Vault-13

HANCOCK JOHN TAX-ADVANTAGED HTD

COM · Closed-End Fund · CUSIP 41013V100

94 institutional holders +1 vs Q1 2026
6,116,5036.1m shares reported held*
$155.9mreported value*
10 new 36 added 16 reduced 7 sold out net bought ≈ $4.9m (+190.4k shares)

* 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

050100Q3 22: 83Q4 22: 92Q1 23: 81Q2 23: 83Q3 23: 83Q4 23: 88Q1 24: 85Q2 24: 90Q3 24: 93Q4 24: 94Q1 25: 84Q2 25: 97Q3 25: 97Q4 25: 94Q1 26: 93Q2 26: 9494Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202283
Q4 202292
Q1 202381
Q2 202383
Q3 202383
Q4 202388
Q1 202485
Q2 202490
Q3 202493
Q4 202494
Q1 202584
Q2 202597
Q3 202597
Q4 202594
Q1 202693
Q2 202694

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 39 bought or addedQ3 24: 38 cut or sold outQ4 24: 42 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 40 cut or sold outQ2 25: 33 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 34 cut or sold outQ4 25: 38 bought or addedQ4 25: 43 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 40 cut or sold outQ2 26: 46 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243938
Q4 20244232
Q1 20253440
Q2 20253330
Q3 20254134
Q4 20253843
Q1 20263840
Q2 20264623

Biggest buyers

CAPTRUST FINANCIAL ADVISORS Added +52,912+52.9k
UBS Group AG Added +43,463+43.5k
OSAIC HOLDINGS, INC. Added +36,220+36.2k
Hennion & Walsh Asset Management, Inc. Added +29,867+29.9k
Cerity Partners LLC New +24,927+24.9k
Cambridge Investment Research Advisors, Inc. Added +21,301+21.3k
RAYMOND JAMES FINANCIAL INC Added +16,742+16.7k
Advisors Asset Management, Inc. Added +16,062+16.1k
Beacon Pointe Advisors, LLC New +15,516+15.5k
ENVESTNET ASSET MANAGEMENT INC Added +10,345+10.3k

Biggest sellers

Invesco Ltd. Reduced -100,815-100.8k
WOLVERINE ASSET MANAGEMENT LLC Sold out -23,602-23.6k
ROYAL BANK OF CANADA Reduced -22,975-23.0k
Kingsview Wealth Management, LLC Sold out -13,400-13.4k
Argentarii, LLC Sold out -10,823-10.8k
MORGAN STANLEY Reduced -5,250-5.2k
GUGGENHEIM CAPITAL LLC Reduced -3,252-3.3k
Indivisible Partners Reduced -3,025-3.0k
CENTRAL TRUST Co Reduced -3,016-3.0k
Janney Montgomery Scott LLC Reduced -2,445-2.4k

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)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$11.0k0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$10.0k0——
Q2 20261$12.0k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-06 Hurtsellers Christine Director Bought 468 $25.66 $12.0k468 shares new

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.00% of their portfolio ZURICH, V8 819,905819.9k $20.9m $20.9m 0.00% Added +43.5k +43,463
2 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 545,914545.9k $13.9m $13.9m 0.02% Added +52.9k +52,912
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 477,050477.1k $12.2m $12.2m 0.00% Reduced -5.2k -5,250
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 374,648374.6k $9.5m $9.5m 0.00% Added +2.2k +2,234
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 369,672369.7k $9.4m $9.4m 0.00% Reduced -100.8k -100,815
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 357,831357.8k $9.1m $9.1m 0.00% Added +16.7k +16,742
7 GUGGENHEIM CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 322,627322.6k $8.2m $8.2m 0.05% Reduced -3.3k -3,252
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 314,635314.6k $8.0m $8.0m 0.00% Reduced -229 -229
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 273,076273.1k $7.0m $7.0m 0.00% Added +10.3k +10,283
10 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 233,071233.1k $5.9m $5.9m 0.01% Added +8.9k +8,876
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 158,719158.7k $4.0m $4.0m 0.00% Reduced -23.0k -22,975
12 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 156,601156.6k $4.0m $4.0m 0.00% Added +4.8k +4,788
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 152,788152.8k $3.9m $3.9m 0.00% Added +36.2k +36,220
14 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 128,736128.7k $3.3m $3.3m 0.00% Added +1.3k +1,278
15 Live Oak Private Wealth LLC 0.33% of their portfolio WILMINGTON, NC 102,602102.6k $2.6m $2.6m 0.33% Unchanged
16 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 88,67288.7k $2.3m $2.3m 0.00% Reduced -2.4k -2,445
17 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 82,51082.5k $2.1m $2.1m 0.04% Reduced -3.0k -3,016
18 Indivisible Partners 0.09% of their portfolio CLEARWATER, FL 59,37759.4k $1.5m $1.5m 0.09% Reduced -3.0k -3,025
19 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 54,14754.1k $1.4m $1.4m 0.01% Added +2.8k +2,769
20 Welch & Forbes LLC 0.02% of their portfolio Boston, MA 50,00050.0k $1.3m $1.3m 0.02% Unchanged
21 Samalin Investment Counsel, LLC 0.38% of their portfolio CHAPPAQUA, NY 46,51946.5k $1.2m $1.2m 0.38% Reduced -1.5k -1,511
22 Hennion & Walsh Asset Management, Inc. 0.03% of their portfolio Parsippany, NJ 43,99644.0k $1.1m $1.1m 0.03% Added +29.9k +29,867
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 42,45442.5k $1.1m $1.1m 0.00% Added +21.3k +21,301
24 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 40,78940.8k $1.0m $1.0m 0.00% Added +2.1k +2,066
25 Advisors Asset Management, Inc. 0.01% of their portfolio Monument, CO 36,53636.5k $931.3k $931.3k 0.01% Added +16.1k +16,062
26 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 35,68635.7k $909.6k $909.6k 0.03% Reduced -79 -79
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 35,44335.4k $903.4k $903.4k 0.00% Added +10.3k +10,345
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 32,43132.4k $839.0k $839.0k 0.00% Added +656 +656
29 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 30,89530.9k $765.3k $765.3k 0.01% Unchanged
30 Diesslin Group, Inc. 0.30% of their portfolio FORT WORTH, TX 30,55430.6k $778.8k $778.8k 0.30% Added +67 +67
31 PMG Family Office LLC 0.69% of their portfolio PLANO, TX 29,20529.2k $744.4k $744.4k 0.69% Added +267 +267
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 28,72328.7k $732.1k $732.1k 0.00% Reduced -721 -721
33 First National Bank of Mount Dora, Trust Investment Services 0.14% of their portfolio MOUNT DORA, FL 27,80027.8k $708.6k $708.6k 0.14% Unchanged
34 MRA Advisory Group 0.26% of their portfolio PARSIPPANY, NJ 27,57927.6k $703.0k $703.0k 0.26% Reduced -43 -43
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 26,31026.3k $670.7k $670.7k 0.00% Added +1.8k +1,791
36 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 24,92724.9k $635.4k $635.4k 0.00% New
37 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,26622.3k $567.6k $567.6k 0.00% Added +8.4k +8,351
38 Investment Management Trust, LLC 0.50% of their portfolio FITCHBURG, MA 21,91121.9k $558.5k $558.5k 0.50% Added +400 +400
39 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 21,54121.5k $549.1k $549.1k 0.01% Reduced -202 -202
40 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 21,53321.5k $548.9k $548.9k 0.01% Added +250 +250
41 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 19,56519.6k $498.7k $498.7k 0.02% Reduced -1.8k -1,800
42 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 18,66518.7k $475.8k $475.8k 0.02% Unchanged
43 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 15,51615.5k $395.5k $395.5k 0.00% New
44 Abbot Financial Management, Inc. 0.14% of their portfolio ANDOVER, MA 15,47015.5k $394.3k $394.3k 0.14% Unchanged
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 15,19515.2k $387.3k $387.3k 0.00% Added +1.5k +1,506
46 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 14,40014.4k $367.1k $367.1k 0.00% Added +500 +500
47 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 14,33314.3k $365.3k $365.3k 0.00% Added +78 +78
48 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 13,22413.2k $337.1k $337.1k 0.01% Added +3.5k +3,543
49 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 13,19513.2k $336.3k $336.3k 0.01% Unchanged
50 Mezzasalma Advisors, LLC 0.07% of their portfolio TINTON FALLS, NJ 12,98713.0k $331.0k $331.0k 0.07% Added +237 +237
51 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 12,66712.7k $322.9k $322.9k 0.00% Unchanged
52 CONNING INC. 0.01% of their portfolio HARTFORD, CT 11,15011.2k $284.2k $284.2k 0.01% Unchanged
53 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 10,95010.9k $279.1k $279.1k 0.01% Added +250 +250
54 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 10,22010.2k $263.5k $263.5k 0.01% New
55 Powell Investment Advisors, LLC 0.08% of their portfolio MIAMI, FL 10,10010.1k $257.4k $257.4k 0.08% Unchanged
56 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 10,00010.0k $254.9k $254.9k 0.00% New
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,00010.0k $254.9k $254.9k 0.00% Added +9.9k +9,896
58 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 9,98010.0k $254.4k $254.4k 0.00% Unchanged
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,7129.7k $247.6k $247.6k 0.00% New
60 SMH CAPITAL ADVISORS INC 0.91% of their portfolio FORT WORTH, TX 9,1289.1k $232.7k $232.7k 0.91% Added +384 +384
61 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 9,0189.0k $229.9k $229.9k 0.00% New
62 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 8,9549.0k $228.2k $228.2k 0.02% Unchanged
63 SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio JACKSON, TN 8,8728.9k $226.2k $226.2k 0.01% Added +27 +27
64 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 8,8448.8k $225.4k $225.4k 0.01% Added +50 +50
65 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,7378.7k $222.7k $222.7k 0.00% New
66 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 8,6648.7k $220.8k $220.8k 0.00% Unchanged
67 WealthTrust Asset Management, LLC 0.12% of their portfolio Destin, FL 8,5888.6k $218.9k $218.9k 0.12% Unchanged
68 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,5358.5k $217.6k $217.6k 0.00% New
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,2495.2k $133.8k $133.8k 0.00% Unchanged
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,2234.2k $107.6k $107.6k 0.00% Added +30 +30
71 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,0254.0k $102.6k $102.6k 0.01% Unchanged
72 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,4423.4k $87.7k $87.7k 0.00% Added +1.0k +1,008
73 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,2003.2k $81.6k $81.6k 0.00% Unchanged
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,7942.8k $71.2k $71.2k 0.00% Added +1.9k +1,906
75 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 2,4702.5k $63.0k $63.0k 0.00% Unchanged
76 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,0002.0k $51.0k $51.0k 0.00% Unchanged
77 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 1,9171.9k $48.9k $48.9k 0.00% Unchanged
78 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,6671.7k $42.5k $42.5k 0.00% First filing
79 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,5001.5k $38.2k $38.2k 0.00% Unchanged
80 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,3031.3k $33.2k $33.2k 0.00% New
81 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 1,0001.0k $25.5k $25.5k 0.00% Unchanged
82 BAYBAN 0.02% of their portfolio Bayport, MN 948948 $24.2k $24.2k 0.02% Unchanged
83 Axiom Investment Management LLC 0.02% of their portfolio NEW YORK, NY 919919 $23.4k $23.4k 0.02% Unchanged
84 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 682682 $17.4k $17.4k 0.00% Reduced -540 -540
85 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 600600 $15.3k $15.3k 0.00% Unchanged
86 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 500500 $12.7k $12.7k 0.00% Unchanged
87 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 500500 $12.7k $12.7k 0.01% Unchanged
88 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 300300 $7.6k $7.6k 0.00% Unchanged
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 282282 $7.2k $7.2k 0.00% Added +3 +3
90 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 201201 $5.1k $5.1k 0.00% Reduced -1.9k -1,891
91 Kennebec Savings Bank 0.00% of their portfolio Augusta, ME 200200 $5.1k $5.1k 0.00% Unchanged
92 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 125125 $3.2k $3.2k 0.00% Unchanged
93 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 6666 $1.7k $1.7k 0.00% New
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4242 $1.1k $1.1k 0.00% Unchanged