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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30 hedge funds and large institutions have $35.8M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
10
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.78M
2
SFS
2
Shaker Financial Services
Virginia
$4.52M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$560K
4
Invesco
4
Invesco
Georgia
$506K
5
KIM
5
Karpus Investment Management
New York
$243K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$12.8M
2
WAM
2
Wolverine Asset Management
Illinois
$64K
3
RJA
3
Raymond James & Associates
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$50K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$12.8M 983,070 -422,246 -30%
UBS Group
2
UBS Group
Switzerland
$7.78M 598,105 +150,525 +34%
SFS
3
Shaker Financial Services
Virginia
$4.52M 347,766 +50,745 +17%
Morgan Stanley
4
Morgan Stanley
New York
$3.03M 233,127 +9,269 +4%
Cohen & Steers
5
Cohen & Steers
New York
$3.02M 231,869 – –
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$954K 73,327 – –
Baird Financial Group
7
Baird Financial Group
Wisconsin
$560K 43,035 +43,035 New
Invesco
8
Invesco
Georgia
$506K 38,873 +19,482 +100%
Bank of America
9
Bank of America
North Carolina
$367K 28,207 +13,918 +97%
OC
10
Oppenheimer & Co
New York
$312K 23,940 – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$260K 20,007 +129 +0.6%
GWM
12
Gupta Wealth Management
California
$245K 18,830 – –
KIM
13
Karpus Investment Management
New York
$243K 18,702 +18,702 New
FAAS
14
First Allied Advisory Services
California
$191K 14,650 +2,900 +25%
CRC
15
Curi RMB Capital
Illinois
$176K 13,521 +13,521 New
LCM
16
Landscape Capital Management
New Jersey
$166K 12,741 +12,741 New
SCP
17
Seizert Capital Partners
Michigan
$159K 12,200 – –
UR
18
USCA RIA
Texas
$143K 11,000 +1,000 +10%
WRM
19
Westport Resources Management
Connecticut
$83K 6,386 +4,386 +219%
WAM
20
Wolverine Asset Management
Illinois
$64K 4,921 -49,689 -91%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$53K 4,085 – –
Wells Fargo
22
Wells Fargo
California
$50K 3,833 -9,054 -70%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$46K 3,510 +2,397 +215%
Deutsche Bank
24
Deutsche Bank
Germany
$32K 2,500 – –
CPA
25
Cowen Prime Advisors
New York
$19K 1,450 – –
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