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 2024 vs. Q4 2023
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 88 | 85 | −3 |
| Shares | 5.17M | 5.34M | +170.2K (+3.3%) |
| Value | $98.0M | $104.9M | +$6.91M (+7.1%) |
New holders (10)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 177,646 | $3.49M | 0.01% |
| Susquehanna International Group, LLP | 14,896 | $292.9K | 0.00% |
| PFG Investments, LLC | 13,708 | $269.5K | 0.02% |
| Calamos Advisors LLC | 11,996 | $235.8K | 0.00% |
| SMH Capital Advisors Inc | 10,522 | $206.9K | 0.56% |
| Kestra Advisory Services, LLC | 10,172 | $200.0K | 0.00% |
| Redmont Wealth Advisors LLC | 3,901 | $76.7K | 0.11% |
| Tucker Asset Management LLC | 1,583 | $31.1K | 0.01% |
| Northwestern Mutual Wealth Management Co | 1,139 | $22.4K | 0.00% |
| Tower Research Capital LLC (TRC) | 1 | $20 | 0.00% |
Sold out (13)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Cetera Advisor Networks LLC | 190,662 | $3.62M |
| Elequin Capital LP | 16,627 | $315.4K |
| Logan Stone Capital, LLC | 13,177 | $250.0K |
| WealthTrust Asset Management, LLC | 11,860 | $225.0K |
| Ameriprise Financial Inc | 10,504 | $199.3K |
| Institute for Wealth Management, LLC. | 10,192 | $193.3K |
| JPMorgan Chase & Co | 8,370 | $158.8K |
| Advisory Services Network, LLC | 4,716 | $89.5K |
| LM Advisors LLC | 2,600 | $49.3K |
| Blue Bell Private Wealth Management, LLC | 1,400 | $26.6K |
| Allworth Financial LP | 700 | $13.3K |
| Morton Brown Family Wealth, LLC | 309 | $5.87K |
| AdvisorNet Financial, Inc | 220 | $4.17K |