NUVEEN TAX ADVANTAGED DIV GR's ticker is JTD and the CUSIP is 67073G105.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $343,000 | +79.6% | 21,666 | +82.4% | 0.00% | – |
| Q2 2021 | $191,000 | -70.1% | 11,880 | -71.9% | 0.00% | – |
| Q1 2021 | $638,000 | -37.8% | 42,227 | -41.5% | 0.00% | – |
| Q4 2020 | $1,026,000 | -8.2% | 72,157 | -15.6% | 0.00% | – |
| Q3 2020 | $1,118,000 | -5.7% | 85,523 | -7.9% | 0.00% | – |
| Q2 2020 | $1,186,000 | +23.3% | 92,844 | +8.5% | 0.00% | – |
| Q1 2020 | $962,000 | -22.5% | 85,547 | +19.3% | 0.00% | – |
| Q4 2019 | $1,242,000 | -4.8% | 71,686 | -8.1% | 0.00% | – |
| Q3 2019 | $1,305,000 | -26.4% | 77,994 | -26.9% | 0.00% | – |
| Q2 2019 | $1,773,000 | -19.0% | 106,695 | -21.7% | 0.00% | -100.0% |
| Q1 2019 | $2,189,000 | +16.7% | 136,330 | -2.6% | 0.00% | 0.0% |
| Q4 2018 | $1,876,000 | -32.5% | 139,988 | -10.7% | 0.00% | 0.0% |
| Q3 2018 | $2,779,000 | +0.1% | 156,721 | -6.9% | 0.00% | 0.0% |
| Q2 2018 | $2,777,000 | +13.5% | 168,394 | +12.6% | 0.00% | 0.0% |
| Q1 2018 | $2,447,000 | -5.3% | 149,499 | +1.7% | 0.00% | 0.0% |
| Q4 2017 | $2,585,000 | -13.5% | 147,024 | -17.1% | 0.00% | 0.0% |
| Q3 2017 | $2,987,000 | +20.9% | 177,400 | +15.6% | 0.00% | 0.0% |
| Q2 2017 | $2,470,000 | -17.8% | 153,524 | -23.7% | 0.00% | 0.0% |
| Q1 2017 | $3,005,000 | -19.0% | 201,135 | -24.5% | 0.00% | 0.0% |
| Q4 2016 | $3,709,000 | -4.5% | 266,257 | +1.8% | 0.00% | 0.0% |
| Q3 2016 | $3,885,000 | -6.8% | 261,602 | -10.2% | 0.00% | -50.0% |
| Q2 2016 | $4,168,000 | +0.0% | 291,468 | -4.1% | 0.00% | 0.0% |
| Q1 2016 | $4,166,000 | -6.9% | 304,061 | -5.5% | 0.00% | 0.0% |
| Q4 2015 | $4,475,000 | -5.8% | 321,709 | -8.5% | 0.00% | 0.0% |
| Q3 2015 | $4,752,000 | -25.2% | 351,772 | -12.3% | 0.00% | 0.0% |
| Q2 2015 | $6,357,000 | -13.6% | 401,101 | -13.0% | 0.00% | -33.3% |
| Q1 2015 | $7,354,000 | -5.7% | 461,088 | -4.5% | 0.00% | 0.0% |
| Q4 2014 | $7,795,000 | +13.1% | 482,649 | +8.4% | 0.00% | 0.0% |
| Q3 2014 | $6,891,000 | +25.3% | 445,435 | +32.1% | 0.00% | +50.0% |
| Q2 2014 | $5,498,000 | +57.8% | 337,304 | +48.1% | 0.00% | +100.0% |
| Q1 2014 | $3,485,000 | +78.1% | 227,807 | +82.3% | 0.00% | 0.0% |
| Q4 2013 | $1,957,000 | – | 124,992 | – | 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% |