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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41 hedge funds and large institutions have $37M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
15
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.95M
2
KIM
2
Karpus Investment Management
New York
$526K
3
PPA
3
Parametric Portfolio Associates
Washington
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.52M
5
SFS
5
Shaker Financial Services
Virginia
$4.4M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.25M
2
CRC
2
Curi RMB Capital
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$1.66M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
JWM
5
Jacobus Wealth Management
Wisconsin
$2.33M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.77M 493,933 -18,064 -4%
SFS
2
Shaker Financial Services
Virginia
$4.4M 321,452 +24,772 +8%
Invesco
3
Invesco
Georgia
$4.17M 304,061 -17,648 -5%
Morgan Stanley
4
Morgan Stanley
New York
$2.52M 184,172 +28,326 +18%
Cohen & Steers
5
Cohen & Steers
New York
$2.52M 183,827 -21,291 -10%
JWM
6
Jacobus Wealth Management
Wisconsin
$2.33M 169,941 -26,209 -13%
AAM
7
Advisors Asset Management
Colorado
$2.25M 164,347 -95,159 -37%
WAM
8
Wolverine Asset Management
Illinois
$1.95M 142,286 +97,805 +220%
LPL Financial
9
LPL Financial
California
$1.66M 122,258 -44,199 -27%
Wells Fargo
10
Wells Fargo
California
$1.41M 103,024 -11,897 -10%
PPA
11
Parametric Portfolio Associates
Washington
$1.16M 84,358 +30,455 +56%
First Trust Advisors
12
First Trust Advisors
Illinois
$751K 54,821 +586 +1%
GC
13
Guggenheim Capital
Illinois
$657K 47,961 +14,389 +43%
KIM
14
Karpus Investment Management
New York
$526K 38,362 +38,362 New
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$459K 33,517 – –
DA
16
Doliver Advisors
Texas
$438K 31,950 +12,412 +64%
Bank of America
17
Bank of America
North Carolina
$431K 31,397 +18,226 +138%
LCM
18
Landscape Capital Management
New Jersey
$307K 22,431 +3,202 +17%
FNBT
19
FineMark National Bank & Trust
Florida
$300K 21,381 +481 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$290K 21,165 +980 +5%
OC
21
Oppenheimer & Co
New York
$250K 18,282 +6,416 +54%
TCM
22
Telos Capital Management
California
$228K 16,648 +16,648 New
MFS
23
MSI Financial Services
Massachusetts
$193K 14,100 -10,000 -41%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$191K 13,967 +900 +7%
PFS
25
Prospera Financial Services
Texas
$154K 11,250 +11,250 New
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