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 2023 vs. Q3 2023
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 83 | 1 | 88 | +6 |
| Shares | 4.89M | 48.9K | 5.17M | +323.7K (+6.7%) |
| Value | $86.9M | $868.0K | $98.0M | +$12.0M (+13.9%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Karpus Management, Inc. | 118,131 | $2.24M | 0.07% |
| Cornerstone Advisors, LLC | 17,900 | $339.6K | 0.01% |
| Sowell Financial Services LLC | 17,570 | $333.0K | 0.02% |
| Lincoln National Corp | 14,168 | $268.8K | 0.00% |
| Logan Stone Capital, LLC | 13,177 | $250.0K | 0.05% |
| WealthTrust Asset Management, LLC | 11,860 | $225.0K | 0.19% |
| JPMorgan Chase & Co | 8,370 | $158.8K | 0.00% |
| US Bancorp | 7,650 | $145.1K | 0.00% |
| LM Advisors LLC | 2,600 | $49.3K | 0.01% |
| Creekmur Asset Management LLC | 1,568 | $29.8K | 0.01% |
| Blue Bell Private Wealth Management, LLC | 1,400 | $26.6K | 0.01% |
| Creative Financial Designs Inc | 600 | $11.4K | 0.00% |
| Principal Securities, Inc. | 538 | $10.2K | 0.00% |
| Morton Brown Family Wealth, LLC | 309 | $5.87K | 0.00% |
| AdvisorNet Financial, Inc | 220 | $4.17K | 0.00% |
Sold out (9)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Heron Bay Capital Management | 27,681 | $491.6K |
| Mariner, LLC | 23,721 | $421.3K |
| Ausdal Financial Partners, Inc. | 16,446 | $292.1K |
| Fiduciary Trust Co | 12,200 | $216.7K |
| Avantax Advisory Services, Inc. | 10,558 | $187.5K |
| JNBA Financial Advisors | 2,240 | $39.8K |
| LWM Advisory Services, LLC | 1,107 | $19.7K |
| Ronald Blue Trust, Inc. | 725 | $15.0K |
| Anchor Investment Management, LLC | 551 | $9.79K |
Not filed for Q4 2023 yet (1)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Golden Green, Inc. | 48,872 | $868.0K |