John Hancock Tax Adv DVDHTD
13F holders, Q4 2024 (December 31)92holders +1
12new positions
13sold out
$22.02avg. 13F price*
At the end of Q4 2024, 92 institutions reported holding John Hancock Tax Adv DVD Inc. (HTD) in their 13F filings, up 1 from Q3 2024. 12 opened new positions and 13 sold out. The largest holders were UBS Group AG ($15.6M), Invesco Ltd. ($11.0M) and Captrust Financial Advisors ($10.0M).
- Company
- John Hancock Tax Adv DVD Inc.
- Filed as
- HANCOCK JOHN TAX-ADVANTAGED (Q4 2024)
- CUSIP
- 41013V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.6M |
| Exits | 13 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 675,492 shares bought and 275,799 shares sold, net +399,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| UBS Group AG | 0.00% | Add +3.4% | 707,887 | $15.6M |
| Invesco Ltd. | 0.00% | Add +6.2% | 499,820 | $11.0M |
| Captrust Financial Advisors | 0.03% | Add +152.2% | 454,419 | $10.0M |
| Guggenheim Capital LLC | 0.07% | Add +8.8% | 375,937 | $8.3M |
| Morgan Stanley | 0.00% | Add +7.1% | 372,633 | $8.2M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 345,101 | $7.6M |
| Raymond James Financial Inc. | 0.00% | — | 298,559 | $6.6M |
| LPL Financial LLC | 0.00% | Add +9.6% | 266,531 | $5.9M |
| Karpus Management, Inc. | 0.16% | Add +4.4% | 244,163 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +18.9% | 235,814 | $5.2M |
| AQR Arbitrage LLC | 0.19% | Reduce -23.2% | 208,539 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 164,926 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 153,037 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +35.5% | 150,724 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 123,984 | $2.7M |
| First Trust Advisors LP | 0.00% | Add +1.5% | 121,088 | $2.7M |
| Live Oak Private Wealth LLC | 0.38% | No change | 102,602 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Reduce -2.0% | 89,757 | $2.0M |
| Cohen & Steers, Inc. | 0.00% | No change | 72,835 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 56,617 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +48.4% | 53,438 | $1.2M |
| Samalin Investment Counsel, LLC | 0.49% | Reduce -1.5% | 51,596 | $1.1M |
| Welch & Forbes LLC | 0.01% | No change | 50,000 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -15.6% | 44,119 | $972K |
| Polar Asset Management Partners Inc. | 0.02% | New | 42,152 | $928K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 40,638 | $895K |
| 1607 Capital Partners, LLC | 0.07% | No change | 39,929 | $879K |
| MRA Advisory Group | 0.34% | Reduce -1.9% | 29,190 | $643K |
| Walleye Capital LLC | 0.01% | Reduce -20.4% | 28,906 | $637K |
| First National Bank of Mount Dora, Trust Investment Services | 0.14% | No change | 27,800 | $612K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 25,376 | $559K |
| Fernwood Investment Management, LLC | 0.19% | Reduce -18.5% | 25,215 | $555K |
| Mutual Advisors, LLC | 0.02% | Add +0.4% | 23,816 | $534K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 22,075 | $486K |
| Founders Financial Securities LLC | 0.04% | Reduce -33.0% | 21,215 | $467K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.0% | 19,552 | $431K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.3% | 17,816 | $392K |
| Spire Wealth Management | 0.01% | Add +239.6% | 17,474 | $385K |
| Ameriprise Financial Inc. | 0.00% | Add +67.7% | 17,318 | $381K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.6% | 16,530 | $364K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 16,069 | $354K |
| Abbot Financial Management, Inc. | 0.17% | No change | 15,600 | $344K |
| Shaker Financial Services, LLC | 0.12% | New | 14,000 | $308K |
| Cornerstone Advisors, LLC | 0.01% | New | 13,790 | $304K |
| Lido Advisors, LLC | 0.00% | New | 12,667 | $279K |
| Capital CS Group, LLC | 0.37% | No change | 12,459 | $274K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.4% | 12,457 | $274K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.8% | 12,385 | $273K |
| Mezzasalma Advisors, LLC | 0.09% | New | 12,301 | $271K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 12,047 | $265K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.2% | 11,504 | $253K |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 11,495 | $253K |
| Readystate Asset Management LP | 0.02% | New | 11,162 | $246K |
| Conning Inc. | 0.01% | Reduce -0.9% | 11,150 | $246K |
| Argentarii, LLC | 0.12% | — | 10,823 | $238K |
| US Bancorp \de | 0.00% | No change | 10,701 | $236K |
| Powell Investment Advisors, LLC | 0.10% | No change | 10,100 | $222K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 9,992 | $220K |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 9,990 | $220K |
| SMH Capital Advisors Inc. | 0.49% | Reduce -0.3% | 9,186 | $202K |
| Advisory Services Network, LLC | 0.00% | New | 9,164 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,077 | $178K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +32.4% | 7,757 | $171K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +34.1% | 7,375 | $162K |
| Global Retirement Partners, LLC | 0.00% | Reduce -28.4% | 6,483 | $143K |
| Geneos Wealth Management Inc. | 0.00% | No change | 5,850 | $129K |
| Venturi Wealth Management, LLC | 0.01% | No change | 5,328 | $117K |
| Comerica Bank | 0.00% | No change | 4,300 | $95K |
| Beacon Capital Management, LLC | 0.01% | No change | 2,877 | $63K |
| Allworth Financial LP | 0.00% | Add +184.8% | 2,250 | $51K |
| Elequin Capital, LP | 0.01% | New | 2,089 | $46K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $44K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,917 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,500 | $33K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,500 | $33K |
| JPMorgan Chase & Co. | 0.00% | Add +25.1% | 1,401 | $31K |
| Kennebec Savings Bank | 0.03% | No change | 1,300 | $28K |
| Cwm, LLC | 0.00% | Add +138.0% | 1,190 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $13K |
| ORG Partners LLC | 0.00% | New | 552 | $12K |
| Ameriflex Group, Inc. | 0.01% | — | 500 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 500 | $11K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 475 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 471 | $10K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 386 | $9K |
| Parallel Advisors, LLC | 0.00% | New | 344 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -66.9% | 58 | $1K |
| WPG Advisers, LLC | 0.00% | — | 6 | $132 |
| Lanark Financial, Inc. | 0.01% | — | 4 | $88 |
| FMR LLC | 0.00% | New | 1 | $22 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 20 | $4 |
"% of holder's portfolio" is HTD's weight in each manager's 13F, not the share of John Hancock Tax Adv DVD Inc. the manager owns.