NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,864,000 | +5.4% | 180,851 | +7.0% | 0.02% | +6.2% |
| Q2 2021 | $2,716,000 | -14.5% | 169,044 | -19.6% | 0.02% | -23.8% |
| Q1 2021 | $3,175,000 | +5.2% | 210,129 | -1.0% | 0.02% | +10.5% |
| Q4 2020 | $3,019,000 | 0.0% | 212,284 | -8.1% | 0.02% | -13.6% |
| Q3 2020 | $3,019,000 | +13.6% | 231,005 | +11.0% | 0.02% | +4.8% |
| Q2 2020 | $2,657,000 | +122.9% | 208,023 | +96.4% | 0.02% | +75.0% |
| Q1 2020 | $1,192,000 | -32.6% | 105,940 | +3.7% | 0.01% | -7.7% |
| Q4 2019 | $1,769,000 | +34.9% | 102,123 | +30.4% | 0.01% | +30.0% |
| Q3 2019 | $1,311,000 | +18.5% | 78,336 | +17.7% | 0.01% | +11.1% |
| Q2 2019 | $1,106,000 | +146.9% | 66,545 | +138.6% | 0.01% | +125.0% |
| Q1 2019 | $448,000 | +125.1% | 27,889 | +88.1% | 0.00% | +100.0% |
| Q4 2018 | $199,000 | -77.0% | 14,823 | -72.0% | 0.00% | 0.0% |
| Q1 2018 | $866,000 | -4.1% | 52,909 | +3.0% | 0.00% | 0.0% |
| Q4 2017 | $903,000 | -50.6% | 51,378 | -52.7% | 0.00% | -50.0% |
| Q3 2017 | $1,829,000 | -2.6% | 108,560 | -6.9% | 0.00% | -20.0% |
| Q2 2017 | $1,877,000 | +3.1% | 116,657 | -4.3% | 0.01% | 0.0% |
| Q1 2017 | $1,821,000 | +5.0% | 121,869 | -2.1% | 0.01% | 0.0% |
| Q4 2016 | $1,734,000 | +5.5% | 124,440 | +12.5% | 0.01% | 0.0% |
| Q3 2016 | $1,644,000 | +19.7% | 110,661 | +15.2% | 0.01% | +25.0% |
| Q2 2016 | $1,374,000 | +109.1% | 96,059 | +100.3% | 0.00% | +100.0% |
| Q1 2016 | $657,000 | +40.7% | 47,961 | +42.9% | 0.00% | +100.0% |
| Q4 2015 | $467,000 | +29.0% | 33,572 | +42.1% | 0.00% | 0.0% |
| Q1 2014 | $362,000 | -40.2% | 23,627 | -38.9% | 0.00% | -50.0% |
| Q4 2013 | $605,000 | -5.2% | 38,643 | -11.5% | 0.00% | 0.0% |
| Q3 2013 | $638,000 | -13.4% | 43,659 | -11.9% | 0.00% | -33.3% |
| Q2 2013 | $737,000 | – | 49,570 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shaker Financial Services, LLC | 265,687 | $4,270,000 | 1.58% |
| Thomas J. Herzfeld Advisors, Inc. | 178,343 | $2,866,000 | 1.20% |
| 9258 Wealth Management, LLC | 23,833 | $383,000 | 0.10% |
| Quantedge Capital Pte Ltd | 12,600 | $202,000 | 0.10% |
| Cornerstone Advisors, LLC | 100,348 | $1,613,000 | 0.10% |
| Darwin Wealth Management, LLC | 14,250 | $229,000 | 0.04% |
| Brendel Financial Advisors LLC | 3,737 | $60,000 | 0.03% |
| Mutual Advisors, LLC | 30,934 | $497,000 | 0.03% |
| FORVIS Wealth Advisors, LLC | 33,517 | $539,000 | 0.02% |
| SIT INVESTMENT ASSOCIATES INC | 52,688 | $847,000 | 0.02% |