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 $27.4M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.07M +$510K +44,326 +8%
SFS
2
Shaker Financial Services
Virginia
$6.04M -$684K -59,511 -10%
Morgan Stanley
3
Morgan Stanley
New York
$3.83M +$458K +39,874 +14%
GC
4
Guggenheim Capital
Illinois
$2.66M -$133K -11,644 -5%
AAM
5
Advisors Asset Management
Colorado
$1.63M -$54.5K -4,756 -3%
Invesco
6
Invesco
Georgia
$1.61M -$226K -19,617 -12%
Cohen & Steers
7
Cohen & Steers
New York
$925K
RJA
8
Raymond James & Associates
Florida
$466K -$52.3K -4,547 -10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$366K +$7.81K +680 +2%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$323K +$72.4K +6,300 +29%
HFS
11
HL Financial Services
Kentucky
$291K +$11.5K +1,000 +4%
Creative Planning
12
Creative Planning
Kansas
$238K
OC
13
Oppenheimer & Co
New York
$221K
IC
14
Inscription Capital
Texas
$207K
FAAS
15
First Allied Advisory Services
California
$199K -$20.7K -1,800 -9%
Wells Fargo
16
Wells Fargo
California
$193K -$20.9K -1,812 -10%
Bank of America
17
Bank of America
North Carolina
$171K -$210K -18,259 -55%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$158K +$20.1K +1,749 +15%
LPL Financial
19
LPL Financial
California
$144K +$5.52K +480 +4%
SCP
20
Seizert Capital Partners
Michigan
$140K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$135K +$135K +11,717 New
Stifel Financial
22
Stifel Financial
Missouri
$123K -$169K -14,595 -58%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$87K +$5.75K +500 +7%
AWM
24
Avondale Wealth Management
Texas
$41K
AIC
25
Ameritas Investment Company
Nebraska
$40K +$40K +3,475 New