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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53 hedge funds and large institutions have $43.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
13
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.49M
2
UBS Group
UBS Group
Switzerland
$5.31M
3
PPA
Parametric Portfolio Associates
Washington
$392K
4
PFS
Prospera Financial Services
Texas
$334K
5
CCP
Clough Capital Partners
Massachusetts
$695K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.69M
2
WAM
Wolverine Asset Management
Illinois
$1.83M
3
CA
Cornerstone Advisors
North Carolina
$2.06M
4
CRC
Curi RMB Capital
Illinois
$509K
5
Wells Fargo
Wells Fargo
California
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$392K +$392K +25,925 New
QC
27
Quantedge Capital
Singapore
$390K -$1.51K -100 -0.4%
KAS
28
Kestra Advisory Services
Texas
$378K +$11.9K +787 +3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$364K -$1.59K -105 -0.4%
9WM
30
9258 Wealth Management
Ohio
$359K -$10.6K -701 -3%
PFS
31
Prospera Financial Services
Texas
$334K +$334K +22,075 New
SPC
32
Sigma Planning Corp
Michigan
$319K -$8.44K -558 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$303K +$17.2K +1,138 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$285K – – –
SWM
35
Spire Wealth Management
Virginia
$239K +$239K +15,786 New
DWM
36
Darwin Wealth Management
Florida
$211K – – –
Mariner
37
Mariner
Kansas
$209K +$209K +13,857 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$204K +$204K +13,500 New
DADC
39
D.A. Davidson & Co
Montana
$184K +$184K +12,151 New
HCM
40
Hollencrest Capital Management
California
$159K – – –
Ameriprise
41
Ameriprise
Minnesota
$156K +$156K +10,350 New
TFS
42
TrustCore Financial Services
Tennessee
$130K – – –
GWM
43
Geneos Wealth Management
Colorado
$97K – – –
S
44
SignatureFD
Georgia
$38K – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$35K +$35K +2,300 New
SPIA
46
Steward Partners Investment Advisory
New York
$30.2K +$30.2K +2,000 New
PB
47
Pinnacle Bancorp
Nebraska
$29K – – –
IAIM
48
International Assets Investment Management
Florida
$28K – – –
AIC
49
Ameritas Investment Company
Nebraska
$23.4K +$23.4K +1,550 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$17K +$17K +1,146 New
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