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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33 hedge funds and large institutions have $49.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.9M
2
AAM
2
Advisors Asset Management
Colorado
$8.85M
3
Invesco
3
Invesco
Georgia
$7.8M
4
PPA
4
Parametric Portfolio Associates
Washington
$598K
5
Cohen & Steers
5
Cohen & Steers
New York
$3.71M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.54M
2
SFS
2
Shaker Financial Services
Virginia
$1.96M
3
MA
3
MUFG Americas
New York
$1K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$0
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.9M 673,396 +673,396 New
AAM
2
Advisors Asset Management
Colorado
$8.85M 547,929 +42,255 +8%
Invesco
3
Invesco
Georgia
$7.8M 482,649 +37,214 +8%
Morgan Stanley
4
Morgan Stanley
New York
$4.54M 281,116 -54,222 -16%
JWM
5
Jacobus Wealth Management
Wisconsin
$4.44M 275,085 +20,565 +8%
Cohen & Steers
6
Cohen & Steers
New York
$3.71M 229,882 +22,348 +11%
SFS
7
Shaker Financial Services
Virginia
$1.96M 121,402 -33,394 -22%
Wells Fargo
8
Wells Fargo
California
$1.55M 96,240 +8,944 +10%
LPL Financial
9
LPL Financial
California
$1.13M 70,198 +6,578 +10%
First Trust Advisors
10
First Trust Advisors
Illinois
$903K 55,917 +4,333 +8%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$710K 43,980 +5,263 +14%
PPA
12
Parametric Portfolio Associates
Washington
$598K 37,015 +37,015 New
UR
13
USCA RIA
Texas
$436K 27,012 +16,000 +145%
FNBT
14
FineMark National Bank & Trust
Florida
$387K 23,975 – –
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$307K 18,990 -200 -1%
MFS
16
MSI Financial Services
Massachusetts
$220K 13,610 – –
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$210K 13,056 -1,533 -11%
OC
18
Oppenheimer & Co
New York
$205K 12,700 +12,700 New
Deutsche Bank
19
Deutsche Bank
Germany
$196K 12,195 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$164K 10,155 -3,799 -27%
Bank of America
21
Bank of America
North Carolina
$155K 9,588 – –
NPC
22
National Planning Corporation
California
$58.9K 3,800 +3,800 New
AIG
23
American International Group
New York
$40.7K 2,519 +2,000 +385%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$40K 2,508 +1,508 +151%
OIA
25
Optimum Investment Advisors
Illinois
$32K 2,000 -1,930 -49%
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