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 2023 vs. Q1 2023
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 83 | +3 |
| Shares | 4.79M | 10.7K | 4.77M | −13.1K (−0.3%) |
| Value | $102.2M | $229.0K | $97.3M | −$4.67M (−4.6%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kingsview Wealth Management, LLC | 14,035 | $286.3K | 0.01% |
| HB Wealth Management, LLC | 10,262 | $209.3K | 0.00% |
| Wolverine Asset Management LLC | 4,172 | $85.1K | 0.00% |
| St Germain D J Co Inc | 2,542 | $51.9K | 0.00% |
| JNBA Financial Advisors | 2,240 | $45.7K | 0.01% |
| Northwestern Mutual Wealth Management Co | 1,809 | $36.9K | 0.00% |
| Center for Financial Planning, Inc. | 1,593 | $32.5K | 0.01% |
| Tyler-Stone Wealth Management | 1,516 | $31.0K | 0.02% |
| Oakworth Capital, Inc. | 1,500 | $30.6K | 0.00% |
| Gradient Investments LLC | 1,000 | $20.4K | 0.00% |
| Ronald Blue Trust, Inc. | 725 | $15.0K | 0.00% |
| IFP Advisors, Inc | 600 | $13.7K | 0.00% |
| Assetmark, Inc | 395 | $8.06K | 0.00% |
Sold out (10)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Creative Planning | 10,056 | $214.4K |
| CI Private Wealth, LLC | 9,697 | $206.7K |
| TCI Wealth Advisors, Inc. | 4,060 | $86.6K |
| Register Financial Advisors LLC | 2,079 | $44.3K |
| Ameritas Advisory Services, LLC | 1,969 | $42.0K |
| Cullen/Frost Bankers, Inc. | 1,626 | $34.7K |
| Tower Research Capital LLC (TRC) | 993 | $21.0K |
| Belpointe Asset Management LLC | 500 | $10.7K |
| Bellevue Asset Management, LLC | 500 | $10.7K |
| FMR LLC | 209 | $4.46K |
Not filed for Q2 2023 yet (1)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 10,741 | $229.0K |