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 $27.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$8.75M 775,826 +16,877 +2%
UBS Group
2
UBS Group
Switzerland
$7.44M 659,374 +50,640 +8%
Morgan Stanley
3
Morgan Stanley
New York
$4.14M 367,192 +2,551 +0.7%
GC
4
Guggenheim Capital
Illinois
$1.41M 124,978 -4,399 -3%
AAM
5
Advisors Asset Management
Colorado
$925K 81,983 -2,149 -3%
Invesco
6
Invesco
Georgia
$860K 76,267 -34,324 -31%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$468K 41,500 +9,000 +28%
RJA
8
Raymond James & Associates
Florida
$461K 40,910 +1,021 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$367K 32,506 -1,361 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$330K 29,243 +29,243 New
WAM
11
Wolverine Asset Management
Illinois
$323K 28,696 -39,196 -58%
COLIM
12
City of London Investment Management
United Kingdom
$246K 21,805 +21,805 New
Creative Planning
13
Creative Planning
Kansas
$233K 20,696
FAAS
14
First Allied Advisory Services
California
$225K 19,950 +500 +3%
Wells Fargo
15
Wells Fargo
California
$199K 17,606 -1,969 -10%
Cohen & Steers
16
Cohen & Steers
New York
$177K 15,694
LPL Financial
17
LPL Financial
California
$167K 14,790 -299 -2%
Bank of America
18
Bank of America
North Carolina
$153K 13,563 -145 -1%
OC
19
Oppenheimer & Co
New York
$144K 12,730 -2,040 -14%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$142K 12,624 +706 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$124K 10,924 -2,541 -19%
Stifel Financial
22
Stifel Financial
Missouri
$120K 10,636 +10,636 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$96K 8,503 +500 +6%
SPIA
24
Steward Partners Investment Advisory
New York
$57K 5,073
AWM
25
Avondale Wealth Management
Texas
$40K 3,579