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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28 hedge funds and large institutions have $41.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
9
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.98M
2
SFS
2
Shaker Financial Services
Virginia
$4.75M
3
WAM
3
Wolverine Asset Management
Illinois
$1.59M
4
SG Americas Securities
4
SG Americas Securities
New York
$208K
5
DA
5
Doliver Advisors
Texas
$156K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$21.8M
2
WEC
2
Winslow Evans & Crocker
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.81M
4
LPL Financial
4
LPL Financial
California
$0
5
TWA
5
TCI Wealth Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$21.8M 1,634,243 -431,142 -21%
SFS
2
Shaker Financial Services
Virginia
$4.75M 357,507 +158,480 +80%
UBS Group
3
UBS Group
Switzerland
$3.98M 299,589 +299,589 New
Cohen & Steers
4
Cohen & Steers
New York
$3.31M 248,576 – –
Morgan Stanley
5
Morgan Stanley
New York
$2.81M 211,328 -11,931 -5%
WAM
6
Wolverine Asset Management
Illinois
$1.59M 119,565 +119,565 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$975K 73,327 +950 +1%
B
8
Baird
Wisconsin
$537K 40,431 +1,326 +3%
RJA
9
Raymond James & Associates
Florida
$348K 26,159 -50 -0.2%
OC
10
Oppenheimer & Co
New York
$318K 23,940 +1,550 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$264K 19,878 +1,312 +7%
SG Americas Securities
12
SG Americas Securities
New York
$208K 15,617 +15,617 New
Bank of America
13
Bank of America
North Carolina
$189K 14,189 +34 +0.2%
SCP
14
Seizert Capital Partners
Michigan
$162K 12,200 – –
FAAS
15
First Allied Advisory Services
California
$156K 11,750 – –
DA
16
Doliver Advisors
Texas
$156K 13,569 +13,569 New
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$132K 9,933 +9,933 New
Wells Fargo
18
Wells Fargo
California
$112K 8,478 +1,192 +16%
CPA
19
Cowen Prime Advisors
New York
$39K 2,900 +1,450 +100%
Deutsche Bank
20
Deutsche Bank
Germany
$33K 2,500 – –
GI
21
Gradient Investments
Minnesota
$13K 1,000 – –
Citigroup
22
Citigroup
New York
$10K 732 +732 New
AIG
23
American International Group
New York
$9.3K 700 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9K 715 +7 +1%
WRM
25
Westport Resources Management
Connecticut
$9K 650 +650 New
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