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 $31.8M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.89M 846,523 +89,059 +12%
HBCM
2
Heron Bay Capital Management
Michigan
$6.8M 582,325 -7,207 -1%
Morgan Stanley
3
Morgan Stanley
New York
$5.12M 438,103 -47,721 -10%
SFS
4
Shaker Financial Services
Virginia
$2.47M 211,714 -40,417 -16%
RJA
5
Raymond James & Associates
Florida
$1.14M 97,704 +10,570 +12%
Bank of America
6
Bank of America
North Carolina
$976K 83,560 -22,754 -21%
PPA
7
Parametric Portfolio Associates
Washington
$792K 67,786 -1,728 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$668K 57,224 +4,299 +8%
COLIM
9
City of London Investment Management
United Kingdom
$520K 44,562
LPL Financial
10
LPL Financial
California
$492K 42,091 +60 +0.1%
Invesco
11
Invesco
Georgia
$400K 34,213 -4,180 -11%
Stifel Financial
12
Stifel Financial
Missouri
$336K 28,778 +11,318 +65%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$279K 23,853 -1,175 -5%
Comerica Bank
14
Comerica Bank
Texas
$245K 21,345
Creative Planning
15
Creative Planning
Kansas
$242K 20,696
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$232K 19,850
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$219K 18,778 +51 +0.3%
AA
18
AQR Arbitrage
Connecticut
$192K 16,424 -10,853 -40%
GC
19
Guggenheim Capital
Illinois
$174K 14,895 +14,895 New
Wells Fargo
20
Wells Fargo
California
$157K 13,385 -5,912 -31%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$145K 12,400 -18,800 -60%
Osaic Holdings
22
Osaic Holdings
Arizona
$145K 12,389 +3,364 +37%
ASN
23
Advisory Services Network
Georgia
$63K 5,384 +5,384 New
SPIA
24
Steward Partners Investment Advisory
New York
$59K 5,034 +5,034 New
WWM
25
Wolff Wiese Magana
California
$27K 2,280