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 | 01/29/2026 | 767.16 K | $18.15 M | 2.61% | 2.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/05/2026 | 534.76 K | $25.59 M | 35,150.96% | 1.51% |
| INVESCO LTD. | 02/19/2026 | 495.64 K | $11.73 M | -5.38% | 1.40% |
| MORGAN STANLEY | 02/13/2026 | 481.36 K | $11.39 M | 15.90% | 1.36% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 462.31 K | $10.94 M | -4.00% | 1.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 369.26 K | $8.74 M | 27.55% | 1.04% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 335.35 K | $7.93 M | -9.99% | 0.95% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 315.73 K | $7.47 M | 3.73% | 0.89% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 284.22 K | $6.72 M | 1.34% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 275.58 K | $6.52 M | -1.49% | 0.78% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 200.99 K | $4.76 M | 11.92% | 0.57% |
| ROYAL BANK OF CANADA | 02/17/2026 | 189.87 K | $4.49 M | 0.98% | 0.54% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 142.88 K | $3.38 M | 4.25% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 133.75 K | $3.16 M | -33.38% | 0.38% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 125.08 K | $2.96 M | -1.54% | 0.35% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 103.02 K | $2.44 M | 469.32% | 0.29% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 102.60 K | $2.43 M | 0.00% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 88.05 K | $2.08 M | -3.96% | 0.25% |
| CENTRAL TRUST CO | 02/02/2026 | 85.53 K | $2.02 M | -1.47% | 0.24% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 51.88 K | $1.23 M | 6.88% | 0.15% |
| WELCH & FORBES LLC | 02/10/2026 | 50.00 K | $1.18 M | 0.00% | 0.14% |
| 02/03/2026 | 49.79 K | $1.18 M | 100.00% | 0.14% | |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 48.21 K | $1.14 M | -1.84% | 0.14% |
| PRESPER FINANCIAL ARCHITECTS, LLC | 02/05/2026 | 42.58 K | $1.01 M | 57.56% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 42.28 K | $998.29 K | -0.28% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 32.93 K | $779.14 K | 8.41% | 0.09% |
| 02/25/2026 | 31.89 K | $754.60 K | 100.00% | 0.09% | |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 31.85 K | $753.48 K | 2.56% | 0.09% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 29.87 K | $706.70 K | -3.29% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 29.72 K | $703.08 K | 51.09% | 0.08% |
| 01/28/2026 | 28.55 K | $675.45 K | 0.00% | 0.08% | |
| MRA ADVISORY GROUP | 01/16/2026 | 27.88 K | $659.73 K | -0.93% | 0.08% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 26.90 K | $636.33 K | 100.00% | 0.08% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 24.83 K | $587.58 K | 1.71% | 0.07% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 23.33 K | $551.88 K | 7.57% | 0.07% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 22.09 K | $522.65 K | 0.00% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 21.02 K | $497.00 K | -5.40% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 19.84 K | $469.37 K | 2.26% | 0.06% |
| FOUNDERS FINANCIAL SECURITIES LLC | 02/10/2026 | 18.92 K | $447.53 K | 0.00% | 0.05% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 02/13/2026 | 15.60 K | $369.10 K | 0.00% | 0.04% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 15.39 K | $364.18 K | -45.57% | 0.04% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 13.91 K | $329.06 K | -2.51% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 13.82 K | $327.00 K | 0.92% | 0.04% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 02/09/2026 | 13.20 K | $312.36 K | 1.53% | 0.04% |
| LIDO ADVISORS, LLC | 02/10/2026 | 12.67 K | $299.70 K | 0.00% | 0.04% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 12.51 K | $297.92 K | 1.94% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 11.75 K | $278.01 K | -27.19% | 0.03% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 11.74 K | $277.75 K | 100.00% | 0.03% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 11.70 K | $276.82 K | 0.00% | 0.03% |
| 01/26/2026 | 11.31 K | $267.61 K | 0.00% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
John Hancock Tax- Advantaged Dividend Income institutional Ownership - FAQ's
During the previous two years, 143 institutional investors and hedge funds held shares of John Hancock Tax- Advantaged Dividend Income. The most heavily invested institutionals were:
UBS Group AG: 776,442
Live Oak Private Wealth LLC: 102,602
Janney Montgomery Scott LLC: 91,117
CENTRAL TRUST Co: 85,526
Sanctuary Advisors, LLC: 51,378
WELCH & FORBES LLC: 50,000
18.27% of John Hancock Tax- Advantaged Dividend Income stock is owned by institutional investors.
Institutional investors have bought a total of 9.56 M shares in the last 24 months. This purchase volume represents approximately $240.23 M in transactions.