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 2023 vs. Q2 2023
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 83 | 83 | 0 |
| Shares | 4.77M | 4.89M | +120.9K (+2.5%) |
| Value | $97.3M | $86.9M | −$10.4M (−10.7%) |
New holders (9)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 61,589 | $1.09M | 0.00% |
| CNH Partners LLC | 25,601 | $454.7K | 0.02% |
| Landscape Capital Management, L.L.C. | 25,202 | $447.6K | 0.06% |
| Comerica Bank | 18,194 | $323.1K | 0.00% |
| Flow State Investments, L.P. | 14,245 | $253.0K | 0.09% |
| Elequin Capital LP | 11,028 | $195.9K | 0.04% |
| NBC Securities, Inc. | 4,026 | $71.0K | 0.01% |
| LWM Advisory Services, LLC | 1,107 | $19.7K | 0.02% |
| Anchor Investment Management, LLC | 551 | $9.79K | 0.00% |
Sold out (9)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Sowell Financial Services LLC | 17,996 | $367.0K |
| SMH Capital Advisors Inc | 11,769 | $240.0K |
| Northwestern Mutual Wealth Management Co | 1,809 | $36.9K |
| Center for Financial Planning, Inc. | 1,593 | $32.5K |
| Gradient Investments LLC | 1,000 | $20.4K |
| IFP Advisors, Inc | 600 | $13.7K |
| Assetmark, Inc | 395 | $8.06K |
| Richard W. Paul & Associates, LLC | 44 | $898 |
| US Bancorp | 39 | $796 |