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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27 hedge funds and large institutions have $37.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.27M
2
Wells Fargo
2
Wells Fargo
California
$1.92M
3
PPA
3
Parametric Portfolio Associates
Washington
$932K
4
LPL Financial
4
LPL Financial
California
$1.29M
5
JWM
5
Jacobus Wealth Management
Wisconsin
$3.96M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$4.95M
2
Invesco
2
Invesco
Georgia
$6.36M
3
UBS Group
3
UBS Group
Switzerland
$7.18M
4
RJA
4
Raymond James & Associates
Florida
$0
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$531K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.18M 453,166 -25,856 -5%
Invesco
2
Invesco
Georgia
$6.36M 401,101 -59,987 -13%
AAM
3
Advisors Asset Management
Colorado
$4.95M 312,432 -271,434 -46%
JWM
4
Jacobus Wealth Management
Wisconsin
$3.96M 249,905 +9,450 +4%
Cohen & Steers
5
Cohen & Steers
New York
$3.41M 214,901 – –
Morgan Stanley
6
Morgan Stanley
New York
$2.56M 161,552 +2,033 +1%
SFS
7
Shaker Financial Services
Virginia
$2.27M 143,032 +143,032 New
Wells Fargo
8
Wells Fargo
California
$1.92M 121,063 +19,052 +19%
LPL Financial
9
LPL Financial
California
$1.29M 82,380 +10,264 +14%
PPA
10
Parametric Portfolio Associates
Washington
$932K 58,811 +10,344 +21%
First Trust Advisors
11
First Trust Advisors
Illinois
$891K 56,194 -452 -0.8%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$531K 33,517 -9,763 -23%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$354K 22,365 +3,225 +17%
MFS
14
MSI Financial Services
Massachusetts
$213K 13,455 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$201K 12,704 +103 +0.8%
Bank of America
16
Bank of America
North Carolina
$189K 11,913 +1,219 +11%
OC
17
Oppenheimer & Co
New York
$168K 10,627 -4,373 -29%
Deutsche Bank
18
Deutsche Bank
Germany
$63K 4,000 -6,790 -63%
AIG
19
American International Group
New York
$39.9K 2,519 – –
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$33K 2,088 -3,068 -60%
KA
21
Klingman & Associates
New York
$32K 2,039 – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$24K 1,526 -982 -39%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$16K 1,000 -523 -34%
DADC
24
D.A. Davidson & Co
Montana
$12K 800 – –
Citigroup
25
Citigroup
New York
$10K 615 -577 -48%
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