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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42 hedge funds and large institutions have $34.3M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.81M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$742K
3
AWM
3
AE Wealth Management
Kansas
$427K
4
RJA
4
Raymond James & Associates
Florida
$600K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$277K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$717K
2
LCM
2
Laurion Capital Management
New York
$0
3
Invesco
3
Invesco
Georgia
$2.47M
4
LPL Financial
4
LPL Financial
California
$520K
5
UBS Group
5
UBS Group
Switzerland
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.28M 390,397 -14,585 -4%
Morgan Stanley
2
Morgan Stanley
New York
$4.53M 281,225 +14,304 +5%
Cohen & Steers
3
Cohen & Steers
New York
$2.88M 179,271 – –
Invesco
4
Invesco
Georgia
$2.47M 153,524 -47,611 -24%
JWM
5
Jacobus Wealth Management
Wisconsin
$2.19M 135,952 +11,240 +9%
Wells Fargo
6
Wells Fargo
California
$1.98M 122,886 -5,727 -4%
GC
7
Guggenheim Capital
Illinois
$1.88M 116,657 -5,212 -4%
PPA
8
Parametric Portfolio Associates
Washington
$1.81M 112,397 +112,397 New
First Trust Advisors
9
First Trust Advisors
Illinois
$1.58M 97,912 +14,071 +17%
AAM
10
Advisors Asset Management
Colorado
$1.31M 81,460 -9,587 -11%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$742K 46,087 +46,087 New
SFS
12
Shaker Financial Services
Virginia
$717K 44,573 -266,267 -86%
RJA
13
Raymond James & Associates
Florida
$600K 37,264 +19,467 +109%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$539K 33,517 – –
LPL Financial
15
LPL Financial
California
$520K 32,334 -32,684 -50%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$441K 27,435 – –
AWM
17
AE Wealth Management
Kansas
$427K 26,562 +26,562 New
CA
18
Cetera Advisors
Colorado
$387K 24,200 +3,000 +14%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$351K 21,844 +2,407 +12%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$341K 21,195 -500 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$277K 17,185 +16,219 +1,679%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$264K 16,395 +740 +5%
FNBT
23
FineMark National Bank & Trust
Florida
$244K 15,162 – –
HCM
24
Hollencrest Capital Management
California
$241K 14,970 – –
MML Investors Services
25
MML Investors Services
Massachusetts
$216K 13,455 – –
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