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 $33.6M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.02M
2
WAM
2
Wolverine Asset Management
Illinois
$711K
3
FNBT
3
FineMark National Bank & Trust
Florida
$289K
4
CRC
4
Curi RMB Capital
Illinois
$273K
5
DA
5
Doliver Advisors
Texas
$204K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.75M
2
AAM
2
Advisors Asset Management
Colorado
$3.85M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.77M
4
JWM
4
Jacobus Wealth Management
Wisconsin
$3.25M
5
KA
5
Klingman & Associates
New York
$27K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.13M 454,052 +886 +0.2%
Invesco
2
Invesco
Georgia
$4.75M 351,772 -49,329 -12%
AAM
3
Advisors Asset Management
Colorado
$3.85M 284,870 -27,562 -9%
JWM
4
Jacobus Wealth Management
Wisconsin
$3.25M 240,880 -9,025 -4%
SFS
5
Shaker Financial Services
Virginia
$3.02M 223,598 +80,566 +56%
Cohen & Steers
6
Cohen & Steers
New York
$2.77M 205,118 -9,783 -5%
Morgan Stanley
7
Morgan Stanley
New York
$2.22M 164,460 +2,908 +2%
Wells Fargo
8
Wells Fargo
California
$1.68M 124,553 +3,490 +3%
LPL Financial
9
LPL Financial
California
$1.16M 82,584 +204 +0.2%
PPA
10
Parametric Portfolio Associates
Washington
$798K 59,036 +225 +0.4%
First Trust Advisors
11
First Trust Advisors
Illinois
$777K 57,513 +1,319 +2%
WAM
12
Wolverine Asset Management
Illinois
$711K 52,676 +52,676 New
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$453K 33,517 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$332K 24,590 +2,225 +10%
FNBT
15
FineMark National Bank & Trust
Florida
$289K 20,900 +20,900 New
CRC
16
Curi RMB Capital
Illinois
$273K 20,195 +20,195 New
DA
17
Doliver Advisors
Texas
$204K 15,082 +15,082 New
MFS
18
MSI Financial Services
Massachusetts
$182K 13,455 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$173K 12,812 +108 +0.9%
Bank of America
20
Bank of America
North Carolina
$164K 12,116 +203 +2%
OC
21
Oppenheimer & Co
New York
$161K 11,890 +1,263 +12%
Deutsche Bank
22
Deutsche Bank
Germany
$54K 4,000 – –
AIG
23
American International Group
New York
$34K 2,519 – –
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$28K 2,088 – –
KA
25
Klingman & Associates
New York
– – -2,039 Closed
1
2