JTA
Nuveen Tax-Advantaged Total Return Strategy Fund
JTA
JTA
Delisted
JTA was delisted on the 19th of November, 2021.
30 hedge funds and large institutions have $34M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$9.96M |
| 2 |
GC
2
Guggenheim Capital
Chicago,
Illinois
|
$2.86M |
| 3 |
SFS
3
Shaker Financial Services
Arlington,
Virginia
|
$4.97M |
| 4 |
4
LPL Financial
San Diego,
California
|
$278K |
| 5 |
5
Invesco
Atlanta,
Georgia
|
$4.01M |
Top Sellers
| 1 |
1
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$728K |
| 2 |
2
Morgan Stanley
New York
|
$4.41M |
| 3 |
AAM
3
Advisors Asset Management
Monument,
Colorado
|
$1.75M |
| 4 |
4
Cohen & Steers
New York
|
$1.32M |
| 5 |
5
Stifel Financial
St. Louis,
Missouri
|
$192K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $17K | +$603 | +44 | +4% |
|
|
CTC
27
Central Trust Company
Jefferson City,
Missouri
| $14K | +$14K | +1,000 | New |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| $10K | -$4.29K | -300 | -30% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | – | – | – |
|
30
SEI Investments
Oaks,
Pennsylvania
| $2K | +$2K | +112 | New |
|
|
WS
31
Wedbush Securities
Los Angeles,
California
| – | -$153K | -11,172 | Closed |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$87K | -6,309 | Closed |
|