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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31 hedge funds and large institutions have $19.5M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
7
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.16M
2
WAM
2
Wolverine Asset Management
Illinois
$1.76M
3
Cerity Partners
3
Cerity Partners
New York
$443K
4
CRC
4
Curi RMB Capital
Illinois
$260K
5
Bank of America
5
Bank of America
North Carolina
$260K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.26M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Invesco
4
Invesco
Georgia
$769K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$186K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.44M 679,098 +19,026 +3%
Morgan Stanley
2
Morgan Stanley
New York
$3.58M 447,440 -1,306 -0.3%
SFS
3
Shaker Financial Services
Virginia
$2.26M 282,264 -148,741 -35%
WAM
4
Wolverine Asset Management
Illinois
$1.76M 219,927 +59,358 +37%
CA
5
Cornerstone Advisors
North Carolina
$1.16M 145,301 +145,301 New
Invesco
6
Invesco
Georgia
$769K 96,035 -8,242 -8%
Cerity Partners
7
Cerity Partners
New York
$443K 55,299 +55,299 New
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$415K 50,900 +4,100 +9%
COLIM
9
City of London Investment Management
United Kingdom
$356K 44,562 – –
RJA
10
Raymond James & Associates
Florida
$286K 35,719 -2,560 -7%
Bank of America
11
Bank of America
North Carolina
$260K 32,435 +19,072 +143%
CRC
12
Curi RMB Capital
Illinois
$260K 32,429 +32,429 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$252K 31,520 -89 -0.3%
LPL Financial
14
LPL Financial
California
$236K 29,489 +11,460 +64%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$226K 28,163 -35 -0.1%
AAM
16
Advisors Asset Management
Colorado
$219K 27,357 -537 -2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$186K 23,273 -4,727 -17%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$171K 21,419 +13,281 +163%
Creative Planning
19
Creative Planning
Kansas
$166K 20,696 – –
FAAS
20
First Allied Advisory Services
California
$159K 19,850 -2,100 -10%
DA
21
Doliver Advisors
Texas
$158K 19,695 +479 +2%
LCM
22
Landscape Capital Management
New Jersey
$142K 17,731 – –
Comerica Bank
23
Comerica Bank
Texas
$142K 17,352 +17,352 New
AA
24
AQR Arbitrage
Connecticut
$127K 15,866 +15,866 New
Wells Fargo
25
Wells Fargo
California
$112K 14,049 -2,769 -16%
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