JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND

Delisted

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

31 hedge funds and large institutions have $45.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
U
1
UBS
Switzerland
$9.86M 637,268 -21,915 -3%
AAM
2
Advisors Asset Management
Colorado
$7.82M 505,674 -198,354 -28%
Invesco
3
Invesco
Georgia
$6.89M 445,435 +108,131 +32%
Morgan Stanley
4
Morgan Stanley
New York
$5.19M 335,338 +24,505 +8%
JWM
5
Jacobus Wealth Management
Wisconsin
$3.94M 254,520 -8,740 -3%
Cohen & Steers
6
Cohen & Steers
New York
$3.21M 207,534
SFS
7
Shaker Financial Services
Virginia
$2.4M 154,796 +114,227 +282%
Wells Fargo
8
Wells Fargo
California
$1.35M 87,296 -58,965 -40%
LPL Financial
9
LPL Financial
California
$972K 63,620 -2,298 -3%
First Trust Advisors
10
First Trust Advisors
Illinois
$798K 51,584 +1,705 +3%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$599K 38,717
FNBT
12
FineMark National Bank & Trust
Florida
$378K 23,975
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$297K 19,190 -4,000 -17%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$226K 14,589 -636 -4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$216K 13,992 -7,520 -35%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$216K 13,954 -1,335 -9%
MFS
17
MSI Financial Services
Massachusetts
$211K 13,610 -455 -3%
RJA
18
Raymond James & Associates
Florida
$201K 12,969 -12,254 -49%
Deutsche Bank
19
Deutsche Bank
Germany
$188K 12,195 -2,105 -15%
UR
20
USCA RIA
Texas
$170K 11,012 +11,012 New
MA
21
MUFG Americas
New York
$157K 10,146 +188 +2%
VKH
22
Virtu KCG Holdings
New York
$157K 10,133 +10,133 New
Bank of America
23
Bank of America
North Carolina
$148K 9,588 -1,000 -9%
OIA
24
Optimum Investment Advisors
Illinois
$61K 3,930
Creative Planning
25
Creative Planning
Kansas
$20K 1,262