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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29 hedge funds and large institutions have $29.3M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.09M
3
LCM
3
Landscape Capital Management
New Jersey
$240K
4
Mariner
4
Mariner
Kansas
$213K
5
CCP
5
Clough Capital Partners
Massachusetts
$146K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$7.3M
2
GC
2
Guggenheim Capital
Illinois
$729K
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
WAM
5
Wolverine Asset Management
Illinois
$255K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.48M 785,483 +126,109 +19%
SFS
2
Shaker Financial Services
Virginia
$7.3M 604,958 -170,868 -22%
Morgan Stanley
3
Morgan Stanley
New York
$5.09M 422,008 +54,816 +15%
AAM
4
Advisors Asset Management
Colorado
$1.09M 90,561 +8,578 +10%
Invesco
5
Invesco
Georgia
$917K 75,934 -333 -0.4%
GC
6
Guggenheim Capital
Illinois
$729K 60,395 -64,583 -52%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$498K 41,300 -200 -0.5%
RJA
8
Raymond James & Associates
Florida
$458K 37,947 -2,963 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$407K 33,702 +1,196 +4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$404K 33,493 +4,250 +15%
COLIM
11
City of London Investment Management
United Kingdom
$263K 21,805 – –
WAM
12
Wolverine Asset Management
Illinois
$255K 21,136 -7,560 -26%
Creative Planning
13
Creative Planning
Kansas
$250K 20,696 – –
FAAS
14
First Allied Advisory Services
California
$240K 19,950 – –
LCM
15
Landscape Capital Management
New Jersey
$240K 19,860 +19,860 New
Wells Fargo
16
Wells Fargo
California
$222K 18,367 +761 +4%
Mariner
17
Mariner
Kansas
$213K 17,663 +17,663 New
LPL Financial
18
LPL Financial
California
$185K 15,353 +563 +4%
Bank of America
19
Bank of America
North Carolina
$162K 13,463 -100 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$154K 12,732 +1,808 +17%
OC
21
Oppenheimer & Co
New York
$153K 12,651 -79 -0.6%
CCP
22
Clough Capital Partners
Massachusetts
$146K 12,100 +12,100 New
Stifel Financial
23
Stifel Financial
Missouri
$131K 10,886 +250 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$111K 9,178 +675 +8%
SPIA
25
Steward Partners Investment Advisory
New York
$61K 5,073 – –
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