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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47 hedge funds and large institutions have $39.8M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
24
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.04M
2
SCM
Saba Capital Management
New York
$988K
3
Bank of America
Bank of America
North Carolina
$1.78M
4
Morgan Stanley
Morgan Stanley
New York
$3.07M
5
GC
Guggenheim Capital
Illinois
$2.86M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$0
2
CA
Cornerstone Advisors
North Carolina
$853K
3
SFS
Shaker Financial Services
Virginia
$3.7M
4
AA
AQR Arbitrage
Connecticut
$0
5
BFA
Brendel Financial Advisors
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$338K +$745 +47 +0.2%
MML Investors Services
27
MML Investors Services
Massachusetts
$299K – – –
DADC
28
D.A. Davidson & Co
Montana
$289K +$23.8K +1,500 +9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$279K -$40.6K -2,559 -13%
PFS
30
Prospera Financial Services
Texas
$253K +$11K +691 +5%
SWM
31
Spire Wealth Management
Virginia
$250K – – –
Truist Financial
32
Truist Financial
North Carolina
$231K +$174 +11 +0.1%
DWM
33
Darwin Wealth Management
Florida
$230K +$4.14K +261 +2%
Mariner
34
Mariner
Kansas
$225K +$5.28K +333 +2%
1CP
35
1607 Capital Partners
Virginia
$202K – – –
IWC
36
Integrated Wealth Concepts
Massachusetts
$190K – – –
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$180K +$180K +11,375 New
HCM
38
Hollencrest Capital Management
California
$167K – – –
TFS
39
TrustCore Financial Services
Tennessee
$136K – – –
HA
40
Herold Advisors
New York
$102K +$102K +6,458 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$96.6K +$96.6K +6,100 New
GWM
42
Geneos Wealth Management
Colorado
$87K – – –
APA
43
American Portfolios Advisors
New York
$56.2K +$47.5K +3,000 +545%
CWC
44
Carolinas Wealth Consulting
North Carolina
$40K +$40K +2,477 New
FIA
45
FNY Investment Advisers
New York
$31K +$31K +2,000 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$18K +$324 +21 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$5K – – –
SIA
48
Sit Investment Associates
Minnesota
– -$847K -52,688 Closed
AA
49
AQR Arbitrage
Connecticut
– -$373K -23,181 Closed
BFA
50
Brendel Financial Advisors
New Hampshire
– -$60K -3,737 Closed
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