JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

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

27 hedge funds and large institutions have $30.3M invested in Nuveen Tax-Advantaged Total Return Strategy Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.58M 862,008 +15,485 +2%
HBCM
2
Heron Bay Capital Management
Michigan
$6.09M 547,699 -34,626 -6%
Morgan Stanley
3
Morgan Stanley
New York
$5M 449,633 +11,530 +3%
RJA
4
Raymond James & Associates
Florida
$1.1M 99,274 +1,570 +2%
SFS
5
Shaker Financial Services
Virginia
$953K 85,812 -125,902 -59%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$944K 85,005 +85,005 New
Bank of America
7
Bank of America
North Carolina
$922K 82,970 -590 -0.7%
PPA
8
Parametric Portfolio Associates
Washington
$754K 67,854 +68 +0.1%
Invesco
9
Invesco
Georgia
$743K 66,904 +32,691 +96%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$620K 55,900 -1,324 -2%
LPL Financial
11
LPL Financial
California
$507K 45,663 +3,572 +8%
COLIM
12
City of London Investment Management
United Kingdom
$494K 44,562
GC
13
Guggenheim Capital
Illinois
$292K 26,267 +11,372 +76%
SCM
14
Saba Capital Management
New York
$285K 25,634 +25,634 New
Comerica Bank
15
Comerica Bank
Texas
$253K 21,345
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$240K 21,600 +9,200 +74%
Creative Planning
17
Creative Planning
Kansas
$230K 20,696
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$223K 20,028 -3,825 -16%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$221K 19,850
Stifel Financial
20
Stifel Financial
Missouri
$211K 18,995 -9,783 -34%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$200K 18,015 -763 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$151K 13,649 +1,260 +10%
Wells Fargo
23
Wells Fargo
California
$149K 13,384 -1 -0%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$45K 4,080 +3,630 +807%
FIA
25
FNY Investment Advisers
New York
$33K 3,002 +3,002 New