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 $32.9M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.87M
2
LCM
2
Laurion Capital Management
New York
$1.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.1M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.09M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$296K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.31M
2
UBS Group
2
UBS Group
Switzerland
$5.72M
3
JWM
3
Jacobus Wealth Management
Wisconsin
$1.8M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.58M
5
Bank of America
5
Bank of America
North Carolina
$115K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.72M 410,460 -15,576 -4%
SFS
2
Shaker Financial Services
Virginia
$3.87M 277,506 +123,701 +80%
Invesco
3
Invesco
Georgia
$3.71M 266,257 +4,655 +2%
Morgan Stanley
4
Morgan Stanley
New York
$3.1M 222,792 +27,881 +14%
Cohen & Steers
5
Cohen & Steers
New York
$2.58M 184,903 -7,416 -4%
AAM
6
Advisors Asset Management
Colorado
$2.31M 165,554 -84,480 -34%
JWM
7
Jacobus Wealth Management
Wisconsin
$1.8M 129,447 -11,380 -8%
GC
8
Guggenheim Capital
Illinois
$1.73M 124,440 +13,779 +12%
Wells Fargo
9
Wells Fargo
California
$1.52M 108,925 +3,052 +3%
LCM
10
Laurion Capital Management
New York
$1.11M 79,942 +79,942 New
First Trust Advisors
11
First Trust Advisors
Illinois
$1.09M 78,560 +22,795 +41%
LPL Financial
12
LPL Financial
California
$893K 63,507 -101 -0.2%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$467K 33,517 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$302K 21,695 +950 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$296K 21,245 +21,245 New
CA
16
Cetera Advisors
Colorado
$283K 20,200 +3,500 +21%
RJA
17
Raymond James & Associates
Florida
$264K 18,917 -3,091 -14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$237K 17,000 -3,826 -18%
HCM
19
Hollencrest Capital Management
California
$209K 14,970 +14,970 New
MFS
20
MSI Financial Services
Massachusetts
$196K 14,100 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$193K 13,855 -1,683 -11%
FNBT
22
FineMark National Bank & Trust
Florida
$183K 13,127 – –
PFS
23
Prospera Financial Services
Texas
$157K 11,250 – –
VFPI
24
Vantage Financial Partners (Illinois)
Illinois
$140K 10,000 +10,000 New
Bank of America
25
Bank of America
North Carolina
$115K 8,239 -5,684 -41%
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