JOHN HANCOCK TAX ADV DVD INC (HTD) Institutional Ownership Changes & 13F Activity
JOHN HANCOCK TAX ADV DVD INC (HTD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Captrust Financial Advisors, Guggenheim Capital Llc, Raymond James Financial Inc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bayban | Buy | +948 | — | 948 | $22.43K | Q4 2025 | Mar 05, 2026 |
| Diesslin Group, Inc. | Buy | +31,893 | — | 31,893 | $754.60K | Q4 2025 | Feb 25, 2026 |
| Raymond James Financial Inc | Buy | +315,729 | — | 315,729 | $7.47M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +5,249 | — | 5,249 | $124.20K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +2,342 | — | 2,342 | $55.41K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +500 | — | 500 | $11.83K | Q4 2025 | Feb 18, 2026 |
| Captrust Financial Advisors | Buy | +462,313 | — | 462,313 | $10.94M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +335,350 | — | 335,350 | $7.93M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +275,581 | — | 275,581 | $6.52M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +200,994 | — | 200,994 | $4.76M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +189,865 | — | 189,865 | $4.49M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +133,746 | — | 133,746 | $3.16M | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +29,716 | — | 29,716 | $703.08K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +23,325 | — | 23,325 | $551.88K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +13,821 | — | 13,821 | $327.00K | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, Llc | Buy | +9,881 | — | 9,881 | $233.78K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +9,164 | — | 9,164 | $216.82K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2,478 | — | 2,478 | $58.63K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +5 | — | 5 | $118.00 | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +481,356 | — | 481,356 | $11.39M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +284,215 | — | 284,215 | $6.72M | Q4 2025 | Feb 13, 2026 |
| First Trust Advisors Lp | Buy | +142,878 | — | 142,878 | $3.38M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +125,084 | — | 125,084 | $2.96M | Q4 2025 | Feb 13, 2026 |
| Abbot Financial Management, Inc. | Buy | +15,600 | — | 15,600 | $369.10K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +11,739 | — | 11,739 | $277.75K | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +9,241 | — | 9,241 | $218.64K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +7,758 | — | 7,758 | $183.55K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +2,293 | — | 2,293 | $54.25K | Q4 2025 | Feb 13, 2026 |
| Resources Management Corp | Buy | +1,250 | — | 1,250 | $30.00K | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | Buy | +150 | — | 150 | $3.55K | Q4 2025 | Feb 13, 2026 |
Frequently asked questions about HTD activity
Which institutional owners are buying HTD?
Institutional owners buying HTD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HTD activity?
"Buy" means an investor increased their reported position in HTD compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK TAX ADV DVD INC (HTD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HTD increasing?
Institutional interest in HTD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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