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.
Q1 2023 vs. Q4 2022
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 92 | 4 | 81 | −7 |
| Shares | 4.86M | 10.8K | 4.79M | −52.8K (−1.1%) |
| Value | $110.7M | $257.4K | $102.2M | −$8.19M (−7.4%) |
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Golden Green, Inc. | 46,542 | $992.3K | 1.16% |
| Capital CS Group, LLC | 12,459 | $265.6K | 0.25% |
| Creative Planning | 10,056 | $214.4K | 0.00% |
| CI Private Wealth, LLC | 9,697 | $206.7K | 0.00% |
| GPS Wealth Strategies Group, LLC | 7,915 | $168.7K | 0.03% |
| Venturi Wealth Management, LLC | 5,328 | $113.6K | 0.01% |
| Ameritas Advisory Services, LLC | 1,969 | $42.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 993 | $21.0K | 0.00% |
| Proequities, Inc. | 500 | $10.7K | 0.00% |
Sold out (16)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| MML Investors Services, LLC | 34,679 | $793.0K |
| International Assets Investment Management, LLC | 10,413 | $238.0K |
| HRT Financial LP | 10,201 | $233.0K |
| Neuberger Berman Group LLC | 9,900 | $226.3K |
| AE Wealth Management LLC | 9,394 | $214.8K |
| Ignite Planners, LLC | 8,540 | $206.4K |
| Snowden Capital Advisors LLC | 8,898 | $203.4K |
| Lindbrook Capital, LLC | 6,200 | $141.7K |
| Money Concepts Capital Corp | 1,066 | $24.4K |
| Accurate Wealth Management, LLC | 1,004 | $24.2K |
| South State Corp. | 707 | $16.2K |
| AdvisorNet Financial, Inc | 534 | $12.2K |
| First Horizon Advisors, Inc. | 500 | $11.4K |
| Rockefeller Capital Management L.P. | 399 | $9.00K |
| IFP Advisors, Inc | 181 | $4.00K |
| Salem Investment Counselors Inc | 84 | $1.92K |
Not filed for Q1 2023 yet (4)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 8,950 | $215.0K |
| Tyler-Stone Wealth Management | 1,516 | $35.0K |
| CoreCap Advisors, LLC | 320 | $7.32K |
| Trustcore Financial Services, LLC | 4 | $99 |