JTA

Nuveen Tax-Advantaged Total Return Strategy Fund
JTA

Overview Fund Activity
Delisted

JTA was delisted on the 19th of November, 2021.

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26 hedge funds and large institutions have $28.7M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$15.2M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.75M
3
SFS
3
Shaker Financial Services
Virginia
$932K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.87M
5
RJA
5
Raymond James & Associates
Florida
$369K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
SCP
2
Seizert Capital Partners
Michigan
$153K
3
DA
3
Doliver Advisors
Texas
$133K
4
Wells Fargo
4
Wells Fargo
California
$67K
5
SNC
5
Stifel Nicolaus & Co
Missouri
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$15.2M 1,227,417 +381,943 +45%
Morgan Stanley
2
Morgan Stanley
New York
$4.87M 388,841 +12,772 +3%
Cohen & Steers
3
Cohen & Steers
New York
$2.75M 221,837 +67,937 +44%
U
4
UBS
Switzerland
$1.74M 138,628 +1,327 +1%
SFS
5
Shaker Financial Services
Virginia
$932K 74,413 +53,707 +259%
First Trust Advisors
6
First Trust Advisors
Illinois
$642K 51,244 +1,609 +3%
RJA
7
Raymond James & Associates
Florida
$369K 29,510 +6,165 +26%
SNC
8
Stifel Nicolaus & Co
Missouri
$345K 27,520 -985 -3%
DFIM
9
Detwiler Fenton Investment Management
Massachusetts
$291K 23,223 +323 +1%
Bank of America
10
Bank of America
North Carolina
$216K 17,296 -645 -4%
LPL Financial
11
LPL Financial
California
$175K 13,897 +800 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$158K 12,595 +3,086 +32%
SCP
13
Seizert Capital Partners
Michigan
$153K 12,200 -22,200 -65%
BAS
14
Brown Advisory Securities
Maryland
$147K 11,643 – –
FAAS
15
First Allied Advisory Services
California
$147K 11,750 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$147K 11,745 +40 +0.3%
DA
17
Doliver Advisors
Texas
$133K 10,617 -2,189 -17%
Citigroup
18
Citigroup
New York
$84K 6,780 +3,056 +82%
Wells Fargo
19
Wells Fargo
California
$67K 5,290 -1,646 -24%
Invesco
20
Invesco
Georgia
$48K 3,849 -616 -14%
Barclays
21
Barclays
United Kingdom
$30K 2,500 – –
GI
22
Gradient Investments
Minnesota
$13K 1,000 – –
TFA
23
Transamerica Financial Advisors
Florida
$10K 765 +15 +2%
AIG
24
American International Group
New York
$8.76K 700 – –
TRCT
25
Tower Research Capital (TRC)
New York
$8K 654 +47 +8%
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