Nuveen Tax-Advantaged Dividend Growth Fund - 67073G105

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2021 · Compare: Q2 2021
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
UBS Group AG History Added to 377,488 5,979 0.0% 0.0% 1 +1,226 0.33% Q3 2021 Nov 15, 2021
MORGAN STANLEY History Added to 193,813 3,070 0.0% 0.0% 2 +11,819 6.49% Q3 2021 Nov 15, 2021
GUGGENHEIM CAPITAL LLC History Added to 180,851 2,864 0.02% 0.02% 3 +11,807 6.98% Q3 2021 Nov 15, 2021
ADVISOR GROUP HOLDINGS, INC. History Added to 151,769 2,404 0.01% 0.0% 4 +10,326 7.3% Q3 2021 Nov 05, 2021
FIRST TRUST ADVISORS LP History Added to 138,383 2,192 0.0% 0.0% 5 +4,026 3.0% Q3 2021 Nov 15, 2021
WELLS FARGO & COMPANY/MN History Added to 129,054 2,044 0.0% 0.0% 6 +41,776 47.87% Q3 2021 Nov 15, 2021
BANK OF AMERICA CORP /DE/ History Added to 112,134 1,776 0.0% 0.0% 7 +22,566 25.19% Q3 2021 Nov 15, 2021
Advisors Asset Management, Inc. History Reduced 77,739 1,231 0.02% 0.02% 8 -1,558 -1.96% Q3 2021 Nov 12, 2021
Saba Capital Management, L.P. History Added to 62,353 988 0.02% 0.02% 9 +28,246 82.82% Q3 2021 Nov 15, 2021
LPL Financial LLC History Reduced 36,528 579 0.0% 0.0% 10 -843 -2.26% Q3 2021 Nov 15, 2021
RMB Capital Management, LLC History No change 33,710 534 0.02% 0.02% 11 0 0.0% Q3 2021 Oct 20, 2021
BKD Wealth Advisors, LLC History No change 33,517 531 0.02% 0.03% 12 0 0.0% Q3 2021 Oct 14, 2021
Mutual Advisors, LLC History Added to 30,955 490 0.03% 0.03% 13 +21 0.07% Q3 2021 Nov 15, 2021
Kestra Advisory Services, LLC History Added to 27,429 434 0.0% 0.0% 14 +889 3.35% Q3 2021 Jul 25, 2022
Parallel Advisors, LLC History No change 27,000 428 0.02% 0.02% 15 0 0.0% Q3 2021 Nov 02, 2021
Invesco Ltd. History Added to 21,666 343 0.0% 0.0% 16 +9,786 82.37% Q3 2021 Nov 15, 2021
Sigma Planning Corp History Added to 21,335 338 0.01% 0.01% 17 +47 0.22% Q3 2021 Oct 28, 2021
MML INVESTORS SERVICES, LLC History No change 18,849 299 0.0% 0.0% 18 0 0.0% Q3 2021 Nov 15, 2021
D.A. DAVIDSON & CO. History Added to 18,251 289 0.0% 0.0% 19 +1,500 8.95% Q3 2021 Nov 15, 2021
ROYAL BANK OF CANADA History Reduced 17,587 279 0.0% 0.0% 20 -2,559 -12.7% Q3 2021 Nov 15, 2021
Prospera Financial Services Inc History Added to 15,950 253 0.01% 0.01% 21 +691 4.53% Q3 2021 Nov 12, 2021
TRUIST FINANCIAL CORP History Added to 14,601 231 0.0% 0.0% 22 +11 0.08% Q3 2021 Nov 05, 2021
Mariner, LLC History Added to 14,190 225 0.0% 0.0% 23 +333 2.4% Q3 2021 Nov 15, 2021
Integrated Wealth Concepts LLC History No change 12,000 190 0.01% 0.01% 24 0 0.0% Q3 2021 Nov 15, 2021
Geneos Wealth Management Inc. History No change 5,530 87 0.0% 0.0% 25 0 0.0% Q3 2021 Nov 09, 2021
Rockefeller Capital Management L.P. History Added to 1,167 18 0.0% 0.0% 26 +21 1.83% Q3 2021 Nov 12, 2021
Steward Partners Investment Advisory, LLC History No change 299 5 0.0% 0.0% 27 0 0.0% Q3 2021 Nov 12, 2021
CNH PARTNERS LLC History Closed out 0 0 — 0.01% — -23,181 -100.0% Q2 2021 Aug 16, 2021
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -1,727 -100.0% Q2 2021 Aug 12, 2021
CITIGROUP INC History Closed out 0 0 — 0.0% — -381 -100.0% Q2 2021 Aug 10, 2021