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The company

John Hancock Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest

HTD · NYSE

FinancialsFunds, Shells & SPACs

HTD stood above a rising 150-day average in 34 of the last 52 weekly readings, and has been out of that trend for the last 9 weeks. It is 9.4% below that average now. Financials: 46% of its 741 stocks in an uptrend (−11 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 9
Insider buys, 12 months
$44K
Insider sales, 12 months
$0
Officials’ trades on record
1
Institutions holding
93 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 34 of 52 weeks.

17 Apr – 16 Oct
45%53%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$23KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Gary C. Peters House: U.S. House ClerkMI14bought$1k–$15k2 Dec 2014filed 18 Dec 2014

Insiders

Buy orders, 12 months2
Sale orders, 12 months0
Buyers · sellers2 · 0
WhoDidSharesTraded
Christine HurtsellersDirectorbought465at $25.666 May 2026filed 7 May 2026
Christine HurtsellersDirectorbought2at $25.676 May 2026filed 7 May 2026
Christine HurtsellersDirectorbought0.651at $25.746 May 2026filed 7 May 2026
Kenneth J. PhelanDirectorbought415.151at $24.0926 Jan 2026filed 27 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders93+4 on the quarter
New · exited14 · 11
Reported value$152.6M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
UBS Group AGadded · filed 13 Aug 2026819,905$20.9M+43,463+5.6%
CAPTRUST FINANCIAL ADVISORSadded · filed 13 Aug 2026545,914$13.9M+52,912+10.7%
MORGAN STANLEYreduced · filed 13 Aug 2026477,050$12.2M-5,250−1.1%
LPL Financial LLCadded · filed 7 Aug 2026374,648$9.5M+2,234+0.6%
Invesco Ltd.reduced · filed 14 Aug 2026369,672$9.4M-100,815−21.4%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 2026357,831$9.1M+16,742+4.9%
GUGGENHEIM CAPITAL LLCreduced · filed 12 Aug 2026322,627$8.2M-3,252−1.0%
WELLS FARGO & COMPANYreduced · filed 14 Aug 2026314,635$8.0M-229−0.1%
BANK OF AMERICA CORPadded · filed 14 Aug 2026273,076$7.0M+10,283+3.9%
Cetera Investment Advisersadded · filed 12 Aug 2026233,071$5.9M+8,876+4.0%
31 Mar 2023 – 30 Jun 2026
728292Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Christine Hurtsellers Company insiderDirector · last 6 May 20261 · 0
Kenneth J. Phelan Company insiderDirector · last 26 Jan 20261 · 0
Thomas Rowe Wright Company insiderDirector · last 8 Apr 20251 · 0
William K. Bacic Company insiderOther · last 14 Jan 20251 · 0
Noni L. Ellison Company insiderOther · last 23 Dec 20242 · 0
Dean Garfield Company insiderDirector · last 2 Jan 20241 · 0
Steven R. Pruchansky Company insiderOther · last 8 Aug 20225 · 3
Frances G. Rathke Company insiderOther · last 17 Nov 20201 · 0
Hassell H. McClellan Company insiderOther · last 30 Sep 20161 · 1
James Boyle Company insiderOther · last 4 Jan 20161 · 0
Gary C. Peters HouseMI14 · last 2 Dec 20141 · 0
Deborah C. Jackson Company insiderOther · last 25 Nov 20133 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.