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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41 hedge funds and large institutions have $37M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
15
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$1.95M
2
KIM
Karpus Investment Management
New York
$526K
3
PPA
Parametric Portfolio Associates
Washington
$1.16M
4
Morgan Stanley
Morgan Stanley
New York
$2.52M
5
SFS
Shaker Financial Services
Virginia
$4.4M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$2.25M
2
CRC
Curi RMB Capital
Illinois
$0
3
LPL Financial
LPL Financial
California
$1.66M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
JWM
Jacobus Wealth Management
Wisconsin
$2.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TFS Capital
Pennsylvania
$141K +$141K +10,276 New
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$117K -$11.6K -845 -9%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$94K +$65.5K +4,800 +230%
GWM
29
Geneos Wealth Management
Colorado
$76K +$76K +5,530 New
WRM
30
Westport Resources Management
Connecticut
$53K -$13.9K -1,008 -21%
AIG
31
American International Group
New York
$35K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$34K -$20.4K -1,500 -38%
KA
33
Klingman & Associates
New York
$28K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$25K +$520 +38 +2%
NFG
35
Next Financial Group
Texas
$24K – – –
Creative Planning
36
Creative Planning
Kansas
$17K – – –
AIM
37
Acrospire Investment Management
Illinois
$15K +$15K +1,100 New
BKA
38
Brick & Kyle Associates
Pennsylvania
$8K – – –
AIM
39
Arcadia Investment Management
Michigan
$7K – – –
Citigroup
40
Citigroup
New York
$5K +$5K +341 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$2K – – –
CRC
42
Curi RMB Capital
Illinois
– -$633K -45,484 Closed
SG Americas Securities
43
SG Americas Securities
New York
– -$370K -26,579 Closed
Squarepoint
44
Squarepoint
New York
– -$224K -16,100 Closed
IA
45
IFP Advisors
Florida
– -$46K -3,272 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
– -$14K -1,000 Closed
AIA
47
Allegis Investment Advisors
Idaho
– -$1K -100 Closed
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