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 $31.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
13
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$2.21M
2
UBS Group
2
UBS Group
Switzerland
$7.32M
3
LCM
3
Landscape Capital Management
New Jersey
$394K
4
DA
4
Doliver Advisors
Texas
$245K
5
Invesco
5
Invesco
Georgia
$570K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$8.59M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$388K
3
CRC
3
Curi RMB Capital
Illinois
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$194K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$466K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$8.59M 762,185 -220,885 -22%
UBS Group
2
UBS Group
Switzerland
$7.32M 649,689 +51,584 +9%
SFS
3
Shaker Financial Services
Virginia
$3.93M 348,662 +896 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$2.75M 243,721 +10,594 +5%
Cohen & Steers
5
Cohen & Steers
New York
$2.61M 231,869 – –
WAM
6
Wolverine Asset Management
Illinois
$2.21M 196,158 +191,237 +3,886%
Invesco
7
Invesco
Georgia
$570K 50,594 +11,721 +30%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$466K 41,321 -1,714 -4%
LCM
9
Landscape Capital Management
New Jersey
$394K 34,926 +22,185 +174%
Bank of America
10
Bank of America
North Carolina
$389K 34,507 +6,300 +22%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$388K 34,466 -38,861 -53%
OC
12
Oppenheimer & Co
New York
$269K 23,826 -114 -0.5%
DA
13
Doliver Advisors
Texas
$245K 21,740 +21,740 New
KIM
14
Karpus Investment Management
New York
$218K 19,350 +648 +3%
GWM
15
Gupta Wealth Management
California
$212K 18,830 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$194K 17,254 -2,753 -14%
FAAS
17
First Allied Advisory Services
California
$165K 14,650 – –
SCP
18
Seizert Capital Partners
Michigan
$137K 12,200 – –
UR
19
USCA RIA
Texas
$124K 11,000 – –
WRM
20
Westport Resources Management
Connecticut
$68K 6,032 -354 -6%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$47K 4,210 +700 +20%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$46K 4,085 – –
Wells Fargo
23
Wells Fargo
California
$44K 3,884 +51 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$28K 2,500 – –
Creative Planning
25
Creative Planning
Kansas
$21K 1,866 +1,866 New
1
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