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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42 hedge funds and large institutions have $34.3M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$1.81M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$742K
3
AWM
AE Wealth Management
Kansas
$427K
4
RJA
Raymond James & Associates
Florida
$600K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$277K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$717K
2
LCM
Laurion Capital Management
New York
$0
3
Invesco
Invesco
Georgia
$2.47M
4
LPL Financial
LPL Financial
California
$520K
5
UBS Group
UBS Group
Switzerland
$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$193K – – –
DWM
27
Darwin Wealth Management
Florida
$191K +$191K +11,860 New
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$123K – – –
Bank of America
29
Bank of America
North Carolina
$120K -$10K -619 -8%
GWM
30
Geneos Wealth Management
Colorado
$109K – – –
AG
31
Advisor Group
Arizona
$99K +$32.3K +1,994 +48%
IA
32
IFP Advisors
Florida
$53K – – –
US Bancorp
33
US Bancorp
Minnesota
$43K +$31.9K +2,000 +286%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$32K – – –
Citigroup
35
Citigroup
New York
$23K +$473 +29 +2%
Creative Planning
36
Creative Planning
Kansas
$20K – – –
MCIA
37
Mountain Capital Investment Advisors
Colorado
$19K +$19K +1,189 New
EA
38
Edge Advisors
Georgia
$17K – – –
ASN
39
Advisory Services Network
Georgia
$6K +$137 +8 +2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$3K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
MA
42
MUFG Americas
New York
$1K – – –
LCM
43
Laurion Capital Management
New York
– -$1.75M -117,325 Closed
PFS
44
Prospera Financial Services
Texas
– -$183K -12,250 Closed
WAM
45
Wolverine Asset Management
Illinois
– -$69K -4,636 Closed
BKA
46
Brick & Kyle Associates
Pennsylvania
– -$9K -600 Closed
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