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Get Institutions for : 
John Hancock Tax-Advantaged Dividend Income Fund (HTD)  
$19.62 0.10 (0.51%) as of 4:30 Wed 5/1


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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
$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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   UBS Group AG 1330 - 2023-12-31 650,484 $12,340,000 -37,110
   BANK OF AMERICA CORP /DE/ 2750 - 2023-12-31 321,812 $6,105,000 -32,194
   FINANCIAL NETWORK 718 - 2023-12-31 190,662 $3,617,000 -4,837
   Advisor Group Holdings Inc. 1483 - 2023-12-31 173,121 $3,284,000 -28,631
   WELLS FARGO & CO/MN 2220 - 2023-12-31 160,331 $3,041,000 -19,700
   FIRST TRUST ADVISORS LP 1730 - 2023-12-31 103,518 $1,964,000 -4,487
   GUARANTY TRUST CO OF MISSOURI /MO/ 231 - 2024-03-31 98,722 $1,941,000 -10,615
   ROYAL BANK OF CANADA 2693 - 2023-12-31 87,075 $1,652,000 -5,531
   FOUNDERS FINANCIAL SECURITIES LLC 120 - 2024-03-31 79,975 $1,572,000 -15,095
   Samalin Investment Counsel LLC 38 - 2023-12-31 63,451 $1,204,000 -19,181
   Mutual Advisors LLC 571 - 2023-12-31 35,056 $665,000 -5,262
   JANNEY MONTGOMERY SCOTT LLC 1694 - 2023-12-31 34,317 $651,000 -34,457
   FIXED INCOME SECURITIES INC 880 - 2023-12-31 28,000 $531,000 -717
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2341 - 2024-03-31 23,139 $455,000 -1,426
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 454 - 2024-03-31 21,775 $428,000 -1,213
   ENVESTNET ASSET MANAGEMENT INC 3616 - 2023-12-31 15,292 $290,000 -48
   Goss Wealth Management LLC 1552 - 2023-12-31 15,052 $283,000 -3,118
   Ahrens Investment Partners LLC 128 - 2023-03-31 10,741 $229,000 -1,794
   HIGHTOWER ADVISORS, LLC 2871 - 2023-12-31 11,816 $223,000 -81
   Kingsview Wealth Management LLC 865 - 2023-12-31 11,726 $222,000 -2,943
   Powell Investment Advisors LLC 117 - 2024-03-31 10,100 $199,000 -4
   AMERIPRISE FINANCIAL INC 3647 - 2023-12-31 10,504 $199,000 -21,904
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 463 - 2023-12-31 10,192 $193,000 -2,564
   Steward Partners Investment Advisory LLC 1422 - 2023-12-31 9,340 $177,000 -4,638
   ADVISORY SERVICES NETWORK, LLC 1697 - 2023-12-31 4,716 $89,000 -5,951
   COMERICA BANK 2598 - 2023-12-31 3,800 $72,000 -14,394
   BALDWIN BROTHERS INC/MA 321 - 2024-03-31 3,467 $68,000 -2,125
   Beacon Capital Management LLC 219 - 2023-12-31 2,877 $51,000 -23
   Geneos Wealth Management Inc. - 2023-12-31 2,250 $43,000 -2,250
   Global Retirement Partners LLC 1690 - 2024-03-31 1,318 $26,000 -659
   CWM LLC 3338 - 2024-03-31 500 $10,000 -140

  31 Records found
  1    
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