NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,404,000 | +5.8% | 151,769 | +7.3% | 0.01% | 0.0% |
| Q2 2021 | $2,272,000 | +50.1% | 141,443 | +41.2% | 0.01% | +25.0% |
| Q1 2021 | $1,514,000 | +7.7% | 100,173 | +1.3% | 0.00% | 0.0% |
| Q4 2020 | $1,406,000 | +46.3% | 98,909 | +34.5% | 0.00% | +33.3% |
| Q3 2020 | $961,000 | +5.3% | 73,517 | +2.9% | 0.00% | 0.0% |
| Q2 2020 | $913,000 | +5.7% | 71,455 | -6.9% | 0.00% | -25.0% |
| Q1 2020 | $864,000 | – | 76,766 | – | 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% |