John Hancock Tax- Advantaged Dividend Income Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 819.91 K | $20.90 M | 5.60% | 2.31% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 545.91 K | $13.92 M | 10.73% | 1.54% |
| MORGAN STANLEY | 08/13/2026 | 477.05 K | $12.16 M | -1.09% | 1.35% |
| LPL FINANCIAL LLC | 08/07/2026 | 374.65 K | $9.55 M | 0.60% | 1.06% |
| INVESCO LTD. | 08/14/2026 | 369.67 K | $9.42 M | -21.43% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 357.83 K | $9.12 M | 4.91% | 1.01% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 322.63 K | $8.22 M | -1.00% | 0.91% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 314.64 K | $8.02 M | -0.07% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 273.08 K | $6.96 M | 3.91% | 0.77% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 233.07 K | $5.94 M | 3.96% | 0.66% |
| ROYAL BANK OF CANADA | 08/14/2026 | 158.72 K | $4.05 M | -12.64% | 0.45% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 156.60 K | $3.99 M | 3.15% | 0.44% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 152.79 K | $3.89 M | 31.07% | 0.43% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 128.74 K | $3.28 M | 1.00% | 0.36% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 102.60 K | $2.62 M | 0.00% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 88.67 K | $2.26 M | -2.68% | 0.25% |
| CENTRAL TRUST CO | 07/31/2026 | 82.51 K | $2.10 M | -3.53% | 0.23% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 59.38 K | $1.51 M | -4.85% | 0.17% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 54.15 K | $1.38 M | 5.39% | 0.15% |
| WELCH & FORBES LLC | 07/30/2026 | 50.00 K | $1.27 M | 0.00% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 46.52 K | $1.19 M | -3.15% | 0.13% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 44.00 K | $1.12 M | 211.39% | 0.12% |
| &PARTNERS | 08/14/2026 | 40.79 K | $1.04 M | 5.34% | 0.12% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 36.54 K | $931.30 K | 78.45% | 0.10% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 35.69 K | $909.63 K | -0.22% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 35.44 K | $903.45 K | 41.22% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 32.43 K | $839.00 K | 2.06% | 0.09% |
| WORLD INVESTMENT ADVISORS | 08/14/2026 | 30.90 K | $765.27 K | 0.00% | 0.09% |
| DIESSLIN GROUP, INC. | 07/02/2026 | 30.55 K | $778.81 K | 0.22% | 0.09% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 29.21 K | $744.44 K | 0.92% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 28.72 K | $732.15 K | -2.45% | 0.08% |
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMENT SERVICES | 07/08/2026 | 27.80 K | $708.62 K | 0.00% | 0.08% |
| MRA ADVISORY GROUP | 07/08/2026 | 27.58 K | $702.98 K | -0.16% | 0.08% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 26.31 K | $670.65 K | 7.30% | 0.07% |
| CERITY PARTNERS LLC | 08/14/2026 | 24.93 K | $635.40 K | 100.00% | 0.07% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 22.27 K | $567.55 K | 60.01% | 0.06% |
| INVESTMENT MANAGEMENT TRUST, LLC | 08/11/2026 | 21.91 K | $558.52 K | 1.86% | 0.06% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 21.54 K | $549.09 K | -0.93% | 0.06% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 21.53 K | $548.89 K | 1.17% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 21.23 K | $541.00 K | 0.35% | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 19.57 K | $498.71 K | -8.43% | 0.06% |
| FOUNDERS FINANCIAL SECURITIES LLC | 07/31/2026 | 18.67 K | $475.77 K | 0.00% | 0.05% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 15.52 K | $395.50 K | 100.00% | 0.04% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 08/06/2026 | 15.47 K | $394.33 K | 0.00% | 0.04% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 15.20 K | $387.32 K | 11.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 14.40 K | $367.06 K | 3.60% | 0.04% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 14.33 K | $365.34 K | 0.55% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 13.22 K | $337.09 K | 36.60% | 0.04% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 13.20 K | $336.34 K | 0.00% | 0.04% |
| MEZZASALMA ADVISORS, LLC | 08/10/2026 | 12.99 K | $331.04 K | 1.86% | 0.04% |
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John Hancock Tax- Advantaged Dividend Income institutional Ownership - FAQ's
During the previous two years, 136 institutional investors and hedge funds held shares of John Hancock Tax- Advantaged Dividend Income. The most heavily invested institutionals were:
Live Oak Private Wealth LLC: 102,602
Indivisible Partners: 57,137
WELCH & FORBES LLC: 50,000
Samalin Investment Counsel, LLC: 47,337
Spire Wealth Management: 35,734
COMMONWEALTH EQUITY SERVICES, LLC: 29,288
17.25% of John Hancock Tax- Advantaged Dividend Income stock is owned by institutional investors.
Institutional investors have bought a total of 9.02 M shares in the last 24 months. This purchase volume represents approximately $226.69 M in transactions.