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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38 hedge funds and large institutions have $31.2M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
7
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.37M
2
AAM
2
Advisors Asset Management
Colorado
$2.87M
3
RJA
3
Raymond James & Associates
Florida
$185K
4
CA
4
Cetera Advisors
Colorado
$169K
5
Cohen & Steers
5
Cohen & Steers
New York
$2.75M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$5K
2
SFS
2
Shaker Financial Services
Virginia
$2.84M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
LPL Financial
4
LPL Financial
California
$884K
5
UBS Group
5
UBS Group
Switzerland
$6.21M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.21M 434,048 -59,885 -12%
Invesco
2
Invesco
Georgia
$4.17M 291,468 -12,593 -4%
AAM
3
Advisors Asset Management
Colorado
$2.87M 200,673 +36,326 +22%
SFS
4
Shaker Financial Services
Virginia
$2.84M 198,232 -123,220 -38%
Cohen & Steers
5
Cohen & Steers
New York
$2.75M 192,319 +8,492 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.66M 185,890 +1,718 +0.9%
JWM
7
Jacobus Wealth Management
Wisconsin
$2.13M 148,745 -21,196 -12%
Wells Fargo
8
Wells Fargo
California
$1.48M 103,398 +374 +0.4%
GC
9
Guggenheim Capital
Illinois
$1.37M 96,059 +48,098 +100%
LPL Financial
10
LPL Financial
California
$884K 61,342 -60,916 -50%
First Trust Advisors
11
First Trust Advisors
Illinois
$766K 53,543 -1,278 -2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$479K 33,517 – –
KIM
13
Karpus Investment Management
New York
$362K 25,337 -13,025 -34%
Bank of America
14
Bank of America
North Carolina
$304K 21,233 -10,164 -32%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$297K 20,745 -420 -2%
MFS
16
MSI Financial Services
Massachusetts
$202K 14,100 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$189K 13,211 -756 -5%
RJA
18
Raymond James & Associates
Florida
$185K 12,910 +12,910 New
CA
19
Cetera Advisors
Colorado
$169K 11,700 +11,700 New
PFS
20
Prospera Financial Services
Texas
$161K 11,250 – –
FNBT
21
FineMark National Bank & Trust
Florida
$159K 10,690 -10,691 -50%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$110K 7,665 -890 -10%
GWM
23
Geneos Wealth Management
Colorado
$79K 5,530 – –
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$48K 3,339 -3,549 -52%
IA
25
IFP Advisors
Florida
$47K 3,272 +3,272 New
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