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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

JTD was delisted on the 19th of November, 2021.

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28 hedge funds and large institutions have $40M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2013 Q2 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$20.9M +$21.7M +1,405,792 New
U
2
UBS
Switzerland
$6.03M +$6.25M +405,346 New
JWM
3
Jacobus Wealth Management
Wisconsin
$3.73M +$3.87M +250,865 New
Morgan Stanley
4
Morgan Stanley
New York
$1.74M +$1.81M +117,195 New
LPL Financial
5
LPL Financial
California
$1.23M +$1.28M +82,959 New
Cohen & Steers
6
Cohen & Steers
New York
$987K +$1.02M +66,300 New
GC
7
Guggenheim Capital
Illinois
$737K +$764K +49,570 New
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$576K +$597K +38,717 New
Wells Fargo
9
Wells Fargo
California
$575K +$596K +38,662 New
CS
10
Credit Suisse
Switzerland
$565K +$586K +37,985 New
PPA
11
Parametric Portfolio Associates
Washington
$428K +$443K +28,762 New
WAM
12
Wolverine Asset Management
Illinois
$420K +$436K +28,270 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$325K +$337K +21,840 New
UR
14
USCA RIA
Texas
$266K +$276K +17,888 New
First Trust Advisors
15
First Trust Advisors
Illinois
$254K +$263K +17,090 New
FNBT
16
FineMark National Bank & Trust
Florida
$244K +$249K +16,125 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$224K +$232K +15,081 New
Deutsche Bank
18
Deutsche Bank
Germany
$212K +$220K +14,300 New
SFS
19
Shaker Financial Services
Virginia
$199K +$206K +13,384 New
Bank of America
20
Bank of America
North Carolina
$128K +$132K +8,588 New
MFS
21
MSI Financial Services
Massachusetts
$112K +$116K +7,530 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$15K +$15.4K +1,000 New
MA
23
MUFG Americas
New York
$13K +$13K +842 New
AIA
24
Alerus Investment Advisors
Minnesota
$12K +$12.3K +800 New
AIG
25
American International Group
New York
$1.77K +$1.83K +119 New
1
2

JTD Hedge Fund Activity: Q2 2013 in Review

28 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) for Q2 2013, worth a combined $40M.

Buyers outnumbered sellers: 28 funds opened new JTD positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

  • 28 institutional investors held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $40M of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND stock for Q2 2013.
  • 28 funds opened new NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND positions in Q2 2013 and 0 closed out, a net change of +28 holders.

Based on aggregated 13F filings for Q2 2013.