HANCOCK JOHN TAX-ADVANTAGED HTD
COM · Closed-End Fund · CUSIP 41013V100
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.49.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 83 |
| Q4 2022 | 92 |
| Q1 2023 | 81 |
| Q2 2023 | 83 |
| Q3 2023 | 83 |
| Q4 2023 | 88 |
| Q1 2024 | 85 |
| Q2 2024 | 90 |
| Q3 2024 | 93 |
| Q4 2024 | 94 |
| Q1 2025 | 84 |
| Q2 2025 | 97 |
| Q3 2025 | 97 |
| Q4 2025 | 94 |
| Q1 2026 | 93 |
| Q2 2026 | 94 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 39 | 38 |
| Q4 2024 | 42 | 32 |
| Q1 2025 | 34 | 40 |
| Q2 2025 | 33 | 30 |
| Q3 2025 | 41 | 34 |
| Q4 2025 | 38 | 43 |
| Q1 2026 | 38 | 40 |
| Q2 2026 | 46 | 23 |
Biggest buyers
| CAPTRUST FINANCIAL ADVISORS | Added | +52.9k |
| UBS Group AG | Added | +43.5k |
| OSAIC HOLDINGS, INC. | Added | +36.2k |
| Hennion & Walsh Asset Management, Inc. | Added | +29.9k |
| Cerity Partners LLC | New | +24.9k |
| Cambridge Investment Research Advisors, Inc. | Added | +21.3k |
| RAYMOND JAMES FINANCIAL INC | Added | +16.7k |
| Advisors Asset Management, Inc. | Added | +16.1k |
| Beacon Pointe Advisors, LLC | New | +15.5k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +10.3k |
Biggest sellers
| Invesco Ltd. | Reduced | -100.8k |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -23.6k |
| ROYAL BANK OF CANADA | Reduced | -23.0k |
| Kingsview Wealth Management, LLC | Sold out | -13.4k |
| Argentarii, LLC | Sold out | -10.8k |
| MORGAN STANLEY | Reduced | -5.2k |
| GUGGENHEIM CAPITAL LLC | Reduced | -3.3k |
| Indivisible Partners | Reduced | -3.0k |
| CENTRAL TRUST Co | Reduced | -3.0k |
| Janney Montgomery Scott LLC | Reduced | -2.4k |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $11.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $10.0k | 0 | — | — |
| Q2 2026 | 1 | $12.0k | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-06 | Hurtsellers Christine Director | Bought | $12.0k468 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| UBS Group AG 0.00% of their portfolio | 819.9k $20.9m | Added +43.5k |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 545.9k $13.9m | Added +52.9k |
| MORGAN STANLEY 0.00% of their portfolio | 477.1k $12.2m | Reduced -5.2k |
| LPL Financial LLC 0.00% of their portfolio | 374.6k $9.5m | Added +2.2k |
| Invesco Ltd. 0.00% of their portfolio | 369.7k $9.4m | Reduced -100.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 357.8k $9.1m | Added +16.7k |
| GUGGENHEIM CAPITAL LLC 0.05% of their portfolio | 322.6k $8.2m | Reduced -3.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 314.6k $8.0m | Reduced -229 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 273.1k $7.0m | Added +10.3k |
| Cetera Investment Advisers 0.01% of their portfolio | 233.1k $5.9m | Added +8.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 158.7k $4.0m | Reduced -23.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 156.6k $4.0m | Added +4.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 152.8k $3.9m | Added +36.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 128.7k $3.3m | Added +1.3k |
| Live Oak Private Wealth LLC 0.33% of their portfolio | 102.6k $2.6m | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 88.7k $2.3m | Reduced -2.4k |
| CENTRAL TRUST Co 0.04% of their portfolio | 82.5k $2.1m | Reduced -3.0k |
| Indivisible Partners 0.09% of their portfolio | 59.4k $1.5m | Reduced -3.0k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 54.1k $1.4m | Added +2.8k |
| Welch & Forbes LLC 0.02% of their portfolio | 50.0k $1.3m | Unchanged |
| Samalin Investment Counsel, LLC 0.38% of their portfolio | 46.5k $1.2m | Reduced -1.5k |
| Hennion & Walsh Asset Management, Inc. 0.03% of their portfolio | 44.0k $1.1m | Added +29.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 42.5k $1.1m | Added +21.3k |
| &PARTNERS 0.00% of their portfolio | 40.8k $1.0m | Added +2.1k |
| Advisors Asset Management, Inc. 0.01% of their portfolio | 36.5k $931.3k | Added +16.1k |
| Spire Wealth Management 0.03% of their portfolio | 35.7k $909.6k | Reduced -79 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 35.4k $903.4k | Added +10.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 32.4k $839.0k | Added +656 |
| World Investment Advisors 0.01% of their portfolio | 30.9k $765.3k | Unchanged |
| Diesslin Group, Inc. 0.30% of their portfolio | 30.6k $778.8k | Added +67 |
| PMG Family Office LLC 0.69% of their portfolio | 29.2k $744.4k | Added +267 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 28.7k $732.1k | Reduced -721 |
| First National Bank of Mount Dora, Trust Investment Services 0.14% of their portfolio | 27.8k $708.6k | Unchanged |
| MRA Advisory Group 0.26% of their portfolio | 27.6k $703.0k | Reduced -43 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 26.3k $670.7k | Added +1.8k |
| Cerity Partners LLC 0.00% of their portfolio | 24.9k $635.4k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 22.3k $567.6k | Added +8.4k |
| Investment Management Trust, LLC 0.50% of their portfolio | 21.9k $558.5k | Added +400 |
| Savvy Advisors, Inc. 0.01% of their portfolio | 21.5k $549.1k | Reduced -202 |
| Mutual Advisors, LLC 0.01% of their portfolio | 21.5k $548.9k | Added +250 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio | 19.6k $498.7k | Reduced -1.8k |
| FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio | 18.7k $475.8k | Unchanged |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 15.5k $395.5k | New |
| Abbot Financial Management, Inc. 0.14% of their portfolio | 15.5k $394.3k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 15.2k $387.3k | Added +1.5k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 14.4k $367.1k | Added +500 |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 14.3k $365.3k | Added +78 |
| Sowell Financial Services LLC 0.01% of their portfolio | 13.2k $337.1k | Added +3.5k |
| PFG Investments, LLC 0.01% of their portfolio | 13.2k $336.3k | Unchanged |
| Mezzasalma Advisors, LLC 0.07% of their portfolio | 13.0k $331.0k | Added +237 |
| Lido Advisors, LLC 0.00% of their portfolio | 12.7k $322.9k | Unchanged |
| CONNING INC. 0.01% of their portfolio | 11.2k $284.2k | Unchanged |
| Geneos Wealth Management Inc. 0.01% of their portfolio | 10.9k $279.1k | Added +250 |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 10.2k $263.5k | New |
| Powell Investment Advisors, LLC 0.08% of their portfolio | 10.1k $257.4k | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 10.0k $254.9k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 10.0k $254.9k | Added +9.9k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 10.0k $254.4k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 9.7k $247.6k | New |
| SMH CAPITAL ADVISORS INC 0.91% of their portfolio | 9.1k $232.7k | Added +384 |
| XTX Topco Ltd 0.00% of their portfolio | 9.0k $229.9k | New |
| Institute for Wealth Management, LLC. 0.02% of their portfolio | 9.0k $228.2k | Unchanged |
| SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio | 8.9k $226.2k | Added +27 |
| Ausdal Financial Partners, Inc. 0.01% of their portfolio | 8.8k $225.4k | Added +50 |
| Creative Planning 0.00% of their portfolio | 8.7k $222.7k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 8.7k $220.8k | Unchanged |
| WealthTrust Asset Management, LLC 0.12% of their portfolio | 8.6k $218.9k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 8.5k $217.6k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 5.2k $133.8k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 4.2k $107.6k | Added +30 |
| LANARK FINANCIAL, INC. 0.01% of their portfolio | 4.0k $102.6k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 3.4k $87.7k | Added +1.0k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 3.2k $81.6k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.8k $71.2k | Added +1.9k |
| FIRST HORIZON CORP 0.00% of their portfolio | 2.5k $63.0k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 2.0k $51.0k | Unchanged |
| ST GERMAIN D J CO INC 0.00% of their portfolio | 1.9k $48.9k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.7k $42.5k | First filing |
| OAKWORTH CAPITAL, INC. 0.00% of their portfolio | 1.5k $38.2k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.3k $33.2k | New |
| North Star Investment Management Corp. 0.00% of their portfolio | 1.0k $25.5k | Unchanged |
| BAYBAN 0.02% of their portfolio | 948 $24.2k | Unchanged |
| Axiom Investment Management LLC 0.02% of their portfolio | 919 $23.4k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 682 $17.4k | Reduced -540 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 600 $15.3k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 500 $12.7k | Unchanged |
| AMERIFLEX GROUP, INC. 0.01% of their portfolio | 500 $12.7k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 300 $7.6k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 282 $7.2k | Added +3 |
| Arax Advisory Partners 0.00% of their portfolio | 201 $5.1k | Reduced -1.9k |
| Kennebec Savings Bank 0.00% of their portfolio | 200 $5.1k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 125 $3.2k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 66 $1.7k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 42 $1.1k | Unchanged |