NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $180,000 | -59.6% | 11,375 | -61.4% | 0.01% | -63.6% |
| Q1 2021 | $446,000 | +33.5% | 29,485 | +25.5% | 0.03% | +26.9% |
| Q4 2020 | $334,000 | +31.5% | 23,485 | +18.1% | 0.03% | +18.2% |
| Q3 2020 | $254,000 | +72.8% | 19,885 | +73.3% | 0.02% | +57.1% |
| Q2 2020 | $147,000 | +28.9% | 11,475 | +12.8% | 0.01% | +7.7% |
| Q1 2020 | $114,000 | -40.3% | 10,175 | -11.3% | 0.01% | -35.0% |
| Q2 2019 | $191,000 | +17.2% | 11,475 | +12.8% | 0.02% | +11.1% |
| Q1 2019 | $163,000 | – | 10,175 | – | 0.02% | – |
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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% |