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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31 hedge funds and large institutions have $43.4M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.54M
2
U
2
UBS
Switzerland
$6.78M
3
SFS
3
Shaker Financial Services
Virginia
$857K
4
Cohen & Steers
4
Cohen & Steers
New York
$1.43M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.16M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$19.8M
2
UR
2
USCA RIA
Texas
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$196K
4
GC
4
Guggenheim Capital
Illinois
$638K
5
LPL Financial
5
LPL Financial
California
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$19.8M 1,356,085 -49,707 -4%
U
2
UBS
Switzerland
$6.78M 463,723 +58,377 +14%
JWM
3
Jacobus Wealth Management
Wisconsin
$3.68M 251,685 +820 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$2.16M 147,813 +30,618 +26%
WAM
5
Wolverine Asset Management
Illinois
$1.54M 105,426 +77,156 +273%
Cohen & Steers
6
Cohen & Steers
New York
$1.43M 97,936 +31,636 +48%
LPL Financial
7
LPL Financial
California
$1.2M 81,096 -1,863 -2%
SFS
8
Shaker Financial Services
Virginia
$857K 58,638 +45,254 +338%
Wells Fargo
9
Wells Fargo
California
$713K 48,806 +10,144 +26%
GC
10
Guggenheim Capital
Illinois
$638K 43,659 -5,911 -12%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$566K 38,717 – –
First Trust Advisors
12
First Trust Advisors
Illinois
$553K 37,835 +20,745 +121%
CS
13
Credit Suisse
Switzerland
$545K 37,268 -717 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$418K 28,600 +14,300 +100%
DA
15
Doliver Advisors
Texas
$413K 28,279 +28,279 New
COLIM
16
City of London Investment Management
United Kingdom
$362K 24,614 +24,614 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$327K 22,390 +550 +3%
FNBT
18
FineMark National Bank & Trust
Florida
$236K 16,125 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$220K 15,036 -45 -0.3%
VKH
20
Virtu KCG Holdings
New York
$210K 14,361 +14,361 New
MFS
21
MSI Financial Services
Massachusetts
$206K 14,065 +6,535 +87%
PPA
22
Parametric Portfolio Associates
Washington
$196K 13,377 -15,385 -53%
Bank of America
23
Bank of America
North Carolina
$146K 9,963 +1,375 +16%
OIA
24
Optimum Investment Advisors
Illinois
$65K 4,430 +4,430 New
Citigroup
25
Citigroup
New York
$20K 1,373 +1,373 New
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