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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31 hedge funds and large institutions have $33.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
13
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.8M
2
AAM
2
Advisors Asset Management
Colorado
$2.32M
3
GC
3
Guggenheim Capital
Illinois
$3.66M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.53M
5
CRC
5
Curi RMB Capital
Illinois
$129K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.73M
3
ASN
3
Advisory Services Network
Georgia
$0
4
Wells Fargo
4
Wells Fargo
California
$146K
5
OC
5
Oppenheimer & Co
New York
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.8M 838,460 +138,712 +20%
Morgan Stanley
2
Morgan Stanley
New York
$3.73M 289,652 -33,669 -10%
GC
3
Guggenheim Capital
Illinois
$3.66M 284,305 +55,633 +24%
Invesco
4
Invesco
Georgia
$3.54M 274,932 +9,688 +4%
SFS
5
Shaker Financial Services
Virginia
$2.52M 195,638 -378,811 -66%
AAM
6
Advisors Asset Management
Colorado
$2.32M 180,019 +63,787 +55%
Stifel Financial
7
Stifel Financial
Missouri
$1.53M 119,037 +44,879 +61%
Cohen & Steers
8
Cohen & Steers
New York
$1.04M 80,778 +8,570 +12%
LPL Financial
9
LPL Financial
California
$684K 53,127 +7,341 +16%
RJA
10
Raymond James & Associates
Florida
$585K 45,470 +4,719 +12%
Bank of America
11
Bank of America
North Carolina
$458K 35,558 +3,246 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$416K 32,305 +102 +0.3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$404K 31,429 +3,855 +14%
HFS
14
HL Financial Services
Kentucky
$322K 25,050 – –
Creative Planning
15
Creative Planning
Kansas
$266K 20,696 – –
OC
16
Oppenheimer & Co
New York
$222K 17,270 -44 -0.3%
FAAS
17
First Allied Advisory Services
California
$221K 17,141 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$171K 13,324 +162 +1%
SCP
19
Seizert Capital Partners
Michigan
$159K 12,200 – –
Wells Fargo
20
Wells Fargo
California
$146K 11,374 -895 -7%
CRC
21
Curi RMB Capital
Illinois
$129K 10,012 +10,012 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$70K 5,399 – –
SPIA
23
Steward Partners Investment Advisory
New York
$65K 5,073 – –
IA
24
IFP Advisors
Florida
$49K 3,819 – –
AWM
25
Avondale Wealth Management
Texas
$46K 3,579 – –
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