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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28 hedge funds and large institutions have $32.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.86M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.35M
3
AAM
3
Advisors Asset Management
Colorado
$2.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.73M
5
GC
5
Guggenheim Capital
Illinois
$2.03M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.51M
2
Bank of America
2
Bank of America
North Carolina
$455K
3
Stifel Financial
3
Stifel Financial
Missouri
$355K
4
Wells Fargo
4
Wells Fargo
California
$286K
5
SFS
5
Shaker Financial Services
Virginia
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.99M 655,048 -10,867 -2%
Morgan Stanley
2
Morgan Stanley
New York
$4.73M 344,738 +17,928 +5%
SFS
3
Shaker Financial Services
Virginia
$4.18M 304,972 -16,210 -5%
Invesco
4
Invesco
Georgia
$3.86M 281,215 +102,266 +57%
AAM
5
Advisors Asset Management
Colorado
$2.08M 151,443 +29,081 +24%
GC
6
Guggenheim Capital
Illinois
$2.03M 147,998 +16,041 +12%
Cohen & Steers
7
Cohen & Steers
New York
$1.51M 110,100 -98,164 -47%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.35M 98,508 +31,197 +46%
RJA
9
Raymond James & Associates
Florida
$547K 39,843 +51 +0.1%
HFS
10
HL Financial Services
Kentucky
$493K 35,900 – –
Bank of America
11
Bank of America
North Carolina
$455K 33,168 -65,123 -66%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$442K 32,200 +80 +0.2%
Stifel Financial
13
Stifel Financial
Missouri
$355K 26,015 -44,955 -63%
Wells Fargo
14
Wells Fargo
California
$286K 20,868 -24,307 -54%
Creative Planning
15
Creative Planning
Kansas
$284K 20,696 – –
OC
16
Oppenheimer & Co
New York
$247K 17,938 – –
FAAS
17
First Allied Advisory Services
California
$186K 13,601 +2,460 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$172K 12,513 -23 -0.2%
SCP
19
Seizert Capital Partners
Michigan
$167K 12,200 – –
WS
20
Wedbush Securities
California
$153K 11,172 -8,710 -44%
SPIA
21
Steward Partners Investment Advisory
New York
$110K 8,030 – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$87K 6,309 +6,309 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$60K 4,356 +474 +12%
IA
24
IFP Advisors
Florida
$52K 3,819 -4,000 -51%
ASN
25
Advisory Services Network
Georgia
$43K 3,105 +58 +2%
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