# NUVEEN TX ADV TOTAL RET STRG (JTA)

> Institutional ownership reported to the SEC as of Q3 2021, from Form 13F filings. Source: https://holderbook.com/stocks/JTA/

- Reporting holders: 27
- Reported value: $30.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $9.6M | 862,008 | 0.0% | 12 |
| [Heron Bay Capital Management](https://holderbook.com/funds/1842149-heron-bay-capital-management/) | $6.1M | 547,699 | 3.1% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $5.0M | 449,633 | 0.0% | 16 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $1.1M | 99,274 | 0.0% | 12 |
| [Shaker Financial Services, LLC](https://holderbook.com/funds/1511794-shaker-financial-services-llc/) | $953.0K | 85,812 | 0.4% | 12 |
| [BENJAMIN F. EDWARDS & COMPANY, INC.](https://holderbook.com/funds/1445065-benjamin-f-edwards-company-inc/) | $944.0K | 85,005 | 0.0% | 1 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $922.0K | 82,970 | 0.0% | 12 |
| [Parametric Portfolio Associates LLC](https://holderbook.com/funds/932859-parametric-portfolio-associates-llc/) | $754.0K | 67,854 | 0.0% | 4 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $743.0K | 66,904 | 0.0% | 12 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $620.0K | 55,900 | 0.0% | 12 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $507.0K | 45,663 | 0.0% | 12 |
| [CITY OF LONDON INVESTMENT MANAGEMENT CO LTD](https://holderbook.com/funds/1034546-city-of-london-investment-management-co-ltd/) | $494.0K | 44,562 | 0.0% | 6 |
| [GUGGENHEIM CAPITAL LLC](https://holderbook.com/funds/1283072-guggenheim-capital-llc/) | $292.0K | 26,267 | 0.0% | 2 |
| [Saba Capital Management, L.P.](https://holderbook.com/funds/1510281-saba-capital-management-l-p/) | $285.0K | 25,634 | 0.0% | 1 |
| [COMERICA BANK](https://holderbook.com/funds/901541-comerica-bank/) | $253.0K | 21,345 | 0.0% | 3 |
| [MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV](https://holderbook.com/funds/746504-mid-atlantic-financial-management-inc-adv/) | $240.0K | 21,600 | 0.0% | 12 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $230.0K | 20,696 | 0.0% | 12 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $223.0K | 20,028 | 0.0% | 9 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $221.0K | 19,850 | 0.0% | 4 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $211.0K | 18,995 | 0.0% | 4 |
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $200.0K | 18,015 | 0.0% | 7 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $151.0K | 13,649 | 0.0% | 7 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $149.0K | 13,384 | 0.0% | 12 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $45.0K | 4,080 | 0.0% | 4 |
| [FNY Investment Advisers, LLC](https://holderbook.com/funds/1742998-fny-investment-advisers-llc/) | $33.0K | 3,002 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2021 | 27 | $30.3M |
| Q2 2021 | 28 | $31.8M |
| Q1 2021 | 30 | $30.5M |
| Q4 2020 | 35 | $26.6M |
| Q3 2020 | 31 | $19.5M |
| Q2 2020 | 28 | $18.6M |
| Q1 2020 | 32 | $18.1M |
| Q4 2019 | 29 | $29.3M |
| Q3 2019 | 29 | $28.6M |
| Q2 2019 | 28 | $28.7M |
| Q1 2019 | 29 | $29.0M |
| Q4 2018 | 32 | $27.1M |