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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
BaybanBuy+948—948$22.43KQ4 2025Mar 05, 2026
Diesslin Group, Inc.Buy+31,893—31,893$754.60KQ4 2025Feb 25, 2026
Raymond James Financial IncBuy+315,729—315,729$7.47MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+5,249—5,249$124.20KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+2,342—2,342$55.41KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+500—500$11.83KQ4 2025Feb 18, 2026
Captrust Financial AdvisorsBuy+462,313—462,313$10.94MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+335,350—335,350$7.93MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+275,581—275,581$6.52MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+200,994—200,994$4.76MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+189,865—189,865$4.49MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+133,746—133,746$3.16MQ4 2025Feb 17, 2026
&PartnersBuy+29,716—29,716$703.08KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+23,325—23,325$551.88KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+13,821—13,821$327.00KQ4 2025Feb 17, 2026
Logan Stone Capital, LlcBuy+9,881—9,881$233.78KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+9,164—9,164$216.82KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+2,478—2,478$58.63KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+5—5$118.00Q4 2025Feb 17, 2026
Morgan StanleyBuy+481,356—481,356$11.39MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+284,215—284,215$6.72MQ4 2025Feb 13, 2026
First Trust Advisors LpBuy+142,878—142,878$3.38MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+125,084—125,084$2.96MQ4 2025Feb 13, 2026
Abbot Financial Management, Inc.Buy+15,600—15,600$369.10KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+11,739—11,739$277.75KQ4 2025Feb 13, 2026
Ausdal Financial Partners, Inc.Buy+9,241—9,241$218.64KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+7,758—7,758$183.55KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+2,293—2,293$54.25KQ4 2025Feb 13, 2026
Resources Management CorpBuy+1,250—1,250$30.00KQ4 2025Feb 13, 2026
Karpus Management, Inc.Buy+150—150$3.55KQ4 2025Feb 13, 2026
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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.