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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36 hedge funds and large institutions have $27.4M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.81M
2
CA
2
Cornerstone Advisors
North Carolina
$655K
3
LCM
3
Laurion Capital Management
New York
$455K
4
GC
4
Guggenheim Capital
Illinois
$1.44M
5
Citigroup
5
Citigroup
New York
$453K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.53M
2
UBS Group
2
UBS Group
Switzerland
$7.35M
3
LCM
3
Landscape Capital Management
New Jersey
$209K
4
Cohen & Steers
4
Cohen & Steers
New York
$2.54M
5
Invesco
5
Invesco
Georgia
$490K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.35M 649,463 -34,669 -5%
Morgan Stanley
2
Morgan Stanley
New York
$3.68M 324,986 +13,982 +4%
AAM
3
Advisors Asset Management
Colorado
$3.53M 311,025 -59,379 -16%
SFS
4
Shaker Financial Services
Virginia
$2.81M 248,069 +248,069 New
Cohen & Steers
5
Cohen & Steers
New York
$2.54M 224,087 -5,200 -2%
GC
6
Guggenheim Capital
Illinois
$1.44M 126,666 +33,989 +37%
CA
7
Cornerstone Advisors
North Carolina
$655K 57,701 +57,701 New
Bank of America
8
Bank of America
North Carolina
$609K 53,796 +9,723 +22%
Invesco
9
Invesco
Georgia
$490K 43,309 -3,284 -7%
LCM
10
Laurion Capital Management
New York
$455K 40,046 +40,046 New
Citigroup
11
Citigroup
New York
$453K 39,958 +24,018 +151%
HFS
12
HL Financial Services
Kentucky
$452K 39,900 – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$398K 35,120 +1,000 +3%
Stifel Financial
14
Stifel Financial
Missouri
$271K 23,702 +1,122 +5%
Creative Planning
15
Creative Planning
Kansas
$234K 20,696 – –
OC
16
Oppenheimer & Co
New York
$228K 20,167 +1,000 +5%
WS
17
Wedbush Securities
California
$218K 19,281 +19,281 New
LCM
18
Landscape Capital Management
New Jersey
$209K 18,495 -6,741 -27%
Wells Fargo
19
Wells Fargo
California
$205K 18,114 -2,425 -12%
SG Americas Securities
20
SG Americas Securities
New York
$150K 13,235 +13,235 New
SCP
21
Seizert Capital Partners
Michigan
$138K 12,200 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$130K 11,472 -2,779 -20%
FAAS
23
First Allied Advisory Services
California
$126K 11,141 – –
RJA
24
Raymond James & Associates
Florida
$124K 10,948 +10,948 New
WAM
25
Weiss Asset Management
Massachusetts
$123K 10,819 +10,819 New
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