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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
UBS Group
1
UBS Group
Switzerland
$7.22M +$491K +45,961 +8%
AAM
2
Advisors Asset Management
Colorado
$4.91M -$1.45M -135,283 -24%
SFS
3
Shaker Financial Services
Virginia
$4.83M +$138K +12,894 +3%
Morgan Stanley
4
Morgan Stanley
New York
$2.96M -$220K -20,543 -7%
Cohen & Steers
5
Cohen & Steers
New York
$2.47M -$140K -13,048 -6%
WAM
6
Wolverine Asset Management
Illinois
$2.1M +$110K +10,261 +6%
LCM
7
Landscape Capital Management
New Jersey
$582K +$49K +4,586 +10%
PPA
8
Parametric Portfolio Associates
Washington
$581K +$550K +51,452 New
DA
9
Doliver Advisors
Texas
$555K +$355K +33,228 +209%
Invesco
10
Invesco
Georgia
$553K -$27.6K -2,582 -5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$475K +$25.8K +2,408 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$389K
GC
13
Guggenheim Capital
Illinois
$334K +$107K +9,998 +51%
BFM
14
Boothbay Fund Management
New York
$272K +$258K +24,148 New
Stifel Financial
15
Stifel Financial
Missouri
$269K -$164K -15,357 -39%
OC
16
Oppenheimer & Co
New York
$251K -$16.8K -1,567 -7%
Bank of America
17
Bank of America
North Carolina
$217K -$84.5K -7,900 -29%
GWM
18
Gupta Wealth Management
California
$213K
KIM
19
Karpus Investment Management
New York
$195K -$6.42K -600 -3%
Wells Fargo
20
Wells Fargo
California
$170K +$98.5K +9,214 +157%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$159K -$39.3K -3,673 -21%
LPL Financial
22
LPL Financial
California
$155K +$1.07K +100 +0.7%
SCP
23
Seizert Capital Partners
Michigan
$138K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$60K +$28.1K +2,631 +99%
WRM
25
Westport Resources Management
Connecticut
$53K -$4.82K -451 -9%