JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND

Delisted

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

30 hedge funds and large institutions have $49.4M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
10
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$11.5M 704,028 -247,918 -26%
U
2
UBS
Switzerland
$10.7M 659,183 +46,913 +8%
Invesco
3
Invesco
Georgia
$5.5M 337,304 +109,497 +48%
Morgan Stanley
4
Morgan Stanley
New York
$5.07M 310,833 +195,282 +169%
JWM
5
Jacobus Wealth Management
Wisconsin
$4.29M 263,260 -3,825 -1%
Cohen & Steers
6
Cohen & Steers
New York
$3.38M 207,534
Wells Fargo
7
Wells Fargo
California
$2.38M 146,261 +90,885 +164%
LPL Financial
8
LPL Financial
California
$1.07M 65,918 -9,719 -13%
First Trust Advisors
9
First Trust Advisors
Illinois
$813K 49,879 +5,164 +12%
SFS
10
Shaker Financial Services
Virginia
$661K 40,569 -227,828 -85%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$631K 38,717
RJA
12
Raymond James & Associates
Florida
$411K 25,223 +8,800 +54%
FNBT
13
FineMark National Bank & Trust
Florida
$398K 23,975
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$378K 23,190 -1,000 -4%
CA
15
Cornerstone Advisors
North Carolina
$369K 22,622 +4,300 +23%
AQR Capital Management
16
AQR Capital Management
Connecticut
$351K 21,512 +1,819 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$249K 15,289 -212 -1%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$248K 15,225 -1,893 -11%
Deutsche Bank
19
Deutsche Bank
Germany
$233K 14,300
MFS
20
MSI Financial Services
Massachusetts
$229K 14,065
Bank of America
21
Bank of America
North Carolina
$173K 10,588 +457 +5%
MA
22
MUFG Americas
New York
$162K 9,958 +181 +2%
OIA
23
Optimum Investment Advisors
Illinois
$64K 3,930 -500 -11%
Creative Planning
24
Creative Planning
Kansas
$21K 1,262 +1,262 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$16K 1,000