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 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$870K
2
UBS Group
2
UBS Group
Switzerland
$11.9M
3
AAM
3
Advisors Asset Management
Colorado
$2.68M
4
GC
4
Guggenheim Capital
Illinois
$4.01M
5
OC
5
Oppenheimer & Co
New York
$275K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Invesco
2
Invesco
Georgia
$3.07M
3
LPL Financial
3
LPL Financial
California
$183K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$167K
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$11.9M 878,246 +39,786 +5%
GC
2
Guggenheim Capital
Illinois
$4.01M 295,803 +11,498 +4%
Morgan Stanley
3
Morgan Stanley
New York
$3.82M 281,791 -7,861 -3%
Invesco
4
Invesco
Georgia
$3.07M 226,690 -48,242 -18%
AAM
5
Advisors Asset Management
Colorado
$2.68M 197,908 +17,889 +10%
Stifel Financial
6
Stifel Financial
Missouri
$1.58M 116,592 -2,445 -2%
Cohen & Steers
7
Cohen & Steers
New York
$1.1M 80,778 – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$870K 64,173 +64,173 New
RJA
9
Raymond James & Associates
Florida
$616K 45,497 +27 +0.1%
Bank of America
10
Bank of America
North Carolina
$510K 37,621 +2,063 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$435K 32,120 -185 -0.6%
HFS
12
HL Financial Services
Kentucky
$339K 25,050 – –
Creative Planning
13
Creative Planning
Kansas
$280K 20,696 – –
OC
14
Oppenheimer & Co
New York
$275K 20,270 +3,000 +17%
FAAS
15
First Allied Advisory Services
California
$232K 17,141 – –
LPL Financial
16
LPL Financial
California
$183K 13,534 -39,593 -75%
Wells Fargo
17
Wells Fargo
California
$178K 13,163 +1,789 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$171K 12,691 -633 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$167K 12,343 -19,086 -61%
SCP
20
Seizert Capital Partners
Michigan
$165K 12,200 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$109K 8,037 +2,638 +49%
SPIA
22
Steward Partners Investment Advisory
New York
$69K 5,073 – –
IA
23
IFP Advisors
Florida
$52K 3,819 – –
AWM
24
Avondale Wealth Management
Texas
$48K 3,579 – –
NSIM
25
North Star Investment Management
Illinois
$18K 1,293 +27 +2%
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