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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33 hedge funds and large institutions have $25.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
4
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.93M
2
WAM
2
Wolverine Asset Management
Illinois
$474K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$365K
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$221K
5
WAM
5
Weiss Asset Management
Massachusetts
$199K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.79M
2
Stifel Financial
2
Stifel Financial
Missouri
$254K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Invesco
4
Invesco
Georgia
$1.62M
5
GC
5
Guggenheim Capital
Illinois
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$5.93M 584,437 +584,437 New
UBS Group
2
UBS Group
Switzerland
$5.79M 570,741 -307,505 -35%
Morgan Stanley
3
Morgan Stanley
New York
$2.98M 293,395 +11,604 +4%
GC
4
Guggenheim Capital
Illinois
$2.47M 243,637 -52,166 -18%
Invesco
5
Invesco
Georgia
$1.62M 159,626 -67,064 -30%
AAM
6
Advisors Asset Management
Colorado
$1.49M 146,826 -51,082 -26%
Cohen & Steers
7
Cohen & Steers
New York
$820K 80,778 – –
WAM
8
Wolverine Asset Management
Illinois
$474K 46,703 +46,703 New
RJA
9
Raymond James & Associates
Florida
$458K 45,084 -413 -0.9%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$365K 36,005 +36,005 New
Bank of America
11
Bank of America
North Carolina
$336K 33,097 -4,524 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$316K 31,170 -950 -3%
Stifel Financial
13
Stifel Financial
Missouri
$254K 25,231 -91,361 -78%
HFS
14
HL Financial Services
Kentucky
$247K 24,300 -750 -3%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$221K 21,800 +21,800 New
Creative Planning
16
Creative Planning
Kansas
$210K 20,696 – –
WAM
17
Weiss Asset Management
Massachusetts
$199K 19,631 +19,631 New
OC
18
Oppenheimer & Co
New York
$196K 19,270 -1,000 -5%
FAAS
19
First Allied Advisory Services
California
$195K 19,141 +2,000 +12%
Wells Fargo
20
Wells Fargo
California
$188K 18,553 +5,390 +41%
IC
21
Inscription Capital
Texas
$179K 17,663 +17,663 New
SCP
22
Seizert Capital Partners
Michigan
$124K 12,200 – –
LPL Financial
23
LPL Financial
California
$122K 12,039 -1,495 -11%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$122K 11,982 -361 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$106K 10,494 -2,197 -17%
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