 0.00% |
Sold out (8)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Karpus Management, Inc. | 42,568 | $892.0K |
| Shaker Financial Services, LLC | 21,103 | $442.0K |
| QP Wealth Management, LLC | 9,630 | $201.0K |
| GPS Wealth Strategies Group, LLC | 6,918 | $145.0K |
| Motco | 5,000 | $105.0K |
| Parallel Advisors, LLC | 4,355 | $91.0K |
| Column Capital Advisors, LLC | 419 | $9.00K |
| JPMorgan Chase & Co | 5 | $0 |
Not filed for Q4 2022 yet (1)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| FourThought Financial, LLC | 494 | $10.0K |