JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

JTA was delisted on the 19th of November, 2021.

33 hedge funds and large institutions have $30M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.22M 639,134 +45,961 +8%
AAM
2
Advisors Asset Management
Colorado
$4.91M 434,458 -135,283 -24%
SFS
3
Shaker Financial Services
Virginia
$4.83M 427,325 +12,894 +3%
Morgan Stanley
4
Morgan Stanley
New York
$2.96M 262,157 -20,543 -7%
Cohen & Steers
5
Cohen & Steers
New York
$2.47M 218,821 -13,048 -6%
WAM
6
Wolverine Asset Management
Illinois
$2.1M 186,199 +10,261 +6%
LCM
7
Landscape Capital Management
New Jersey
$582K 51,522 +4,586 +10%
PPA
8
Parametric Portfolio Associates
Washington
$581K 51,452 +51,452 New
DA
9
Doliver Advisors
Texas
$555K 49,090 +33,228 +209%
Invesco
10
Invesco
Georgia
$553K 48,980 -2,582 -5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$475K 42,049 +2,408 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$389K 34,466
GC
13
Guggenheim Capital
Illinois
$334K 29,615 +9,998 +51%
Stifel Financial
14
Stifel Financial
Missouri
$269K 23,821 -15,357 -39%
OC
15
Oppenheimer & Co
New York
$251K 22,259 -1,567 -7%
Bank of America
16
Bank of America
North Carolina
$217K 19,194 -7,900 -29%
GWM
17
Gupta Wealth Management
California
$213K 18,830
KIM
18
Karpus Investment Management
New York
$195K 17,300 -600 -3%
Wells Fargo
19
Wells Fargo
California
$170K 15,092 +9,214 +157%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$159K 14,078 -3,673 -21%
LPL Financial
21
LPL Financial
California
$155K 14,103 +100 +0.7%
SCP
22
Seizert Capital Partners
Michigan
$138K 12,200
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$60K 5,302 +2,631 +99%
WRM
24
Westport Resources Management
Connecticut
$53K 4,724 -451 -9%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$47K 4,145 +60 +1%