JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

JTA was delisted on the 19th of November, 2021.

32 hedge funds and large institutions have $17.4M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.73M 812,889 +27,406 +3%
SFS
2
Shaker Financial Services
Virginia
$3.81M 540,961 -63,997 -11%
Morgan Stanley
3
Morgan Stanley
New York
$2.8M 397,644 -24,364 -6%
Invesco
4
Invesco
Georgia
$807K 114,523 +38,589 +51%
AAM
5
Advisors Asset Management
Colorado
$731K 103,650 +13,089 +14%
WAM
6
Wolverine Asset Management
Illinois
$505K 71,762 +50,626 +240%
GC
7
Guggenheim Capital
Illinois
$410K 58,146 -2,249 -4%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$317K 44,900 +3,600 +9%
RJA
9
Raymond James & Associates
Florida
$269K 38,197 +250 +0.7%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$233K 32,981 -512 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$224K 31,804 -1,898 -6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$185K 26,175 +26,175 New
FAAS
13
First Allied Advisory Services
California
$148K 20,950 +1,000 +5%
Creative Planning
14
Creative Planning
Kansas
$146K 20,696
Goldman Sachs
15
Goldman Sachs
New York
$124K 17,532 +17,532 New
OC
16
Oppenheimer & Co
New York
$118K 16,651 +4,000 +32%
LPL Financial
17
LPL Financial
California
$109K 15,519 +166 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$99K 14,001 +1,269 +10%
Wells Fargo
19
Wells Fargo
California
$96K 13,690 -4,677 -25%
LCM
20
Landscape Capital Management
New Jersey
$94K 13,327 -6,533 -33%
Bank of America
21
Bank of America
North Carolina
$92K 13,063 -400 -3%
CCP
22
Clough Capital Partners
Massachusetts
$76K 10,730 -1,370 -11%
Stifel Financial
23
Stifel Financial
Missouri
$76K 10,736 -150 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$58K 8,178 +8,178 New
SPIA
25
Steward Partners Investment Advisory
New York
$35K 5,073