JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

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

29 hedge funds and large institutions have $34.9M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
12
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.1M -$188K -14,485 -2%
SFS
2
Shaker Financial Services
Virginia
$7.47M +$2.83M +217,894 +61%
Morgan Stanley
3
Morgan Stanley
New York
$4.21M +$98.3K +7,559 +2%
Invesco
4
Invesco
Georgia
$3.45M -$289K -22,216 -8%
GC
5
Guggenheim Capital
Illinois
$2.97M +$309K +23,747 +12%
AAM
6
Advisors Asset Management
Colorado
$1.6M -$131K -9,499 -8%
Stifel Financial
7
Stifel Financial
Missouri
$966K +$788K +60,474 +442%
Cohen & Steers
8
Cohen & Steers
New York
$939K -$293K -22,535 -24%
LPL Financial
9
LPL Financial
California
$596K +$337K +25,855 +130%
RJA
10
Raymond James & Associates
Florida
$530K +$9.94K +764 +2%
Bank of America
11
Bank of America
North Carolina
$420K -$83.7K -6,437 -17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$419K +$26 +2 +0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$360K -$321K -24,622 -47%
HFS
14
HL Financial Services
Kentucky
$326K
Creative Planning
15
Creative Planning
Kansas
$269K
OC
16
Oppenheimer & Co
New York
$226K -$1.62K -124 -0.7%
FAAS
17
First Allied Advisory Services
California
$223K +$26K +2,000 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$171K +$5.18K +399 +3%
Wells Fargo
19
Wells Fargo
California
$160K +$19K +1,456 +13%
SCP
20
Seizert Capital Partners
Michigan
$159K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$70K +$1.3K +100 +2%
SPIA
22
Steward Partners Investment Advisory
New York
$65K
IA
23
IFP Advisors
Florida
$53K
AWM
24
Avondale Wealth Management
Texas
$46K
ASN
25
Advisory Services Network
Georgia
$42K +$731 +56 +2%