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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43 hedge funds and large institutions have $28.1M invested in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$5.09M
2
IC
2
Inscription Capital
Texas
$811K
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$449K
4
9WM
4
9258 Wealth Management
Ohio
$428K
5
GC
5
Guggenheim Capital
Illinois
$199K

Top Sellers

1
CA
1
Cetera Advisors
Colorado
$0
2
Bank of America
2
Bank of America
North Carolina
$251K
3
CRC
3
Curi RMB Capital
Illinois
$1.61M
4
Stifel Financial
4
Stifel Financial
Missouri
$356K
5
Invesco
5
Invesco
Georgia
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$5.09M 380,082 +324,338 +582%
UBS Group
2
UBS Group
Switzerland
$4.11M 306,785 +1,367 +0.4%
Wells Fargo
3
Wells Fargo
California
$2.03M 151,255 -3,951 -3%
Invesco
4
Invesco
Georgia
$1.88M 139,988 -16,733 -11%
Morgan Stanley
5
Morgan Stanley
New York
$1.8M 134,516 -9,846 -7%
First Trust Advisors
6
First Trust Advisors
Illinois
$1.7M 126,858 -9,523 -7%
CRC
7
Curi RMB Capital
Illinois
$1.61M 120,258 -19,724 -14%
Cohen & Steers
8
Cohen & Steers
New York
$1.57M 117,331 – –
LPL Financial
9
LPL Financial
California
$974K 72,653 -8,299 -10%
IC
10
Inscription Capital
Texas
$811K 60,557 +60,557 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$757K 56,502 -14,137 -20%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$510K 38,036 +5,397 +17%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$449K 33,517 +33,517 New
9WM
14
9258 Wealth Management
Ohio
$428K 31,939 +31,939 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$374K 27,935 -750 -3%
Stifel Financial
16
Stifel Financial
Missouri
$356K 26,594 -18,769 -41%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$344K 25,684 +2,246 +10%
MA
18
Mutual Advisors
Nebraska
$322K 24,025 +60 +0.3%
DWM
19
Darwin Wealth Management
Florida
$275K 20,556 -2,166 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$267K 19,915 +599 +3%
Bank of America
21
Bank of America
North Carolina
$251K 18,700 -22,719 -55%
RJA
22
Raymond James & Associates
Florida
$228K 17,016 -5,957 -26%
HCM
23
Hollencrest Capital Management
California
$201K 14,970 – –
MML Investors Services
24
MML Investors Services
Massachusetts
$201K 15,010 +39 +0.3%
GC
25
Guggenheim Capital
Illinois
$199K 14,823 +14,823 New
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