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 2024 vs. Q3 2024
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 92 | 3 | 93 | +4 |
| Shares | 5.60M | 318.3K | 5.98M | +694.7K (+13.2%) |
| Value | $130.2M | $7.39M | $131.6M | +$8.81M (+7.2%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 298,559 | $6.57M | 0.00% |
| Polar Asset Management Partners Inc. | 42,152 | $928.2K | 0.01% |
| Shaker Financial Services, LLC | 14,000 | $308.3K | 0.12% |
| Cornerstone Advisors, LLC | 13,790 | $303.7K | 0.01% |
| Lido Advisors, LLC | 12,667 | $278.9K | 0.00% |
| Mezzasalma Advisors, LLC | 12,301 | $270.9K | 0.09% |
| Readystate Asset Management LP | 11,162 | $245.8K | 0.01% |
| Argentarii, LLC | 10,823 | $238.3K | 0.12% |
| Advisory Services Network, LLC | 9,164 | $201.8K | 0.00% |
| Elequin Capital LP | 2,089 | $46.0K | 0.01% |
| ORG Partners LLC | 552 | $12.2K | 0.00% |
| Ameriflex Group, Inc. | 500 | $11.3K | 0.01% |
| Endeavor Private Wealth, Inc. | 475 | $10.5K | 0.01% |
| Parallel Advisors, LLC | 344 | $7.58K | 0.00% |
| RE Dickinson Investment Advisors, LLC | 20 | $400 | 0.00% |
| WPG Advisers, LLC | 6 | $132 | 0.00% |
| FMR LLC | 1 | $22 | 0.00% |
Sold out (13)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Logan Stone Capital, LLC | 61,119 | $1.42M |
| Landscape Capital Management, L.L.C. | 32,389 | $752.1K |
| International Assets Investment Management, LLC | 11,842 | $510.0K |
| HB Wealth Management, LLC | 17,731 | $411.7K |
| Central Bank & Trust Co | 16,073 | $373.2K |
| Susquehanna International Group, LLP | 13,399 | $311.1K |
| Sowell Financial Services LLC | 11,651 | $271.0K |
| Ausdal Financial Partners, Inc. | 9,132 | $212.0K |
| Redmont Wealth Advisors LLC | 2,612 | $60.7K |
| Wolverine Asset Management LLC | 1,278 | $29.7K |
| Baldwin Brothers Inc | 500 | $11.6K |
| JNBA Financial Advisors | 276 | $6.41K |
| Investors Research Corp | 168 | $3.90K |
Not filed for Q4 2024 yet (3)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 164,496 | $3.82M |
| Raymond James Financial Services Advisors, Inc. | 126,110 | $2.93M |
| Platte River Wealth Advisors, LLC | 27,720 | $643.7K |