Nuveen Tax-Advantaged Total Return Strategy Fund (JTA)

FINANCE: GENERAL FINANCE
SIC:

333 WEST WACKER DRIVE CHICAGO, IL 60606

Nuveen Tax-Advantaged Total Return Strategy Fund is registered as a closed-end management investment company. The Fund's investment objective is to achieve a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. The Fund also invests, to a more limited extent, in preferred securities that are eligible to pay tax-advantaged dividends, as well as in senior loans (both secured and unsecured), domestic corporate bonds, notes and debentures, convertible debt securities, and other similar types of corporate instruments. As of Dec 31 2011, the Fund's investment portfolio totaled $222,240,911 and its assets totaled $223,673,112.

Data as of 2021-04-11 06:47:46 -0400
Market Cap150.975 Million Shares Outstanding13.851 Million Avg 30-day Volume50.84 Thousand
P/E Ratio Dividend Yield6.841 EPS
Price/Sales Debt to Equity EBITDA
Price to Book Value0.0 Forward PE Enterprise Value
Total Cash Current Debt Gross Profit
BETA0.93407 52-week High/Low10.9 / 6.65 Next Earnings Date Price to Cash FLow (P/CF) -9999999.0
Data provided by IEX Cloud
View SEC Filings from JTA instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 0 0 0 (0.0%) 0 (0.0%)
Funds Holding: 37 31 19.35% 13 (0.78%) 9 (0.56%) 44.44%
13F shares: 2.821 Million 2.435 Million 15.83% 1.246 Million 812.547 Thousand 53.34%
% Ownership 20.3657 17.5822 15.83% 8.9956 5.8664 53.34%
New Positions: 13 6 116.67% 5 2 150.0%
Increased Positions 14 7 100.0% 5 1 400.0%
Closed Positions 8 3 166.67% 2
Reduced Positions 6 13 -53.85% 1 3 -66.67%
Total Calls
Total Puts
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding JTA (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding JTA BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

THORNTON MATTHEW III

  • TRUSTEE
0 2020-11-16 1

STEPHENSON JAMES T.

  • PORTFOLIO MANAGER
7,000 2020-11-03 1

MORGAN DEANN VICE PRESIDENT

  • Officer
0 2020-02-27 0

MEISSNER JON SCOTT VICE PRESIDENT

  • Officer
0 2019-10-07 0

LONGERSTAEY JACQUES M VICE PRESIDENT

  • Officer
0 2019-08-08 0

LOCKHART BRIAN J VICE PRESIDENT

  • Officer
0 2019-08-08 0

RHEE JENNY Y

  • PORTFOLIO MANAGER
0 2019-05-23 0

WICKERHAM E. SCOTT VICE PRESIDENT

  • Officer
0 2019-04-12 0

MEYERS WILLIAM T. VICE PRESIDENT

  • Officer
1,000 2018-02-28 0

WINGET DEMARK L VICE PRESIDENT

  • Officer
0 2018-02-28 0

CARAHER SCOTT C.

  • PORTFOLIO MANAGER
0 2017-09-25 0

PERRY MICHAEL A VICE PRESIDENT

  • Officer
0 2017-08-02 0

SIFFERMANN WILLIAM A VICE PRESIDENT

  • Officer
0 2017-08-02 0

SCHNEIDER WILLIAM J

  • OTHER
34,550 2017-07-06 0

ROBERT YOUNG L

  • TRUSTEE
0 2017-07-01 0

ROHRBACHER CHRISTOPHER M. VICE PRESIDENT

  • Officer
0 2016-10-01 0

MOSCHNER ALBIN F

  • TRUSTEE
0 2016-07-01 0

JONES NATHANIEL T. VICE PRESIDENT AND TREASURER

  • Officer
0 2016-06-15 0

WOLFF MARGARET L.

  • TRUSTEE
0 2016-02-15 0

HLAVACEK SHERRI A VICE PRESIDENT AND TREASURER

  • Officer
0 2015-08-06 0

LAMB DAVID J VICE PRESIDENT

  • Officer
0 2015-02-24 0

YEH LILI

  • PORTFOLIO MANAGER
0 2015-02-24 0

RAY THOMAS J. RAY

  • PORTFOLIO MANAGER
0 2015-01-05 0

BREMNER ROBERT P

  • OTHER
800 2013-12-16 0

NELSON JOHN KEVIN

  • TRUSTEE
0 2013-09-01 0

SCHREIER THOMAS S JR

  • TRUSTEE
0 2013-09-01 0

SLAGER JOEL T. VICE PRESIDENT

  • Officer
0 2013-07-17 0

CARNE MICHAEL

  • OTHER
0 2012-08-20 0

STRINGER VIRGINIA

  • TRUSTEE
0 2011-01-03 0

PRUDHOMME KATHLEEN L VICE PRESIDENT

  • Officer
0 2011-01-03 0

MCCARTHY MICHELLE ANN VICE PRESIDENT

  • Officer
0 2010-07-27 0

UBS AG

  • FORMER 10% OWNER
No longer subject to file 2009-12-31 0

GRACE SCOTT S VICE PRESIDENT & TREASURER

  • Officer
0 2009-11-18 0

ARRIAGA NIZIDA VICE PRESIDENT

  • Officer
0 2009-03-27 0

COOK MARGO L. VIEC PRESIDENT

  • Officer
0 2009-03-27 0

MINO GREGORY T. VICE PRESIDENT

  • Officer
0 2009-03-27 0

RUANE JAMES VICE PRESIDENT

  • Officer
0 2009-03-27 0

CITIGROUP INC

  • 10% Owner
248 2008-11-30 0

TOTH TERENCE J

  • Director
0 2008-07-01 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 22:15:03 UTC -12.2077 12.2677 35000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 21:45:03 UTC -12.2077 12.2677 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 21:15:02 UTC -12.2077 12.2677 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 20:45:03 UTC -11.6607 11.7207 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 20:15:03 UTC -11.6607 11.7207 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 19:45:03 UTC -11.6607 11.7207 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 19:15:03 UTC -11.6607 11.7207 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 18:45:03 UTC -11.6582 11.7182 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 18:15:03 UTC -11.6582 11.7182 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 17:45:03 UTC -11.6582 11.7182 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 17:15:03 UTC -11.6582 11.7182 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 16:45:03 UTC -11.6582 11.7182 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 16:15:03 UTC -11.6582 11.7182 45000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 15:45:03 UTC -11.6582 11.7182 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 15:15:02 UTC -11.6582 11.7182 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 14:45:03 UTC -11.6496 11.7096 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 14:15:03 UTC -11.6496 11.7096 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 13:45:03 UTC -11.6496 11.7096 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 13:15:03 UTC -11.6496 11.7096 40000
NUVEEN TX-ADV TOT RET STR FD JTA 2021-04-12 12:45:03 UTC -11.6496 11.7096 40000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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