HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

Overview Fund Activity

92 hedge funds and large institutions have $111M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
31
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBCM
1
Heron Bay Capital Management
Michigan
$846K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.29M
3
Bank of America
3
Bank of America
North Carolina
$5.11M
4
UBS Group
4
UBS Group
Switzerland
$19.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.19M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.02M
2
KIM
2
Karpus Investment Management
New York
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.6M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$226K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$223K +$223K +9,741 New
Comerica Bank
53
Comerica Bank
Texas
$215K +$215K +8,950 New
AWM
54
AE Wealth Management
Kansas
$215K -$22.4K -982 -9%
IP
55
Ignite Planners
California
$206K +$206K +8,540 New
SCA
56
Snowden Capital Advisors
New York
$203K +$203K +8,898 New
LC
57
Lindbrook Capital
California
$142K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$142K – – –
ASN
59
Advisory Services Network
Georgia
$140K +$140K +6,125 New
CAL
60
Capital Advisors Ltd
Ohio
$128K – – –
BWP
61
Baldwin Wealth Partners
Massachusetts
$128K – – –
GWM
62
Geneos Wealth Management
Colorado
$103K – – –
US Bancorp
63
US Bancorp
Minnesota
$99.4K +$97.2K +4,250 +4,381%
TWA
64
TCI Wealth Advisors
Arizona
$92.8K – – –
PTC
65
Private Trust Company
Ohio
$87K – – –
BCMLT
66
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.3K – – –
RFA
67
Register Financial Advisors
Georgia
$47.5K +$47.5K +2,079 New
NA
68
NewEdge Advisors
Louisiana
$44K +$44K +3,164 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
CFB
70
Cullen/Frost Bankers
Texas
$37.2K -$1.37K -60 -4%
SWM
71
Spire Wealth Management
Virginia
$36K +$520 +23 +1%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$35K – – –
AF
73
Allworth Financial
California
$31K – – –
MCC
74
Money Concepts Capital
Florida
$24.4K +$23.3K +1,021 +2,269%
AWM
75
Accurate Wealth Management
Florida
$24.2K +$24.2K +1,004 New
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