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Get Institutions for : 
John Hancock Tax-Advantaged Dividend Income Fund (HTD)  
$20.28 0.05 (0.25%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 87    2
Total shares held : 
5,165,143  
% of shares held : 
14.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
319,585  
% of shares held change : 
  0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$19.14  
Last Quarter's Ending Price : 
$19.66  
Last Quarter's Average Price
$19.17  
Change from last quarter's     
avg. price to the last closing  : 
1.11 (5.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 186,135
 3.6%
 
Increased Positions :
23
 569,005
 11.02%
 
Unchanged Positions :
22
 311,952
 6.04%
 
Decreased Positions :
32
-340,877
-6.6%
 
Closed Positions :
8
-94,678
-1.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   UBS Group AG 1412 - 2024-03-31 699,513 $13,752,000 49,029
   RAYMOND JAMES & ASSOCIATES 1278 - 2024-03-31 413,199 $8,124,000 25,194
   BANK OF AMERICA CORP /DE/ 2701 - 2024-03-31 367,266 $7,220,000 45,454
   MORGAN STANLEY 3813 - 2024-03-31 258,496 $5,082,000 78,503
   GUGGENHEIM CAPITAL LLC 553 - 2024-03-31 254,770 $5,009,000 18,814
   LPL FINANCIAL CORP 1839 - 2024-03-31 235,391 $4,628,000 17,111
   CNH PARTNERS LLC 103 - 2024-03-31 193,336 $3,801,000 24,943
   FIRST TRUST ADVISORS LP 1686 - 2024-03-31 114,248 $2,246,000 10,730
   ROYAL BANK OF CANADA 2503 - 2024-03-31 104,971 $2,065,000 17,896
   Hennion & Walsh Asset Management Inc. 298 - 2024-03-31 83,138 $1,634,000 8,447
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1753 - 2024-03-31 81,024 $1,593,000 2,262
   Cornerstone Advisors LLC 230 - 2024-03-31 79,154 $1,556,000 61,254
   COMMONWEALTH EQUITY SERVICES LLC. 2159 - 2024-03-31 55,669 $1,094,000 15,574
   Golden Green Inc. 34 - 2023-09-30 48,872 $868,000 2,355
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1297 - 2024-03-31 43,826 $862,000 773
   JANNEY MONTGOMERY SCOTT LLC 1676 - 2024-03-31 38,359 $754,000 4,042
   Morris Retirement Advisors LLC 37 - 2024-03-31 30,925 $608,000 249
   LINCOLN NATIONAL CORP 682 - 2024-03-31 30,052 $591,000 15,884
   Platte River Wealth Advisors LLC 59 - 2024-03-31 26,792 $527,000 5,588
   Fernwood Investment Management LLC 128 - 2024-03-31 26,562 $522,000 11,310
   Private Advisor Group LLC 1742 - 2024-03-31 17,626 $347,000 227
   HB Wealth Management LLC 617 - 2024-03-31 17,242 $339,000 1,353
   ENVESTNET ASSET MANAGEMENT INC 3673 - 2024-03-31 15,846 $312,000 554
   HIGHTOWER ADVISORS, LLC 2830 - 2024-03-31 11,904 $234,000 88
   Kingsview Wealth Management LLC 908 - 2024-03-31 11,918 $234,000 192
   SeaCrest Wealth Management LLC 540 - 2024-03-31 11,422 $225,000 29
   Spire Wealth Management 936 - 2024-03-31 6,065 $119,000 1,743
   Geneos Wealth Management Inc. 849 - 2024-03-31 5,100 $100,000 2,850
   CREATIVE FINANCIAL DESIGNS INC /ADV 1008 - 2024-03-31 850 $17,000 250
   PRINCIPAL SECURITIES INC. 2264 - 2024-03-31 583 $11,000 45

  30 Records found
  1    
  Page 1 of 1
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