HTD
John Hancock Tax-Advantaged Dividend Income Fund• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Commonwealth Equity Services, Llc | $198.5M | 2.86M | 0.17% | +2.0% |
Grimes & Co Wealth Management, Llc | $122.5M | 1.39M | 2.74% | -13.4% |
Simplicity Wealth,Llc | $75.4M | 1.25M | 0.89% | +77.4% |
Financial Management Professionals, Inc. | $58.4M | 817.1K | 5.51% | +1.1% |
Garrett Wealth Advisory Group, Llc | $41M | 574.0K | 6.23% | +0.3% |
Kestra Advisory Services, Llc | $40.2M | 511.3K | 0.08% | Exited |
Evensky & Katz Llc | $34.4M | 775.2K | 1.70% | Unchanged |
Amplius Wealth Advisors, Llc | $33.8M | 470.5K | 2.25% | -33.1% |
Nvest Wealth Strategies, Inc. | $25M | 350.3K | 18.12% | -17.3% |
Dynamic Advisor Solutions Llc | $25M | 349.3K | 0.71% | +1.4% |
Mcf Advisors Llc | $20.4M | 339.6K | 0.50% | Exited |
Kpp Advisory Services Llc | $19.7M | 275.7K | 3.32% | +2.2% |
Cambridge Investment Research Advisors, Inc. | $18.7M | 312.2K | 0.03% | New Position |
Sims Investment Management, Llc | $17.7M | 390.0K | 5.53% | Exited |
Magnus Financial Group Llc | $17.1M | 371.4K | 1.00% | +0.9% |
Corecap Advisors, Llc | $17M | 282.2K | 0.20% | +19.0% |
Ern Financial, Llc | $16.9M | 200.9K | 2.05% | +4.2% |
Choice Wealth Advisors Llc | $14.5M | 202.6K | 5.01% | +0.6% |
Cooper Financial Group | $13.8M | 171.9K | 0.98% | -1.4% |
Baker Ellis Asset Management Llc | $13.1M | 183.9K | 1.43% | -3.0% |
Enzi Wealth | $13.1M | 182.0K | 3.87% | -0.2% |
Dwm Financial Group, Inc. | $12.8M | 179.1K | 10.03% | -12.5% |
Spectrum Wealth Advisory Group, Llc | $12.7M | 285.7K | 3.58% | Exited |
Kestra Private Wealth Services, Llc | $10.9M | 155.5K | 0.11% | Unchanged |
Wealthcare Advisory Partners Llc | $10.9M | 121.8K | 0.18% | New Position |
Newman Dignan & Sheerar, Inc. | $10.8M | 163.0K | 1.76% | -2.0% |
International Assets Investment Management, Llc | $7.7M | 1.32M | 0.12% | Exited |
Chilton Capital Management Llc | $7.3M | 100.5K | 0.20% | -29.0% |
Parsons Capital Management Inc/Ri | $6.8M | 87.8K | 0.17% | +2.4% |
Fragasso Financial Advisors Inc | $6.5M | 88.8K | 0.33% | -1.3% |
Hixon Zuercher, Llc | $6.4M | 89.6K | 1.85% | -41.4% |
Iams Wealth Management, Llc | $6.4M | 117.4K | 0.89% | -1.0% |
Schneider Downs Wealth Management Advisors, Lp | $6M | 67.5K | 0.56% | +4.5% |
D.A. Davidson & Co. | $6M | 118.0K | 0.02% | -1.4% |
Patriot Financial Group Insurance Agency, Llc | $5.9M | 82.9K | 0.57% | -0.4% |
Fma Wealth Management, Llc | $5.8M | 81.5K | 3.68% | +0.1% |
Farther Finance Advisors, Llc | $5.6M | 84.0K | 0.03% | Unchanged |
Capital Investment Advisory Services, Llc | $5.6M | 62.8K | 0.35% | -96.2% |
Capital Advisors, Ltd. Llc | $5.3M | 79.1K | 0.42% | +0.2% |
Wetzel Investment Advisors, Inc. | $5.2M | 72.9K | 1.80% | +6.3% |
Advisortrust Partners, Llc | $4.8M | 67.4K | 1.51% | Unchanged |
Concurrent Investment Advisors, Llc | $4.8M | 104.2K | 0.02% | +6.4% |
Chicago Partners Investment Group Llc | $4.7M | 65.1K | 0.09% | -0.1% |
Frederick Financial Consultants, Llc | $4.7M | 65.2K | 1.93% | +2.9% |
B. Riley Wealth Advisors, Inc. | $4.2M | 97.2K | 0.15% | +2.1% |
Truist Financial Corp | $4.2M | 58.2K | 0.00% | +2.2% |
Sanchez Wealth Management Group | $3.9M | 47.1K | 8.80% | -92.3% |
Dorval Corp | $3.9M | 54.2K | 1.11% | +7.0% |
Sigfig Wealth Management, Llc | $3.3M | 52.3K | 0.04% | -0.1% |
Davenport & Co Llc | $3.2M | 44.3K | 0.02% | +0.8% |