JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Overview Fund Activity
Delisted

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

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27 hedge funds and large institutions have $37.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.27M
2
Wells Fargo
2
Wells Fargo
California
$1.92M
3
PPA
3
Parametric Portfolio Associates
Washington
$932K
4
LPL Financial
4
LPL Financial
California
$1.29M
5
JWM
5
Jacobus Wealth Management
Wisconsin
$3.96M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$4.95M
2
Invesco
2
Invesco
Georgia
$6.36M
3
UBS Group
3
UBS Group
Switzerland
$7.18M
4
RJA
4
Raymond James & Associates
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
BKA
26
Brick & Kyle Associates
Pennsylvania
$10K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$3K – – –
RJA
28
Raymond James & Associates
Florida
– -$202K -12,649 Closed
Creative Planning
29
Creative Planning
Kansas
– -$20K -1,262 Closed
MA
30
MUFG Americas
New York
– -$1K -45 Closed
1
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