Institute for Wealth Management, LLC.
Position in HTD — John Hancock Tax-Advantaged Dividend Income Fund
CIK 1533954
DENVER, CO
Position in HTD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$221,790
+$9,040 QoQ
Shares Held
8,954
-0.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HTD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. HTD ranks #23 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
17,494 | $2,011,635 | |
| 2 | KKR |
KKR & Co. Inc.
|
9,779 | $904,557 | |
| 3 | CET |
Central Securities Corp
|
16,394 | $814,126 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
34,270 | $811,856 | |
| 5 | CHI |
Calamos Convertible Opportunities & Income Fund
|
59,277 | $636,634 | |
| 6 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,756 | $588,229 | |
| 7 | USA |
Liberty All Star Equity Fund
|
89,063 | $494,299 | |
| 8 | APO |
Apollo Global Management, Inc.
|
4,369 | $486,793 |
All Filings in HTD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,790 | 8,954 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $212,750 | 8,992 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $223,001 | 8,992 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $210,322 | 8,992 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $215,178 | 8,992 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $220,023 | 9,992 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $232,014 | 9,992 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,938 | 9,992 | Shares | Sole | 2024-07-25 | |
| 2023-12-31 | $193,342 | 10,192 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $226,546 | 12,756 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $260,222 | 12,756 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $271,957 | 12,756 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $300,746 | 13,156 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $275,749 | 13,156 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $301,930 | 13,156 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $336,267 | 13,156 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $344,029 | 13,156 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $301,764 | 13,189 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $328,406 | 13,189 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $310,185 | 13,205 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $278,864 | 13,254 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $253,018 | 13,254 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $255,272 | 13,254 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $233,137 | 13,254 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||