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

Institutional Holders (2017Q2)
Portfolio Summary: 42 Institutional holders with a total value of $34,405,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MUFG Americas Holdings Corp 81 1,000 0.00%
2 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 200 3,000 0.01%
3 PNC FINANCIAL SERVICES GROUP, INC. 178 3,000 0.01%
4 Advisory Services Network, LLC 350 6,000 0.02%
5 EDGE ADVISORS, LLC 1,090 17,000 0.05%
6 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 1,189 19,000 0.06%
7 Creative Planning 1,262 20,000 0.06%
8 CITIGROUP INC 1,409 23,000 0.07%
9 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,970 32,000 0.09%
10 US BANCORP \DE\ 2,700 43,000 0.12%
11 IFP ADVISORS, INC 3,272 53,000 0.15%
12 ADVISOR GROUP, INC. 6,113 99,000 0.29%
13 GENEOS WEALTH MANAGEMENT INC. 6,780 109,000 0.32%
14 BANK OF AMERICA CORP /DE/ 7,408 120,000 0.35%
15 Thomas J. Herzfeld Advisors, Inc. 7,665 123,000 0.36%
16 DARWIN WEALTH MANAGEMENT, LLC 11,860 191,000 0.56%
17 Legacy Private Trust Co. 12,020 193,000 0.56%
18 MML INVESTORS SERVICES, INC. 13,455 216,000 0.63%
19 FineMark National Bank & Trust 15,162 244,000 0.71%
20 ROYAL BANK OF CANADA 16,395 264,000 0.77%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 17,185 277,000 0.81%
22 Cambridge Investment Research Advisors, Inc. 21,195 341,000 0.99%
23 Raymond James Financial Services Advisors, Inc. 21,844 351,000 1.02%
24 Cetera Advisors LLC 24,200 387,000 1.12%
25 CETERA INVESTMENT ADVISERS 24,200 387,000 1.12%
26 AE WEALTH MANAGEMENT LLC 26,562 427,000 1.24%
27 Janney Montgomery Scott LLC 27,435 441,000 1.28%
28 LPL Financial LLC 32,334 520,000 1.51%
29 Forvis Mazars Wealth Advisors, LLC 33,517 539,000 1.57%
30 RAYMOND JAMES & ASSOCIATES 37,264 600,000 1.74%
31 Shaker Financial Services, LLC 44,573 717,000 2.08%
32 BANK OF NOVA SCOTIA 46,087 742,000 2.16%
33 Advisors Asset Management, Inc. 81,460 1,311,000 3.81%
34 FIRST TRUST ADVISORS LP 97,912 1,575,000 4.58%
35 PARAMETRIC PORTFOLIO ASSOCIATES LLC 112,397 1,808,000 5.26%
36 GUGGENHEIM CAPITAL LLC 116,657 1,877,000 5.46%
37 WELLS FARGO & COMPANY/MN 122,886 1,978,000 5.75%
38 Jacobus Wealth Management, Inc. 135,952 2,187,000 6.36%
39 Invesco Ltd. 153,524 2,470,000 7.18%
40 COHEN & STEERS, INC. 179,271 2,884,000 8.38%
41 MORGAN STANLEY 281,225 4,525,000 13.15%
42 UBS Group AG 390,397 6,282,000 18.26%

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.