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 | 05/05/2026 | 776.44 K | $19.23 M | 1.21% | 2.19% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 493.00 K | $12.21 M | 6.64% | 1.39% |
| MORGAN STANLEY | 05/15/2026 | 482.30 K | $11.95 M | 0.20% | 1.36% |
| INVESCO LTD. | 05/12/2026 | 470.49 K | $11.65 M | -5.07% | 1.33% |
| LPL FINANCIAL LLC | 05/06/2026 | 372.41 K | $9.22 M | 0.86% | 1.05% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 341.09 K | $8.45 M | 8.03% | 0.96% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 325.88 K | $8.07 M | -2.82% | 0.92% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 314.86 K | $7.80 M | 10.78% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 262.79 K | $6.51 M | -4.64% | 0.74% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 224.20 K | $5.55 M | 11.54% | 0.63% |
| ROYAL BANK OF CANADA | 05/15/2026 | 181.69 K | $4.50 M | -4.30% | 0.51% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 151.81 K | $3.76 M | 6.25% | 0.43% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 127.46 K | $3.16 M | 1.90% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 116.57 K | $2.89 M | -12.84% | 0.33% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 102.60 K | $2.54 M | 0.00% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 91.12 K | $2.26 M | 3.48% | 0.26% |
| CENTRAL TRUST CO | 04/17/2026 | 85.53 K | $2.12 M | 0.00% | 0.24% |
| 04/30/2026 | 62.40 K | $1.55 M | 25.32% | 0.18% | |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 51.38 K | $1.27 M | -0.97% | 0.15% |
| WELCH & FORBES LLC | 05/01/2026 | 50.00 K | $1.24 M | 0.00% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 48.03 K | $1.19 M | -0.37% | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 38.72 K | $955.15 K | 30.31% | 0.11% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 35.77 K | $885.89 K | 12.31% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 31.78 K | $791.51 K | -24.85% | 0.09% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 30.90 K | $765.27 K | 3.44% | 0.09% |
| 04/21/2026 | 30.49 K | $755.17 K | -4.41% | 0.09% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 29.44 K | $729.34 K | -10.59% | 0.08% |
| 04/17/2026 | 28.94 K | $716.79 K | 1.37% | 0.08% | |
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMENT SERVICES | 06/08/2026 | 27.80 K | $688.61 K | 0.00% | 0.08% |
| MRA ADVISORY GROUP | 04/22/2026 | 27.62 K | $684.20 K | -0.94% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 25.10 K | $621.69 K | 26.51% | 0.07% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 24.52 K | $607.34 K | 5.12% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 23.60 K | $584.62 K | 100.00% | 0.07% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 21.74 K | $538.58 K | -19.16% | 0.06% |
| 04/24/2026 | 21.51 K | $532.84 K | 100.00% | 0.06% | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 21.37 K | $529.21 K | -3.28% | 0.06% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 21.28 K | $527.19 K | -14.30% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 21.15 K | $524.00 K | 0.64% | 0.06% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 20.47 K | $507.14 K | 100.00% | 0.06% |
| FOUNDERS FINANCIAL SECURITIES LLC | 04/17/2026 | 18.67 K | $480.06 K | -1.32% | 0.05% |
| ABBOT FINANCIAL MANAGEMENT, INC. | 05/13/2026 | 15.47 K | $383.19 K | -0.83% | 0.04% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 14.26 K | $353.09 K | 35.05% | 0.04% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 14.13 K | $349.98 K | -8.21% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 13.92 K | $344.69 K | 0.68% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 13.90 K | $344.30 K | 113.85% | 0.04% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 13.69 K | $339.07 K | 16.61% | 0.04% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 13.40 K | $331.92 K | 1.50% | 0.04% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 13.20 K | $326.84 K | -5.13% | 0.04% |
| MEZZASALMA ADVISORS, LLC | 04/17/2026 | 12.75 K | $315.82 K | 1.90% | 0.04% |
| LIDO ADVISORS, LLC | 05/13/2026 | 12.67 K | $313.76 K | 0.00% | 0.04% |
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John Hancock Tax- Advantaged Dividend Income institutional Ownership - FAQ's
During the previous two years, 138 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
CAPTRUST FINANCIAL ADVISORS: 493,002
MORGAN STANLEY: 482,300
Invesco Ltd.: 470,487
LPL Financial LLC: 372,414
RAYMOND JAMES FINANCIAL INC: 341,089
16.75% of John Hancock Tax- Advantaged Dividend Income stock is owned by institutional investors.
Institutional investors have bought a total of 8.95 M shares in the last 24 months. This purchase volume represents approximately $224.94 M in transactions.