Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
John Hancock Tax-Advantaged Dividend Income Fund (HTD)  
$19.62 0.10 (0.51%) as of 4:30 Wed 5/1


Download
     
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
$16.99  
Last Quarter's Ending Price : 
$18.97  
Last Quarter's Average Price
$17.72  
Change from last quarter's     
avg. price to the last closing  : 
1.90 (10.72%)  




 
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: 
3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   KARPUS MANAGEMENT INC 159 *New 2023-12-31 118,131 $2,241,000 118,131
   Cornerstone Advisors LLC 293 *New 2023-12-31 17,900 $340,000 17,900
   LINCOLN NATIONAL CORP 903 *New 2023-12-31 14,168 $269,000 14,168
   PFG Investments LLC 781 *New 2024-03-31 13,708 $269,000 13,708
   Logan Stone Capital LLC 130 *New 2023-12-31 13,177 $250,000 13,177
   WealthTrust Asset Management LLC 75 *New 2023-12-31 11,860 $225,000 11,860
   J P MORGAN CHASE & CO 4294 *New 2023-12-31 8,370 $159,000 8,370
   REDMONT WEALTH ADVISORS LLC 77 *New 2024-03-31 3,901 $77,000 3,901
   CREATIVE FINANCIAL DESIGNS INC /ADV 1069 *New 2023-12-31 600 $11,000 600

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results