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 $34M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
12
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.96M 714,233 +59,185 +9%
SFS
2
Shaker Financial Services
Virginia
$4.97M 356,555 +51,583 +17%
Morgan Stanley
3
Morgan Stanley
New York
$4.41M 315,762 -28,976 -8%
Invesco
4
Invesco
Georgia
$4.01M 287,460 +6,245 +2%
GC
5
Guggenheim Capital
Illinois
$2.86M 204,925 +56,927 +38%
AAM
6
Advisors Asset Management
Colorado
$1.75M 125,731 -25,712 -17%
Cohen & Steers
7
Cohen & Steers
New York
$1.32M 94,743 -15,357 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$728K 52,196 -46,312 -47%
RJA
9
Raymond James & Associates
Florida
$558K 39,987 +144 +0.4%
Bank of America
10
Bank of America
North Carolina
$540K 38,749 +5,581 +17%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$449K 32,201 +1 +0%
HFS
12
HL Financial Services
Kentucky
$349K 25,050 -10,850 -30%
Creative Planning
13
Creative Planning
Kansas
$289K 20,696
LPL Financial
14
LPL Financial
California
$278K 19,931 +19,931 New
OC
15
Oppenheimer & Co
New York
$243K 17,438 -500 -3%
FAAS
16
First Allied Advisory Services
California
$210K 15,141 +1,540 +11%
Stifel Financial
17
Stifel Financial
Missouri
$192K 13,684 -12,331 -47%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$178K 12,763 +250 +2%
SCP
19
Seizert Capital Partners
Michigan
$170K 12,200
Wells Fargo
20
Wells Fargo
California
$150K 10,813 -10,055 -48%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$74K 5,299 +943 +22%
SPIA
22
Steward Partners Investment Advisory
New York
$70K 5,073 -2,957 -37%
IA
23
IFP Advisors
Florida
$53K 3,819
AWM
24
Avondale Wealth Management
Texas
$50K 3,579 +3,579 New
ASN
25
Advisory Services Network
Georgia
$44K 3,162 +57 +2%