JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

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

28 hedge funds and large institutions have $18.6M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.32M 660,072 -152,817 -19%
Morgan Stanley
2
Morgan Stanley
New York
$3.62M 448,746 +51,102 +13%
SFS
3
Shaker Financial Services
Virginia
$3.47M 431,005 -109,956 -20%
WAM
4
Wolverine Asset Management
Illinois
$1.29M 160,569 +88,807 +124%
Invesco
5
Invesco
Georgia
$840K 104,277 -10,246 -9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$609K 75,619 +75,619 New
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$377K 46,800 +1,900 +4%
COLIM
8
City of London Investment Management
United Kingdom
$358K 44,562 +44,562 New
RJA
9
Raymond James & Associates
Florida
$309K 38,279 +82 +0.2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$255K 31,609 -195 -0.6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$227K 28,198 -4,783 -15%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$226K 28,000 +1,825 +7%
AAM
13
Advisors Asset Management
Colorado
$225K 27,894 -75,756 -73%
FAAS
14
First Allied Advisory Services
California
$177K 21,950 +1,000 +5%
Creative Planning
15
Creative Planning
Kansas
$167K 20,696
DA
16
Doliver Advisors
Texas
$155K 19,216 +19,216 New
LPL Financial
17
LPL Financial
California
$145K 18,029 +2,510 +16%
LCM
18
Landscape Capital Management
New Jersey
$143K 17,731 +4,404 +33%
Goldman Sachs
19
Goldman Sachs
New York
$138K 17,132 -400 -2%
Wells Fargo
20
Wells Fargo
California
$136K 16,818 +3,128 +23%
OC
21
Oppenheimer & Co
New York
$116K 14,390 -2,261 -14%
Bank of America
22
Bank of America
North Carolina
$108K 13,363 +300 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$65K 8,138 -5,863 -42%
Osaic Holdings
24
Osaic Holdings
Arizona
$50K 6,228 -1,950 -24%
SPIA
25
Steward Partners Investment Advisory
New York
$41K 5,073