NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $472,000 | +1.5% | 29,790 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $465,000 | +7.4% | 28,940 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $433,000 | +16.4% | 28,633 | +9.3% | 0.00% | 0.0% |
| Q4 2020 | $372,000 | -14.7% | 26,190 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $436,000 | +10.9% | 33,390 | +8.6% | 0.00% | 0.0% |
| Q2 2020 | $393,000 | +4.2% | 30,740 | -8.3% | 0.00% | -33.3% |
| Q1 2020 | $377,000 | -38.3% | 33,535 | -4.9% | 0.00% | -25.0% |
| Q4 2019 | $611,000 | +12.3% | 35,255 | +8.4% | 0.00% | 0.0% |
| Q3 2019 | $544,000 | +16.0% | 32,535 | +15.2% | 0.00% | 0.0% |
| Q2 2019 | $469,000 | +15.0% | 28,235 | +11.0% | 0.00% | +33.3% |
| Q1 2019 | $408,000 | +9.1% | 25,435 | -8.9% | 0.00% | -25.0% |
| Q4 2018 | $374,000 | -26.5% | 27,935 | -2.6% | 0.00% | 0.0% |
| Q3 2018 | $509,000 | +9.2% | 28,685 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $466,000 | +0.9% | 28,235 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $462,000 | -8.2% | 28,235 | -1.2% | 0.01% | 0.0% |
| Q4 2017 | $503,000 | +12.5% | 28,585 | +7.8% | 0.01% | 0.0% |
| Q3 2017 | $447,000 | +1.4% | 26,517 | -3.3% | 0.01% | -16.7% |
| Q2 2017 | $441,000 | +7.6% | 27,435 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $410,000 | +38.5% | 27,435 | +29.1% | 0.01% | +25.0% |
| Q4 2016 | $296,000 | – | 21,245 | – | 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% |