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NUVEEN TAX ADVANTAGED DIVID
NUVEEN TAX ADVANTAGED DIVID. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 30 Institutional holders with a total value of $49,354,460.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Asset Management, Inc. 704,028 11,476,000 23.25%
2 UBS AG 659,183 10,745,000 21.77%
3 Invesco Ltd. 337,304 5,498,000 11.14%
4 MORGAN STANLEY 310,833 5,067,000 10.27%
5 Jacobus Wealth Management, Inc. 263,260 4,291,000 8.69%
6 COHEN & STEERS, INC. 207,534 3,383,000 6.85%
7 WELLS FARGO & COMPANY/MN 146,261 2,384,000 4.83%
8 LPL Financial LLC 65,918 1,074,000 2.18%
9 FIRST TRUST ADVISORS LP 49,879 813,000 1.65%
10 Shaker Financial Services, LLC 40,569 661,000 1.34%
11 Forvis Mazars Wealth Advisors, LLC 38,717 631,000 1.28%
12 RAYMOND JAMES & ASSOCIATES 25,223 411,000 0.83%
13 FineMark National Bank & Trust 23,975 398,000 0.81%
14 Cambridge Investment Research Advisors, Inc. 23,190 378,000 0.77%
15 CORNERSTONE ADVISORS INC 22,622 369,000 0.75%
16 AQR CAPITAL MANAGEMENT LLC 21,512 351,000 0.71%
17 ROYAL BANK OF CANADA 15,289 249,000 0.50%
18 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15,225 248,000 0.50%
19 DEUTSCHE BANK AG\ 14,300 233,000 0.47%
20 MSI Financial Services Inc 14,065 229,000 0.46%
21 BANK OF AMERICA CORP /DE/ 10,588 173,000 0.35%
22 MUFG Americas Holdings Corp 9,958 162,000 0.33%
23 OPTIMUM INVESTMENT ADVISORS 3,930 64,000 0.13%
24 Creative Planning 1,262 21,000 0.04%
25 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,000 16,000 0.03%
26 FIFTH THIRD BANCORP 1,000 16,000 0.03%
27 AMERICAN INTERNATIONAL GROUP, INC. 519 8,460 0.02%
28 WFG Advisors, LP 200 3,000 0.01%
29 Thomas J. Herzfeld Advisors, Inc. 150 2,000 0.00%
30 Tower Research Capital LLC (TRC) 4 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.