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JTD

NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND
JTD

Delisted

JTD was delisted on the 19th of November, 2021.

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Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.05M -$79.7K -5,478 -1%
SFS
2
Shaker Financial Services
Virginia
$4.64M +$485K +33,334 +12%
Morgan Stanley
3
Morgan Stanley
New York
$3.99M +$642K +44,129 +20%
Invesco
4
Invesco
Georgia
$3M -$948K -65,122 -24%
Cohen & Steers
5
Cohen & Steers
New York
$2.68M -$82K -5,632 -3%
Wells Fargo
6
Wells Fargo
California
$1.92M +$287K +19,688 +18%
JWM
7
Jacobus Wealth Management
Wisconsin
$1.86M -$68.9K -4,735 -4%
GC
8
Guggenheim Capital
Illinois
$1.82M -$37.4K -2,571 -2%
LCM
9
Laurion Capital Management
New York
$1.75M +$544K +37,383 +47%
AAM
10
Advisors Asset Management
Colorado
$1.36M -$1.08M -74,507 -45%
First Trust Advisors
11
First Trust Advisors
Illinois
$1.25M +$76.9K +5,281 +7%
LPL Financial
12
LPL Financial
California
$969K +$22K +1,511 +2%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$501K – – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$410K +$90.1K +6,190 +29%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$324K – – –
CA
16
Cetera Advisors
Colorado
$317K +$14.6K +1,000 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$290K +$35.5K +2,437 +14%
RJA
18
Raymond James & Associates
Florida
$266K -$16.3K -1,120 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$234K +$26.2K +1,800 +13%
FNBT
20
FineMark National Bank & Trust
Florida
$227K +$29.6K +2,035 +16%
HCM
21
Hollencrest Capital Management
California
$224K – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$201K +$196K +13,455 New
PFS
23
Prospera Financial Services
Texas
$183K +$14.6K +1,000 +9%
LPT
24
Legacy Private Trust
Wisconsin
$180K +$175K +12,020 New
Bank of America
25
Bank of America
North Carolina
$120K -$3.09K -212 -3%
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