JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND

Delisted

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

35 hedge funds and large institutions have $51.5M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
17
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$14.6M 951,946 -210,382 -18%
U
2
UBS
Switzerland
$9.37M 612,270 +33,314 +6%
SFS
3
Shaker Financial Services
Virginia
$4.11M 268,397 +37,871 +16%
JWM
4
Jacobus Wealth Management
Wisconsin
$4.09M 267,085 +38,510 +17%
Invesco
5
Invesco
Georgia
$3.49M 227,807 +102,815 +82%
Cohen & Steers
6
Cohen & Steers
New York
$3.18M 207,534 +59,618 +40%
WAM
7
Wolverine Asset Management
Illinois
$2.17M 141,712 -1,401 -1%
Morgan Stanley
8
Morgan Stanley
New York
$1.77M 115,551 -40,946 -26%
LPL Financial
9
LPL Financial
California
$1.16M 75,637 +1,500 +2%
DA
10
Doliver Advisors
Texas
$868K 56,728 +10,631 +23%
Wells Fargo
11
Wells Fargo
California
$847K 55,376 +1,692 +3%
First Trust Advisors
12
First Trust Advisors
Illinois
$684K 44,715 +4,950 +12%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$593K 38,717
CS
14
Credit Suisse
Switzerland
$549K 35,860 +851 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$370K 24,190 +2,200 +10%
FNBT
16
FineMark National Bank & Trust
Florida
$367K 23,975 -665 -3%
GC
17
Guggenheim Capital
Illinois
$362K 23,627 -15,016 -39%
COLIM
18
City of London Investment Management
United Kingdom
$345K 22,300 -1,974 -8%
AQR Capital Management
19
AQR Capital Management
Connecticut
$301K 19,693 +19,693 New
CA
20
Cornerstone Advisors
North Carolina
$280K 18,322 +18,322 New
TC
21
TFS Capital
Pennsylvania
$271K 17,711 +17,711 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$262K 17,118 +8,218 +92%
RJA
23
Raymond James & Associates
Florida
$251K 16,423 +16,423 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$237K 15,501 +1,659 +12%
Deutsche Bank
25
Deutsche Bank
Germany
$218K 14,300