HTD

John Hancock Tax Adv Dvd INC

+$5.8M

Net Activity

Institutions Holding

91

Popularity Rank

#4647

Avg Weight

0.06%

Total Value

$146.3M

Ownership Trend

91 institutions currently hold HTD, with 40 net buyers and 41 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

41

Net Buying Institutions

40

Key Holders

Key Holders

Top 5 by Value

UG
UBS Group AG
$19.2M
CF
Captrust Financial Advisors
$12.2M
MS
Morgan Stanley
$11.9M
IL
Invesco Ltd.
$11.7M
LF
LPL Financial LLC
$9.2M

Top 5 by Conviction

PF
PMG Family Office LLC
0.80%
IM
Investment Management Trust, LLC
0.52%
SI
Samalin Investment Counsel, LLC
0.42%
LO
Live Oak Private Wealth LLC
0.35%
DG
Diesslin Group, Inc.
0.34%
View all 91 holding institutions

Quarterly Activity

Recent Activity

+$102.4M

Total Buy Value

$49.0M

Total Sell Value

New buy10
Trim30
Add30
Sold out11

40

Net Buyers

41

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JOHN HANCOCK TAX ADV DVD INC (HTD)?
Major stakeholders currently include UBS Group AG ($19.2M), Captrust Financial Advisors ($12.2M), Morgan Stanley ($11.9M). Based on the latest 13F filings, there are a total of 91 tracked investment funds and institutions maintaining positions in HTD.
What is the overall institutional sentiment toward HTD recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.8M, driven by 40 managers accumulating shares while 41 reduced their exposure.
Which institutions have been selling or reducing their HTD positions?
In the latest period, 30 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $49.0M.
Are there any notable investors adding HTD to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $102.4M.

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