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JTA

Nuveen Tax-Advantaged Total Return Strategy Fund

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.8M -$5.76M -422,246 -30%
UBS Group
2
UBS Group
Switzerland
$7.78M +$2.05M +150,525 +34%
SFS
3
Shaker Financial Services
Virginia
$4.52M +$693K +50,745 +17%
Morgan Stanley
4
Morgan Stanley
New York
$3.03M +$127K +9,269 +4%
Cohen & Steers
5
Cohen & Steers
New York
$3.02M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$954K
Baird Financial Group
7
Baird Financial Group
Wisconsin
$560K +$588K +43,035 New
Invesco
8
Invesco
Georgia
$506K +$266K +19,482 +100%
Bank of America
9
Bank of America
North Carolina
$367K +$190K +13,918 +97%
OC
10
Oppenheimer & Co
New York
$312K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$260K +$1.76K +129 +0.6%
GWM
12
Gupta Wealth Management
California
$245K
KIM
13
Karpus Investment Management
New York
$243K +$255K +18,702 New
FAAS
14
First Allied Advisory Services
California
$191K +$39.6K +2,900 +25%
CRC
15
Curi RMB Capital
Illinois
$176K +$185K +13,521 New
LCM
16
Landscape Capital Management
New Jersey
$166K +$174K +12,741 New
SCP
17
Seizert Capital Partners
Michigan
$159K
UR
18
USCA RIA
Texas
$143K +$13.7K +1,000 +10%
WRM
19
Westport Resources Management
Connecticut
$83K +$59.9K +4,386 +219%
WAM
20
Wolverine Asset Management
Illinois
$64K -$678K -49,689 -91%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$53K
Wells Fargo
22
Wells Fargo
California
$50K -$124K -9,054 -70%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$46K +$32.7K +2,397 +215%
Deutsche Bank
24
Deutsche Bank
Germany
$32K
CPA
25
Cowen Prime Advisors
New York
$19K