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Nuveen TAX Advantaged DIV GR

Q3 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
N.E.W. Advisory Services LLC
NEW
Shares800
Change+800
Value$12
Filed 2022-04-11
UBS Group AG
CLOSED
Shares0 from 377,488
Change-377,488 (-100%)
Value$0 (-$6.0K)
Filed 2022-05-16
Shaker Financial Services, LLC
CLOSED
Shares0 from 233,509
Change-233,509 (-100%)
Value$0 (-$3.7K)
Filed 2022-05-06
Morgan Stanley
CLOSED
Shares0 from 193,813
Change-193,813 (-100%)
Value$0 (-$3.1K)
Filed 2022-10-27
Guggenheim Capital LLC
CLOSED
Shares0 from 180,851
Change-180,851 (-100%)
Value$0 (-$2.9K)
Filed 2022-05-16
Thomas J. Herzfeld Advisors, Inc.
CLOSED
Shares0 from 177,689
Change-177,689 (-100%)
Value$0 (-$2.8K)
Filed 2022-05-16
Osaic Holdings, Inc.
CLOSED
Shares0 from 151,769
Change-151,769 (-100%)
Value$0 (-$2.4K)
Filed 2022-05-04
First Trust Advisors LP
CLOSED
Shares0 from 138,383
Change-138,383 (-100%)
Value$0 (-$2.2K)
Filed 2022-05-13
Wells Fargo & Company
CLOSED
Shares0 from 129,054
Change-129,054 (-100%)
Value$0 (-$2.0K)
Filed 2022-05-16
Bank of America Corp
CLOSED
Shares0 from 112,134
Change-112,134 (-100%)
Value$0 (-$1.8K)
Filed 2022-06-07
Advisors Asset Management, Inc.
CLOSED
Shares0 from 77,739
Change-77,739 (-100%)
Value$0 (-$1.2M)
Filed 2026-08-27
Saba Capital Management, L.P.A
CLOSED
Shares0 from 62,353
Change-62,353 (-100%)
Value$0 (-$988)
Filed 2022-06-03
Cornerstone Advisors, LLC
CLOSED
Shares0 from 53,844
Change-53,844 (-100%)
Value$0 (-$853)
Filed 2022-05-12
Raymond James & Associates
CLOSED
Shares0 from 43,302
Change-43,302 (-100%)
Value$0 (-$686)
Filed 2022-05-11
LPL Financial LLC
CLOSED
Shares0 from 36,528
Change-36,528 (-100%)
Value$0 (-$579)
Filed 2022-05-16
Curi Capital, LLC
CLOSED
Shares0 from 33,710
Change-33,710 (-100%)
Value$0 (-$534)
Filed 2022-05-06
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 33,517
Change-33,517 (-100%)
Value$0 (-$531)
Filed 2022-05-10
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 31,544
Change-31,544 (-100%)
Value$0 (-$500)
Filed 2022-05-11
Mutual Advisors, LLC
CLOSED
Shares0 from 30,955
Change-30,955 (-100%)
Value$0 (-$490)
Filed 2022-05-09
Janney Montgomery Scott LLC
CLOSED
Shares0 from 29,790
Change-29,790 (-100%)
Value$0 (-$472)
Filed 2022-05-04
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 27,650
Change-27,650 (-100%)
Value$0 (-$438)
Filed 2022-05-12
Kestra Advisory Services, LLC
CLOSED
Shares0 from 27,429
Change-27,429 (-100%)
Value$0 (-$434)
Filed 2022-07-20
Parallel Advisors, LLC
CLOSED
Shares0 from 27,000
Change-27,000 (-100%)
Value$0 (-$428)
Filed 2022-04-28
Parametric Portfolio Associates LLC
CLOSED
Shares0 from 25,667
Change-25,667 (-100%)
Value$0 (-$407)
Filed 2022-05-16
9258 Wealth Management, LLC
CLOSED
Shares0 from 23,879
Change-23,879 (-100%)
Value$0 (-$378)
Filed 2022-05-13
Invesco Ltd.
CLOSED
Shares0 from 21,666
Change-21,666 (-100%)
Value$0 (-$343)
Filed 2022-05-16
Sigma Planning Corp
CLOSED
Shares0 from 21,335
Change-21,335 (-100%)
Value$0 (-$338)
Filed 2022-04-20
MML Investors Services, LLC
CLOSED
Shares0 from 18,849
Change-18,849 (-100%)
Value$0 (-$299)
Filed 2022-05-13
D.A. Davidson & Co.
CLOSED
Shares0 from 18,251
Change-18,251 (-100%)
Value$0 (-$289)
Filed 2022-05-12
Royal Bank of Canada
CLOSED
Shares0 from 17,587
Change-17,587 (-100%)
Value$0 (-$279)
Filed 2022-05-16
Prospera Financial Services Inc
CLOSED
Shares0 from 15,950
Change-15,950 (-100%)
Value$0 (-$253)
Filed 2022-05-04
Spire Wealth Management
CLOSED
Shares0 from 15,786
Change-15,786 (-100%)
Value$0 (-$250)
Filed 2022-04-18
Truist Financial Corp
CLOSED
Shares0 from 14,601
Change-14,601 (-100%)
Value$0 (-$231)
Filed 2022-04-22
Darwin Wealth Management, LLC
CLOSED
Shares0 from 14,511
Change-14,511 (-100%)
Value$0 (-$230)
Filed 2022-05-04
Mariner, LLC
CLOSED
Shares0 from 14,190
Change-14,190 (-100%)
Value$0 (-$225)
Filed 2022-05-13
1607 Capital Partners, LLC
CLOSED
Shares0 from 12,732
Change-12,732 (-100%)
Value$0 (-$202)
Filed 2022-05-16
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$190)
Filed 2022-05-12
Hollencrest Capital Management
CLOSED
Shares0 from 10,525
Change-10,525 (-100%)
Value$0 (-$167)
Filed 2022-04-18
Trustcore Financial Services, LLC
CLOSED
Shares0 from 8,596
Change-8,596 (-100%)
Value$0 (-$136)
Filed 2022-05-09
Herold Advisors, Inc.
CLOSED
Shares0 from 6,458
Change-6,458 (-100%)
Value$0 (-$102)
Filed 2022-05-09
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 6,100
Change-6,100 (-100%)
Value$0 (-$96.6K)
Filed 2022-04-20
Geneos Wealth Management Inc.
CLOSED
Shares0 from 5,530
Change-5,530 (-100%)
Value$0 (-$87)
Filed 2022-05-16
American Portfolios Advisors
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$56.2K)
Filed 2023-03-21
Carolinas Wealth Consulting LLC
CLOSED
Shares0 from 2,477
Change-2,477 (-100%)
Value$0 (-$40)
Filed 2022-05-17
FNY Investment Advisers, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$31)
Filed 2022-04-25
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 1,167
Change-1,167 (-100%)
Value$0 (-$18)
Filed 2022-05-13
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$5)
Filed 2022-05-02
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-05-09
Mid Atlantic Financial Management Inc
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Status
N.E.W. Advisory Services LLC
NEW800—+800——$12—2022-04-11
UBS Group AG
CLOSED0377,488-377,488-100%$6.0K$0-$6.0K2022-05-16
Shaker Financial Services, LLC
CLOSED0233,509-233,509-100%$3.7K$0-$3.7K2022-05-06
Morgan Stanley
CLOSED0193,813-193,813-100%$3.1K$0-$3.1K2022-10-27
Guggenheim Capital LLC
CLOSED0180,851-180,851-100%$2.9K$0-$2.9K2022-05-16
Thomas J. Herzfeld Advisors, Inc.
CLOSED0177,689-177,689-100%$2.8K$0-$2.8K2022-05-16
Osaic Holdings, Inc.
CLOSED0151,769-151,769-100%$2.4K$0-$2.4K2022-05-04
First Trust Advisors LP
CLOSED0138,383-138,383-100%$2.2K$0-$2.2K2022-05-13
Wells Fargo & Company
CLOSED0129,054-129,054-100%$2.0K$0-$2.0K2022-05-16
Bank of America Corp
CLOSED0112,134-112,134-100%$1.8K$0-$1.8K2022-06-07
Advisors Asset Management, Inc.
CLOSED077,739-77,739-100%$1.2M$0-$1.2M2026-08-27
Saba Capital Management, L.P.A
CLOSED062,353-62,353-100%$988$0-$9882022-06-03
Cornerstone Advisors, LLC
CLOSED053,844-53,844-100%$853$0-$8532022-05-12
Raymond James & Associates
CLOSED043,302-43,302-100%$686$0-$6862022-05-11
LPL Financial LLC
CLOSED036,528-36,528-100%$579$0-$5792022-05-16
Curi Capital, LLC
CLOSED033,710-33,710-100%$534$0-$5342022-05-06
Forvis Mazars Wealth Advisors, LLC
CLOSED033,517-33,517-100%$531$0-$5312022-05-10
Raymond James Financial Services Advisors, Inc.
CLOSED031,544-31,544-100%$500$0-$5002022-05-11
Mutual Advisors, LLC
CLOSED030,955-30,955-100%$490$0-$4902022-05-09
Janney Montgomery Scott LLC
CLOSED029,790-29,790-100%$472$0-$4722022-05-04
Cambridge Investment Research Advisors, Inc.
CLOSED027,650-27,650-100%$438$0-$4382022-05-12
Kestra Advisory Services, LLC
CLOSED027,429-27,429-100%$434$0-$4342022-07-20
Parallel Advisors, LLC
CLOSED027,000-27,000-100%$428$0-$4282022-04-28
Parametric Portfolio Associates LLC
CLOSED025,667-25,667-100%$407$0-$4072022-05-16
9258 Wealth Management, LLC
CLOSED023,879-23,879-100%$378$0-$3782022-05-13
Invesco Ltd.
CLOSED021,666-21,666-100%$343$0-$3432022-05-16
Sigma Planning Corp
CLOSED021,335-21,335-100%$338$0-$3382022-04-20
MML Investors Services, LLC
CLOSED018,849-18,849-100%$299$0-$2992022-05-13
D.A. Davidson & Co.
CLOSED018,251-18,251-100%$289$0-$2892022-05-12
Royal Bank of Canada
CLOSED017,587-17,587-100%$279$0-$2792022-05-16
Prospera Financial Services Inc
CLOSED015,950-15,950-100%$253$0-$2532022-05-04
Spire Wealth Management
CLOSED015,786-15,786-100%$250$0-$2502022-04-18
Truist Financial Corp
CLOSED014,601-14,601-100%$231$0-$2312022-04-22
Darwin Wealth Management, LLC
CLOSED014,511-14,511-100%$230$0-$2302022-05-04
Mariner, LLC
CLOSED014,190-14,190-100%$225$0-$2252022-05-13
1607 Capital Partners, LLC
CLOSED012,732-12,732-100%$202$0-$2022022-05-16
Integrated Wealth Concepts LLC
CLOSED012,000-12,000-100%$190$0-$1902022-05-12
Hollencrest Capital Management
CLOSED010,525-10,525-100%$167$0-$1672022-04-18
Trustcore Financial Services, LLC
CLOSED08,596-8,596-100%$136$0-$1362022-05-09
Herold Advisors, Inc.
CLOSED06,458-6,458-100%$102$0-$1022022-05-09
Koshinski Asset Management, Inc.
CLOSED06,100-6,100-100%$96.6K$0-$96.6K2022-04-20
Geneos Wealth Management Inc.
CLOSED05,530-5,530-100%$87$0-$872022-05-16
American Portfolios Advisors
CLOSED03,550-3,550-100%$56.2K$0-$56.2K2023-03-21
Carolinas Wealth Consulting LLC
CLOSED02,477-2,477-100%$40$0-$402022-05-17
FNY Investment Advisers, LLC
CLOSED02,000-2,000-100%$31$0-$312022-04-25
Rockefeller Capital Management L.P.
CLOSED01,167-1,167-100%$18$0-$182022-05-13
Steward Partners Investment Advisory, LLC
CLOSED0299-299-100%$5$0-$52022-05-02
Proequities, Inc.
CLOSED000—$0$0$02022-05-09
Mid Atlantic Financial Management Inc
N/A—11,375-11,375-100%$180———
Showing 49 of 49 institutions