JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

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

30 hedge funds and large institutions have $29.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 8 closing their positions.

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.97M 651,376 +1,913 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$4.15M 338,911 +13,925 +4%
AAM
3
Advisors Asset Management
Colorado
$3.55M 289,767 -21,258 -7%
SFS
4
Shaker Financial Services
Virginia
$3.31M 270,135 +22,066 +9%
Cohen & Steers
5
Cohen & Steers
New York
$2.55M 208,264 -15,823 -7%
GC
6
Guggenheim Capital
Illinois
$1.58M 129,204 +2,538 +2%
Invesco
7
Invesco
Georgia
$1.53M 124,684 +81,375 +188%
Bank of America
8
Bank of America
North Carolina
$1.03M 84,383 +30,587 +57%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$620K 50,685 +44,937 +782%
HFS
10
HL Financial Services
Kentucky
$488K 39,900
Stifel Financial
11
Stifel Financial
Missouri
$468K 37,992 +14,290 +60%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$454K 37,120 +2,000 +6%
OC
13
Oppenheimer & Co
New York
$289K 23,567 +3,400 +17%
Creative Planning
14
Creative Planning
Kansas
$253K 20,696
WS
15
Wedbush Securities
California
$243K 19,882 +601 +3%
Citigroup
16
Citigroup
New York
$196K 15,991 -23,967 -60%
SCP
17
Seizert Capital Partners
Michigan
$149K 12,200
Wells Fargo
18
Wells Fargo
California
$148K 12,117 -5,997 -33%
FAAS
19
First Allied Advisory Services
California
$136K 11,141
RJA
20
Raymond James & Associates
Florida
$134K 10,948
IA
21
IFP Advisors
Florida
$96K 7,819
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$42K 3,440
ASN
23
Advisory Services Network
Georgia
$37K 2,987 +2,987 New
DADC
24
D.A. Davidson & Co
Montana
$34K 2,800
AG
25
Advisor Group
Arizona
$22K 1,765