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 $40M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
6
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.06M
2
Invesco
2
Invesco
Georgia
$263K
3
GWM
3
Gupta Wealth Management
California
$255K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.03M
5
UR
5
USCA RIA
Texas
$135K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$19M
2
WAM
2
Wolverine Asset Management
Illinois
$739K
3
SFS
3
Shaker Financial Services
Virginia
$4.02M
4
Cohen & Steers
4
Cohen & Steers
New York
$3.14M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$19M 1,405,316 -228,927 -14%
UBS Group
2
UBS Group
Switzerland
$6.06M 447,580 +147,991 +49%
SFS
3
Shaker Financial Services
Virginia
$4.02M 297,021 -60,486 -17%
Cohen & Steers
4
Cohen & Steers
New York
$3.14M 231,869 -16,707 -7%
Morgan Stanley
5
Morgan Stanley
New York
$3.03M 223,858 +12,530 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$993K 73,327 – –
WAM
7
Wolverine Asset Management
Illinois
$739K 54,610 -64,955 -54%
B
8
Baird
Wisconsin
$534K 39,429 -1,002 -2%
OC
9
Oppenheimer & Co
New York
$324K 23,940 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$269K 19,878 – –
Invesco
11
Invesco
Georgia
$263K 19,391 +19,391 New
GWM
12
Gupta Wealth Management
California
$255K 18,830 +18,830 New
RJA
13
Raymond James & Associates
Florida
$247K 18,272 -7,887 -30%
Bank of America
14
Bank of America
North Carolina
$193K 14,289 +100 +0.7%
Wells Fargo
15
Wells Fargo
California
$175K 12,887 +4,409 +52%
SCP
16
Seizert Capital Partners
Michigan
$165K 12,200 – –
FAAS
17
First Allied Advisory Services
California
$159K 11,750 – –
UR
18
USCA RIA
Texas
$135K 10,000 +10,000 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$55K 4,085 +4,085 New
Deutsche Bank
20
Deutsche Bank
Germany
$33K 2,500 – –
WRM
21
Westport Resources Management
Connecticut
$27K 2,000 +1,350 +208%
Creative Planning
22
Creative Planning
Kansas
$25K 1,866 +1,866 New
CPA
23
Cowen Prime Advisors
New York
$20K 1,450 -1,450 -50%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$15K 1,113 -8,820 -89%
FPFS
25
First Personal Financial Services
North Carolina
– – – –
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