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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40 hedge funds and large institutions have $37.7M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.28M
2
SFS
2
Shaker Financial Services
Virginia
$4.13M
3
UBS Group
3
UBS Group
Switzerland
$7.12M
4
GC
4
Guggenheim Capital
Illinois
$467K
5
SG Americas Securities
5
SG Americas Securities
New York
$370K

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$2.73M
2
Invesco
2
Invesco
Georgia
$4.48M
3
AAM
3
Advisors Asset Management
Colorado
$3.61M
4
Wells Fargo
4
Wells Fargo
California
$1.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$7.12M 511,997 +57,945 +13%
Invesco
2
Invesco
Georgia
$4.48M 321,709 -30,063 -9%
SFS
3
Shaker Financial Services
Virginia
$4.13M 296,680 +73,082 +33%
AAM
4
Advisors Asset Management
Colorado
$3.61M 259,506 -25,364 -9%
Cohen & Steers
5
Cohen & Steers
New York
$2.85M 205,118 – –
JWM
6
Jacobus Wealth Management
Wisconsin
$2.73M 196,150 -44,730 -19%
LPL Financial
7
LPL Financial
California
$2.28M 166,457 +83,873 +102%
Morgan Stanley
8
Morgan Stanley
New York
$2.17M 155,846 -8,614 -5%
Wells Fargo
9
Wells Fargo
California
$1.6M 114,921 -9,632 -8%
First Trust Advisors
10
First Trust Advisors
Illinois
$754K 54,235 -3,278 -6%
PPA
11
Parametric Portfolio Associates
Washington
$750K 53,903 -5,133 -9%
CRC
12
Curi RMB Capital
Illinois
$633K 45,484 +25,289 +125%
WAM
13
Wolverine Asset Management
Illinois
$618K 44,481 -8,195 -16%
GC
14
Guggenheim Capital
Illinois
$467K 33,572 +33,572 New
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$466K 33,517 – –
SG Americas Securities
16
SG Americas Securities
New York
$370K 26,579 +26,579 New
MFS
17
MSI Financial Services
Massachusetts
$335K 24,100 +10,645 +79%
FNBT
18
FineMark National Bank & Trust
Florida
$297K 20,900 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$281K 20,185 -4,405 -18%
DA
20
Doliver Advisors
Texas
$272K 19,538 +4,456 +30%
LCM
21
Landscape Capital Management
New Jersey
$267K 19,229 +19,229 New
Squarepoint
22
Squarepoint
New York
$224K 16,100 +16,100 New
Bank of America
23
Bank of America
North Carolina
$183K 13,171 +1,055 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$182K 13,067 +255 +2%
OC
25
Oppenheimer & Co
New York
$165K 11,866 -24 -0.2%
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