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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25 hedge funds and large institutions have $45.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.76M
2
U
2
UBS
Switzerland
$4.2M
3
WEC
3
Winslow Evans & Crocker
Massachusetts
$288K
4
PMFA
4
Plante Moran Financial Advisors
Michigan
$54K
5
CPA
5
Cowen Prime Advisors
New York
$20K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$28.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.09M
4
DFIM
4
Detwiler Fenton Investment Management
Massachusetts
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$28.6M 2,065,385 -189,105 -8%
U
2
UBS
Switzerland
$4.2M 303,403 +100,405 +49%
Cohen & Steers
3
Cohen & Steers
New York
$3.44M 248,576 -1,098 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$3.09M 223,259 -63,732 -22%
SFS
5
Shaker Financial Services
Virginia
$2.76M 199,027 +199,027 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1M 72,377 – –
B
7
Baird
Wisconsin
$542K 39,105 +757 +2%
RJA
8
Raymond James & Associates
Florida
$363K 26,209 -2,518 -9%
OC
9
Oppenheimer & Co
New York
$310K 22,390 +700 +3%
WEC
10
Winslow Evans & Crocker
Massachusetts
$288K 20,800 +20,800 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$257K 18,566 +1,218 +7%
Bank of America
12
Bank of America
North Carolina
$196K 14,155 +100 +0.7%
SCP
13
Seizert Capital Partners
Michigan
$169K 12,200 – –
FAAS
14
First Allied Advisory Services
California
$162K 11,750 – –
LPL Financial
15
LPL Financial
California
$140K 10,297 -1,297 -11%
Wells Fargo
16
Wells Fargo
California
$101K 7,286 -68 -0.9%
TWA
17
TCI Wealth Advisors
Arizona
$55K 3,995 – –
PMFA
18
Plante Moran Financial Advisors
Michigan
$54K 3,900 +3,900 New
Deutsche Bank
19
Deutsche Bank
Germany
$34K 2,500 – –
Barclays
20
Barclays
United Kingdom
$33K 2,500 – –
CPA
21
Cowen Prime Advisors
New York
$20K 1,450 +1,450 New
GI
22
Gradient Investments
Minnesota
$14K 1,000 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10K 708 +308 +77%
AIG
24
American International Group
New York
$9.7K 700 – –
GSC
25
Ground Swell Capital
South Carolina
$1K 67 -33 -33%
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