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 $37.8M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$2.52M
2
Wells Fargo
Wells Fargo
California
$2.71M
3
ICOA
Investment Centers of America
North Dakota
$441K
4
Invesco
Invesco
Georgia
$2.99M
5
VF
Virtu Financial
New York
$352K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.95M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
3
PPA
Parametric Portfolio Associates
Washington
$1.4M
4
GC
Guggenheim Capital
Illinois
$1.83M
5
AAM
Advisors Asset Management
Colorado
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$252K – – –
MML Investors Services
27
MML Investors Services
Massachusetts
$227K – – –
LPT
28
Legacy Private Trust
Wisconsin
$202K – – –
Bank of America
29
Bank of America
North Carolina
$141K +$16.1K +952 +13%
AG
30
Advisor Group
Arizona
$117K +$14.2K +841 +14%
GWM
31
Geneos Wealth Management
Colorado
$93K -$21K -1,250 -18%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$67K -$63K -3,715 -48%
IA
33
IFP Advisors
Florida
$55K – – –
US Bancorp
34
US Bancorp
Minnesota
$34K -$11.9K -700 -26%
Citigroup
35
Citigroup
New York
$20K -$3.48K -209 -15%
EA
36
Edge Advisors
Georgia
$18K – – –
JCM
37
Jacobi Capital Management
Pennsylvania
$11K +$11K +687 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$10K -$22.5K -1,363 -69%
ASN
39
Advisory Services Network
Georgia
$6K +$101 +6 +2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$3K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
– -$742K -46,087 Closed
Creative Planning
43
Creative Planning
Kansas
– -$20K -1,262 Closed
MCIA
44
Mountain Capital Investment Advisors
Colorado
– -$19K -1,189 Closed
MA
45
MUFG Americas
New York
– -$1K -81 Closed
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