There have been 50 recent insider transactions recorded for Nuveen Tax-Advantaged Total Return Strategy Fund (JTA), including 22 buys and 11 sells. Total insider buying was valued at $1.2M and total insider selling at $427.61K.
Notable insiders with recent activity include Stephenson James T., Thornton Matthew Iii, Rhee Jenny Y. Insider transactions can provide insights into how company leadership views the stock's valuation and future prospects.
Insider Transactions — JTA
| Date |
Name |
Role |
Transaction |
Shares |
Avg. Price |
Value |
Shares Owned |
| 2021-10-20 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Sell |
7,000 |
$11.50 |
$80.5K |
- |
| 2020-11-16 |
Thornton Matthew Iii |
Officer |
Unknown |
- |
- |
- |
- |
| 2020-11-03 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
4,000 |
$7.60 |
$30.4K |
5,000 |
| 2019-05-23 |
Rhee Jenny Y |
Officer |
Unknown |
- |
- |
- |
- |
| 2018-08-27 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Sell |
5,000 |
$13.60 |
$68.01K |
1,000 |
| 2018-08-22 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Sell |
2,100 |
$13.53 |
$28.42K |
- |
| 2018-08-21 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Sell |
4,400 |
$13.50 |
$59.4K |
1,900 |
| 2017-09-25 |
Caraher Scott C. |
Officer |
Unknown |
- |
- |
- |
- |
| 2017-08-02 |
Siffermann William A |
Officer |
Unknown |
- |
- |
- |
- |
| 2017-07-06 |
Schneider William J |
Other: Other |
Informative Buy |
3,850 |
$12.97 |
$49.93K |
34,550 |
| 2017-07-05 |
Schneider William J |
Other: Other |
Informative Buy |
21,853 |
$13.02 |
$284.5K |
30,700 |
| 2017-07-01 |
Robert Young L |
Officer |
Unknown |
- |
- |
- |
- |
| 2017-06-30 |
Schneider William J |
Other: Other |
Informative Buy |
8,847 |
$12.80 |
$113.2K |
8,847 |
| 2016-11-03 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
500 |
$11.30 |
$5.65K |
6,300 |
| 2016-11-01 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
1,000 |
$11.49 |
$11.49K |
5,800 |
| 2016-10-28 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
300 |
$11.54 |
$3.46K |
4,800 |
| 2016-10-27 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
4,500 |
$11.50 |
$51.75K |
4,500 |
| 2016-10-26 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
200 |
$11.58 |
$2.32K |
200 |
| 2016-10-26 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
466 |
$11.57 |
$5.39K |
5,466 |
| 2016-07-01 |
Moschner Albin F |
Officer |
Unknown |
- |
- |
- |
- |
| 2016-06-15 |
Jones Nathaniel T. |
Officer |
Unknown |
- |
- |
- |
- |
| 2015-09-29 |
Stephenson James T. |
Other: Portfolio Manager |
Informative Buy |
3,900 |
$11.22 |
$43.76K |
3,900 |
| 2015-02-24 |
Lamb David J |
Officer |
Unknown |
- |
- |
- |
- |
| 2015-02-24 |
Yeh Lili |
Officer |
Unknown |
- |
- |
- |
- |
| 2013-12-16 |
Bremner Robert P |
Other: Other |
Informative Sell |
4,503 |
$13.19 |
$59.41K |
800 |
| 2012-11-29 |
Bremner Robert P |
Other: Other |
Informative Sell |
2,000 |
$10.53 |
$21.06K |
5,500 |
| 2012-08-20 |
Carne Michael |
Other: Other |
Informative Sell |
3,207 |
$10.84 |
$34.76K |
- |
| 2012-07-17 |
Carne Michael |
Other: Other |
Informative Sell |
469 |
$10.18 |
$4.77K |
2,954 |
| 2012-03-22 |
Stephenson James T. |
Officer |
Unknown |
- |
- |
- |
- |
| 2012-03-01 |
Carne Michael |
Other: Other |
Informative Buy |
2,675 |
$11.33 |
$30.31K |
3,423 |
| 2011-07-18 |
Carne Michael |
Other: Other |
Informative Sell |
1,768 |
$10.82 |
$19.13K |
748 |
| 2011-03-04 |
Carne Michael |
Other: Other |
Informative Buy |
3,400 |
$11.70 |
$39.78K |
3,400 |
| 2009-12-31 |
Ubs Ag |
Officer |
Unknown |
- |
- |
- |
- |
| 2009-12-16 |
Bremner Robert P |
Other: Other |
Informative Sell |
5,000 |
$10.43 |
$52.15K |
7,500 |
| 2009-03-27 |
Cook Margo L. |
Officer |
Unknown |
- |
- |
- |
- |
| 2009-01-31 |
Ubs Ag |
10 Percent Owner |
Unknown |
- |
- |
- |
411 |
| 2008-11-30 |
Citigroup Inc |
10 Percent Owner |
Unknown |
- |
- |
- |
248 |
| 2008-07-01 |
Toth Terence J |
Director |
Unknown |
- |
- |
- |
- |
| 2007-08-17 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
1,229 |
$22.00 |
$27.04K |
61,229 |
| 2007-08-02 |
Amboian John P |
Other: CEO of Investment Adviser |
Disposition |
- |
- |
- |
- |
| 2007-06-01 |
Adams William Iv |
Officer |
Unknown |
- |
- |
- |
- |
| 2007-06-01 |
Antosiewicz Cedric H |
Officer |
Unknown |
- |
- |
- |
- |
| 2005-09-13 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
6,000 |
$20.33 |
$121.98K |
10,000 |
| 2005-09-12 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
4,000 |
$20.47 |
$81.88K |
4,000 |
| 2004-09-27 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
3,100 |
$17.97 |
$55.71K |
60,000 |
| 2004-09-24 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
2,300 |
$17.96 |
$41.3K |
56,900 |
| 2004-09-23 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
2,000 |
$17.84 |
$35.68K |
54,600 |
| 2004-09-22 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
6,000 |
$17.85 |
$107.09K |
52,600 |
| 2004-09-21 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
1,000 |
$17.81 |
$17.81K |
46,600 |
| 2004-09-20 |
Schwertfeger Timothy R |
Other: Chairman and Trustee |
Informative Buy |
2,000 |
$17.77 |
$35.54K |
45,600 |
■ Informative Buy/Sell — open market transaction (most significant)
■ Uninformative Buy — award, option exercise, conversion
■ Uninformative Sell — tax withholding, award vest sale
■ Neutral — gift, trust, expiry
