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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32 hedge funds and large institutions have $23.8M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
1
HL Financial Services
Kentucky
$473K
2
GC
2
Guggenheim Capital
Illinois
$783K
3
UBS Group
3
UBS Group
Switzerland
$7.55M
4
RJA
4
Raymond James & Associates
Florida
$129K
5
FAAS
5
First Allied Advisory Services
California
$121K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.66M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
DA
4
Doliver Advisors
Texas
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.55M 669,021 +29,887 +5%
AAM
2
Advisors Asset Management
Colorado
$4.35M 385,924 -48,534 -11%
Morgan Stanley
3
Morgan Stanley
New York
$3.05M 269,902 +7,745 +3%
Cohen & Steers
4
Cohen & Steers
New York
$2.59M 229,287 +10,466 +5%
SFS
5
Shaker Financial Services
Virginia
$1.66M 147,367 -279,958 -66%
GC
6
Guggenheim Capital
Illinois
$783K 69,406 +39,791 +134%
Invesco
7
Invesco
Georgia
$543K 48,134 -846 -2%
HFS
8
HL Financial Services
Kentucky
$473K 41,900 +41,900 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$385K 34,120 -346 -1%
Bank of America
10
Bank of America
North Carolina
$302K 26,765 +7,571 +39%
LCM
11
Landscape Capital Management
New Jersey
$285K 25,236 -26,286 -51%
Stifel Financial
12
Stifel Financial
Missouri
$260K 23,063 -758 -3%
Wells Fargo
13
Wells Fargo
California
$254K 22,446 +7,354 +49%
OC
14
Oppenheimer & Co
New York
$251K 22,259 – –
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$164K 14,482 +9,180 +173%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$162K 14,363 +285 +2%
SCP
17
Seizert Capital Partners
Michigan
$138K 12,200 – –
RJA
18
Raymond James & Associates
Florida
$129K 11,430 +11,430 New
FAAS
19
First Allied Advisory Services
California
$121K 10,750 +10,750 New
IA
20
IFP Advisors
Florida
$86K 7,645 +7,645 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$79K 7,025 +7,025 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$47K 4,145 – –
DADC
23
D.A. Davidson & Co
Montana
$40K 3,550 +1,800 +103%
Deutsche Bank
24
Deutsche Bank
Germany
$28K 2,500 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$24K 2,195 +1,800 +456%
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