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 2025 vs. Q4 2024
How the institutions holding John Hancock Tax-Advantaged Dividend Income Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 93 | 3 | 83 | −7 |
| Shares | 5.98M | 31.7K | 5.95M | +8.60K (+0.1%) |
| Value | $131.6M | $698.4K | $142.4M | +$11.5M (+8.8%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Congress Wealth Management LLC | 25,221 | $603.5K | 0.01% |
| Sowell Financial Services LLC | 9,721 | $232.6K | 0.01% |
| Ausdal Financial Partners, Inc. | 9,685 | $231.8K | 0.02% |
| Northwestern Mutual Wealth Management Co | 3,780 | $90.5K | 0.00% |
| Redmont Wealth Advisors LLC | 2,612 | $62.5K | 0.12% |
| Jones Financial Companies LLLP | 2,000 | $47.9K | 0.00% |
| North Capital, Inc. | 1,679 | $40.2K | 0.04% |
| Cheviot Value Management, LLC | 200 | $4.56K | 0.00% |
| Concord Wealth Partners | 83 | $1.99K | 0.00% |
Sold out (16)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Polar Asset Management Partners Inc. | 42,152 | $928.2K |
| Shaker Financial Services, LLC | 14,000 | $308.3K |
| Cornerstone Advisors, LLC | 13,790 | $303.7K |
| Capital CS Group, LLC | 12,459 | $274.3K |
| HighTower Advisors, LLC | 11,495 | $253.1K |
| Readystate Asset Management LP | 11,162 | $245.8K |
| Truist Financial Corp | 9,990 | $220.0K |
| Venturi Wealth Management, LLC | 5,328 | $117.3K |
| Elequin Capital LP | 2,089 | $46.0K |
| Washington Trust Co | 1,500 | $33.0K |
| ORG Partners LLC | 552 | $12.2K |
| Endeavor Private Wealth, Inc. | 475 | $10.5K |
| Provenance Wealth Advisors, LLC | 386 | $8.50K |
| Parallel Advisors, LLC | 344 | $7.58K |
| WPG Advisers, LLC | 6 | $132 |
| FMR LLC | 1 | $22 |
Not filed for Q1 2025 yet (3)
Institutions that held John Hancock Tax-Advantaged Dividend Income Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Fernwood Investment Management, LLC | 25,215 | $555.2K |
| Global Retirement Partners, LLC | 6,483 | $142.8K |
| RE Dickinson Investment Advisors, LLC | 20 | $400 |