Nuveen Tax-Advantaged Total Return Strategy Fund
Nuveen Tax-Advantaged Total Return Strategy Fund

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2021 → Sep 30, 2021

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2021 Shares Sep 2021 Δ shares End % Δ value
ABBVIE INC 0 37,805 37,805 1.66% $4.08M
Capgemini SE 0 13,451 13,451 1.14% $2.79M
KAO CORP COMMON STOCK 0 44,500 44,500 1.08% $2.65M
DOMINION ENERGY INC 0 28,389 28,389 0.85% $2.07M
CHANGE HEALTHCARE INC /PREFERRED/ 0.00000000 0 24,300 24,300 0.69% $1.69M
DIRECTV FINANCING LLC TL 1ST LIEN (TSFR3M+526.161)(FLR 0.75) 9.10199% 08-02-27 0 646,000 646,000 0.26% $647.14K
Fieldwood Energy LLC 0 8,963 8,963 0.21% $503.04K
HILTON GRAND VACATIONS TERM B 1LN 08/02/2028 0 500,000 500,000 0.20% $501.75K
BALY TL B 1L USD 0 375,000 375,000 0.15% $375.37K
PetSmart, Inc., Term Loan B 0 370,000 370,000 0.15% $371.32K
Stars Group Holdings B.V. (The), Term Loan 0 344,000 344,000 0.14% $343.26K
AXP 3.55 PERP 0 325,000 325,000 0.14% $331.13K
Ingram Micro Inc 2021 TERM LOAN B 0 279,300 279,300 0.11% $280.31K
Wr Grace Holdings LLC 0 262,400 262,400 0.11% $262.96K
Proofpoint Inc 1st Lien Term Loan 0 256,000 256,000 0.10% $254.98K
AHP Health Partners, Inc., Term Loan B 0 250,000 250,000 0.10% $251.02K
Western Alliance Bancorp PREFERRED STOCK 0 9,400 9,400 0.10% $244.02K
Air Canada 2021 TERM LOAN B 0 225,000 225,000 0.09% $226.22K
SeaWorld Parks & Entertainment, Inc. 0 200,000 200,000 0.08% $199.63K
Parexel International Corporation 2021 1st Lien Term Loan 0 195,000 195,000 0.08% $195.27K
Intelsat Jackson Holdings S.A. 2021 DIP Term Loan 0 188,040 188,040 0.08% $189.69K
T/L QUARTERNORTH ENERGY HOLDING INC REGD 0.00000000 0 155,825 155,825 0.06% $156.80K
The Goldman Sachs Group, Inc. 0 150,000 150,000 0.06% $150.19K
ASURION TERM B4 2LN 01/20/2029 0 150,000 150,000 0.06% $149.49K
Capital One Financial Corp., Series I, Pfd. 0 5,500 5,500 0.06% $145.58K
First Student Bidco Inc 0 144,598 144,598 0.06% $143.98K
CENTURI GROUP I 07/01/32 0 100,000 100,000 0.04% $100.08K
KKR Apple Bidco LLC 2023 Term Loan 0 100,000 100,000 0.04% $100.04K
ANTICIMEX TERM B 1LN 11/16/2028 0 100,000 100,000 0.04% $99.94K
Sycamore Buyer LLC 0 100,000 100,000 0.04% $99.81K
McGraw-Hill Global Education Holdings, LLC 2021 Term Loan 0 80,000 80,000 0.03% $80.34K
Clean Harbors Inc, Senior Secured First Lien Term Loan 0 75,000 75,000 0.03% $75.16K
DIVERSEY TERM B 1LN 09/29/2028 0 70,000 70,000 0.03% $70.14K
First Student Bidco Inc, Term Loan C 0 53,402 53,402 0.02% $53.18K
Global Medical Response, Inc. - 2018 Term Loan 0 50,000 50,000 0.02% $50.26K
Reynolds Group Holdings Inc. , Term Loan B 0 50,000 50,000 0.02% $50.00K
Grinding Media, Inc., Term Loan 0 45,000 45,000 0.02% $45.17K
Dexko Global Inc 0 45,000 45,000 0.02% $45.02K
24 Hour Fitness Worldwide, Inc., Exit Delayed Draw Term Loan 0 48,066 48,066 0.02% $43.26K
CHG Healthcare Services Inc 0 40,000 40,000 0.02% $40.11K
Zurn Holdings Inc 0 40,000 40,000 0.02% $40.08K
CCC Intelligent Solutions Inc. Term Loan B 0 35,000 35,000 0.01% $35.01K
TK Elevator US Newco, Inc 0 32,000 32,000 0.01% $32.10K
Surgery Center Holdings Inc 2021 TERM LOAN 0 31,920 31,920 0.01% $32.01K
RADIATE HOLDCO LLC TLB 3.5 0 31,920 31,920 0.01% $31.93K
Crown Finance US, Inc., Term Loan B1 0 27,232 27,232 0.01% $29.31K
Sparta US HoldCo LLC 2021 Term Loan 0 21,000 21,000 0.01% $21.07K
WEBSTP TL B 1L USD 0 15,590 15,590 0.01% $15.64K
Security Shares Jun 2021 Shares Sep 2021 Δ shares End % Δ value
SEVEN & I HOLDIN 90,500 0 -90,500 0.00% -$4.34M
BRISTOL-MYERS SQUIBB CO 41,702 0 -41,702 0.00% -$2.79M
Taylor Wimpey PLC ORD GBP0.01 1,044,192 0 -1,044,192 0.00% -$2.30M
INFINEON TECHNOLOGIES AG COMMON STOCK 55,179 0 -55,179 0.00% -$2.22M
EVERGY INC 30,546 0 -30,546 0.00% -$1.85M
MERRILL LYNCH INTL CO CV WARRANT EXPIRES 09/29/21 0.00000000 24,000 0 -24,000 0.00% -$1.12M
TERM LOAN B 750,000 0 -750,000 0.00% -$746.78K
SeaWorld Parks & Entertainment, Inc. 601,497 0 -601,497 0.00% -$598.11K
CORPORATE TERM LOAN 500,000 0 -500,000 0.00% -$500.86K
TERM LOAN B 498,701 0 -498,701 0.00% -$495.31K
Zayo Group Holdings Inc USD Term Loan 445,395 0 -445,395 0.00% -$441.25K
HUNTINGTON BANCSHARES INC /PREFERRED/ 0.00000000 15,475 0 -15,475 0.00% -$387.03K
PETSMART (ARGOS) TL-B1 (L+300) (FLR 1.0) 4.00% 03-11-22 370,000 0 -370,000 0.00% -$370.74K
PROOFPOINT TERM 1LN 08/31/2028 358,000 0 -358,000 0.00% -$356.44K
CAPITAL ONE FINANCIAL CO REGD V/R /PERP/ SER E 5.55000000 340,000 0 -340,000 0.00% -$341.22K
Fieldwood Energy LLC 552,516 0 -552,516 0.00% -$298.36K
BANK LOAN NOTE 280,000 0 -280,000 0.00% -$280.83K
INCREMENTAL US TERM LOANS 279,336 0 -279,336 0.00% -$279.03K
Citizens Financial Group, Inc., Series A 275,000 0 -275,000 0.00% -$275.00K
INTELSAT JACKSON DIP TL (L+550) (FLR 1.00) 6.5% 07-13-22 137,373 0 -137,373 0.00% -$138.58K
Stifel Financial Corp., Series A, Pfd. 4,796 0 -4,796 0.00% -$123.16K
Syneos Health, Inc., Term Loan B 120,930 0 -120,930 0.00% -$120.85K
FIELDWOOD 79,871 0 -79,871 0.00% -$83.07K
Fieldwood Energy LLC 267,130 0 -267,130 0.00% -$26.71K
MetroNet Systems Holdings LLC, Delayed Draw 1st Lien Term Loan 25,000 0 -25,000 0.00% -$25.07K
SPARTA US HOLDCO LLC TLB 3.0 21,000 0 -21,000 0.00% -$21.05K
Frontier Communications Holdings LLC 1,863 0 -1,863 0.00% -$1.87K
FIELDWOOD ENERGY LLC COMMON SHARES 1,923 0 -1,923 0.00% -$2
Fieldwood Energy LLC 388 0 -388 0.00% -$0
Security Shares Jun 2021 Shares Sep 2021 Δ shares End % Δ value
Fixed Income Clearing Corporation 3,990,771 5,831,100 1,840,330 2.38% $1.84M
SIEMENS AG-REG /EUR/ 0.00000000 25,129 33,210 8,081 2.22% $1.44M
SK TELECOM COMMON STOCK KRW100.0 14,746 16,052 1,306 1.78% $169.43K
CISCO SYSTEMS INC 69,894 77,289 7,395 1.72% $502.46K
WELLS FARGO & CO 70,786 89,245 18,459 1.69% $935.96K
ASTRAZENECA PLC SPONS ADR 53,117 68,486 15,369 1.68% $931.56K
WALMART INC 18,697 27,566 8,869 1.57% $1.21M
DUPONT DE NEMOURS INC 35,470 52,378 16,908 1.45% $815.45K
NINTENDO CO LTD COMMON STOCK 7,325 7,375 50 1.44% -$714.39K
National Grid PLC ORD GBP0.12431289 206,203 277,251 71,048 1.35% $680.81K
CHEVRON CORP 27,146 32,045 4,899 1.33% $407.69K
NORDEA BANK ABP 164,900 233,187 68,287 1.23% $1.18M
GENERAL MOTORS CO 54,104 56,335 2,231 1.21% -$231.92K
BHP GROUP PLC 88,362 90,221 1,859 0.93% -$341.66K
CHANGE HEALTHCARE HOLDINGS INC. 3/1/2024 548,038 597,995 49,957 0.24% $49.96K
Atotech B.V. 2021 USD Term Loan B 34,747 597,250 562,503 0.24% $562.58K
Informatica LLC, 2020 USD Term Loan B 498,737 529,394 30,656 0.22% $31.86K
Charles Schwab Corp. (The), Series G 300,000 475,000 175,000 0.22% $196.25K
ALLY FINL. INC F2V 458,600 483,600 25,000 0.21% $28.38K
Stifel Financial Corp., Series B, Pfd. 9,050 13,050 4,000 0.15% $107.38K
24 Hour Fitness Worldwide Inc 2025 Term Loan 203,390 204,591 1,200 0.12% $2.52K
THE HERTZ CORPORATION 6/30/2028 253,403 280,699 27,296 0.11% $27.76K
Prime Security Services Borrower, LLC, Term Loan 250,000 280,670 30,670 0.11% $30.63K
Synchrony Financial, Series A, Pfd. 6,448 10,448 4,000 0.11% $102.13K
NYCB 6 3/8 PERP 6,200 9,600 3,400 0.11% $95.58K
MetroNet Systems Holdings, LLC 2021 1st Lien Term Loan 225,000 250,000 25,000 0.10% $25.35K
Crown Finance US Inc 2018 USD Term Loan 295,146 296,553 1,407 0.10% -$15.58K
Birkenstock GmbH & Co. KG, Term Loan B 200,000 231,420 31,420 0.09% $31.21K
ZoomInfo LLC, 1st Lien Term Loan 89,071 125,071 36,000 0.05% $36.12K
CHS Inc., Series 3, Pfd. 1,705 3,905 2,200 0.04% $61.44K
HGIM Corp., Term Loan 110,501 116,216 5,715 0.04% $4.40K
Crown Finance US, Inc. 2020 Term Loan B1 45,498 46,447 949 0.02% $41
THE HERTZ CORPORATION 6/30/2028 47,737 52,737 5,000 0.02% $5.09K
Travelport Finance Luxembourg SARL, First Lien, Priority CME Term Loan 23,351 24,706 1,355 0.01% $1.14K
T/L FRONTIER COMMUNICATIONS CORPORATION REGD 0.00000000 10,348 12,180 1,832 0.00% $1.82K
Security Shares Jun 2021 Shares Sep 2021 Δ shares End % Δ value
DHL GROUP /EUR/ 0.00000000 95,195 93,212 -1,983 2.39% -$637.92K
ELEVANCE HEALTH INC 12,532 12,142 -390 1.85% -$258.18K
JPMORGAN CHASE and CO 30,293 25,802 -4,491 1.72% -$488.24K
CITIGROUP INC 71,056 58,952 -12,104 1.69% -$889.96K
GENERAL DYNAMICS CORPORATION 21,584 20,763 -821 1.66% $6.77K
ORACLE CORP 52,767 46,397 -6,370 1.65% -$64.81K
MICROSOFT CORP 17,998 14,192 -3,806 1.63% -$874.65K
COMCAST CORP CL A 72,346 70,215 -2,131 1.60% -$198.04K
MEDTRONIC PLC 32,341 31,207 -1,134 1.60% -$102.69K
ING GROEP N.V. SPONSORED ADR ADR 259,605 257,687 -1,918 1.52% $296.71K
SAMSUNG ELECTRONICS PREF PREFERENCE 68,408 63,198 -5,210 1.50% -$790.42K
NUTRIEN LTD 51,393 51,008 -385 1.35% $196.72K
EVEREST RE GROUP 12,086 11,995 -91 1.23% -$37.69K
AGEAS 63,137 57,948 -5,189 1.17% -$638.99K
HAKUHODO DY HOLDINGS INC COMMON STOCK 168,700 165,600 -3,100 1.16% $222.37K
FRESENIUS MEDICAL CARE AG COMMON STOCK 41,239 40,512 -727 1.16% -$585.12K
INDUSTRIA DE DISENO TEXTIL 78,811 75,982 -2,829 1.14% $13.25K
DARDEN RESTAURANTS INC 20,475 17,841 -2,634 1.10% -$286.77K
OVERSEA-CHINESE BANKING CORP L COMMON STOCK 362,089 317,489 -44,600 1.09% -$553.35K
BANK LEUMI LE-ISRAEL /ILS/ 0.00000000 359,171 309,049 -50,122 1.07% -$110.66K
GlaxoSmithKline Pharma Ltd. 115,875 68,277 -47,598 1.06% -$2.01M
ALLIANZ SE REGISTERED /EUR/ 0.00000000 12,025 11,603 -422 1.06% -$401.32K
MITSUI + CO LTD COMMON STOCK 135,200 115,700 -19,500 1.03% -$515.47K
AIR LIQUIDE SA 15,868 15,789 -79 1.03% -$253.69K
LOWES COS INC 12,601 12,410 -191 1.03% $73.28K
Deutsche Borse AG ADR 157,886 153,705 -4,181 1.01% -$265.01K
TINGYI (CAYMAN ISLN) HLDG CO COMMON STOCK USD.005 1,446,500 1,282,500 -164,000 0.97% -$503.27K
TOPSPORTS INTERN 2,070,000 1,698,000 -372,000 0.79% -$1.46M
Golden Nugget (fka Landry's) Term Loan B 275 2023-10-01 997,171 994,341 -2,829 0.40% -$112
1011778 BC ULC 916,904 914,577 -2,327 0.37% -$827
CSC Holdings, LLC 863,763 861,553 -2,209 0.35% -$2.03K
AECOM, Term Loan B 750,000 748,125 -1,875 0.31% -$1.55K
Corpay Technologies Operating Company LLC 2021 Term Loan B4 750,000 748,125 -1,875 0.30% -$2.60K
PPD Inc 748,125 746,250 -1,875 0.30% -$2.24K
CABLE ONE INC 2021 TERM LOAN B4 750,000 748,125 -1,875 0.30% -$3.51K
RACKSPACE TECHNOLOGY GLOBAL TERM B 1LN 02/15/2028 750,000 748,125 -1,875 0.30% -$3.33K
DAYFORCE INC 648,473 645,528 -2,946 0.26% -$2.10K
Epicor Software Corporation 2020 Term Loan 593,622 592,127 -1,495 0.24% -$945
Sophia LP 577,989 576,537 -1,452 0.24% $165
T/L MILANO ACQUISITION CORP REGD 0.00000000 569,125 567,699 -1,426 0.23% -$2.14K
Axalta Coating Systems Dutch Holding B BV, Term Loan B3 552,822 551,185 -1,637 0.22% $496
INSULET TERM B 1LN 05/04/2028 500,000 498,750 -1,250 0.20% -$890
Delta TopCo Inc 2020 Term Loan B 500,000 498,750 -1,250 0.20% -$1.69K
Air Medical Group Holdings, Inc. 498,750 497,500 -1,250 0.20% -$1.51K
Adient US LLC, Term Loan B 500,000 498,750 -1,250 0.20% -$1.43K
DT Midstream, Inc., First Lien Initial Term Loan 500,000 498,750 -1,250 0.20% -$2.29K
T/L ALLIANT HOLDINGS INTERMEDIATE LLC REGD 0.00000000 500,000 497,692 -2,308 0.20% -$2.69K
Genesee & Wyoming Inc (New) Term Loan 493,755 492,500 -1,255 0.20% -$940
Altice France S.A., Term Loan B13 487,500 486,250 -1,250 0.20% -$1.83K
WEX Inc., Term Loan 486,379 485,160 -1,219 0.20% $287
Charter Communications Operating, LLC 2019 Term Loan B2 462,140 460,964 -1,176 0.19% -$624
INITIAL TERM 514,617 440,320 -74,297 0.18% -$72.71K
MKS Instruments, Inc., Term Loan B6 437,807 435,445 -2,362 0.18% -$2.14K
T/L CLEAR CHANNEL OUTDOOR HOLDINGS INC ZCP REGD 0.00000000 440,140 439,020 -1,120 0.18% $378
TEACLL TL B 1L USD 422,680 421,613 -1,067 0.17% -$762
iHeartCommunications Inc 2020 Term Loan 460,374 414,616 -45,758 0.17% -$44.95K
Univar Solutions USA Inc/Washington 396,770 395,778 -992 0.16% -$1.17K
Froneri Lux Finco Sarl 2020 USD Term Loan B2 386,100 385,125 -975 0.16% $388
YUM BRANDS TERM LOAN B 03/15/ 2021 TERM LOAN B 478,981 374,062 -104,918 0.15% -$105.44K
T/L CSC HOLDINGS LLC REGD 0.00000000 359,315 358,405 -910 0.14% -$1.86K
Signature Aviation Term Loan B 275 2028-04-06 375,000 350,393 -24,607 0.14% -$22.92K
Caesars Resort Collection, LLC, Term Loan B, First Lien 352,306 351,393 -913 0.14% $50
Onex TSG Intermediate Corp., Term Loan B 330,000 329,175 -825 0.14% -$534
REYNOLDS TERM B 1LN 01/30/2027 331,426 330,469 -956 0.13% $671
T/L LIONS GATE CAPITAL HOLDING LLC REGD 0.00000000 331,351 330,076 -1,275 0.13% -$1.96K
2021 TERM LOAN B 300,390 299,637 -753 0.12% -$793
Alliance Laundry Systems LLC Term Loan B 295,286 294,536 -750 0.12% -$700
T/L UBER TECHNOLOGIES INC. REGD 0.00000000 290,123 289,376 -748 0.12% -$701
Avolon TLB Borrower 1 (US) LLC, Term Loan B4 276,490 275,093 -1,396 0.11% -$644
UNITED AIRLINES TERM B 1LN 04/21/2028 250,000 248,750 -1,250 0.10% -$2.60K
JAZZ PHARMACEUTICALS TERM B 1LN 05/05/2028 250,000 249,375 -625 0.10% -$1.07K
PERCOR TL B 1L USD 249,375 248,750 -625 0.10% -$1.20K
CNT Holdings I Corp, Term Loan 250,000 248,750 -1,250 0.10% -$1.09K
DUN + BRADSTREET CORP Term Loan 249,373 248,747 -627 0.10% $391
Light & Wonder, Inc., First Lien Term Loan 250,000 248,711 -1,289 0.10% -$588
VERTIV TERM B 1LN 03/02/2027 247,505 246,884 -620 0.10% -$677
Asurion LLC 2020 Term Loan B8 249,373 248,747 -627 0.10% -$1.47K
ZELIS TERM B 1LN 09/30/2026 246,881 245,644 -1,238 0.10% -$1.56K
Acrisure, LLC - Senior 246,875 246,250 -625 0.10% -$183
WILLIAM MORRIS ENDEAVOR TLB 2.75 250,000 248,659 -1,341 0.10% -$1.69K
H B FULLER CO TERM LOAN 254,632 242,948 -11,684 0.10% -$12.02K
SRAM, LLC , Term Loan B 250,000 238,636 -11,364 0.10% -$10.54K
Endo Luxembourg Finance Co. I S.a.r.l., Term Loan 239,877 239,276 -601 0.10% $2.38K
Fly Funding II S.a.r.l. 2019 Term Loan B 215,661 212,227 -3,434 0.09% -$2.56K
FrontDoor Inc 2021 Term Loan B 200,000 199,500 -500 0.08% -$1.00K
Asurion LLC 2018 Term Loan B6 233,014 200,018 -32,996 0.08% -$32.95K
Broadstreet Partners Inc 2020 Term Loan B 197,500 197,000 -500 0.08% -$1.09K
T/L SS&C TECHNOLOGIES INC REGD ZCP 0.00000000 206,039 192,966 -13,074 0.08% -$12.61K
Gates Global LLC 2021 Term Loan B3 166,826 166,407 -419 0.07% -$307
Advanced Drainage Systems Inc Term Loan B 156,964 156,339 -625 0.06% -$1.12K
Boxer Parent Company Inc. - Senior 154,441 153,996 -444 0.06% -$395
IRB Holding Corp 150,000 149,248 -752 0.06% -$520
SS&C European Holdings Sarl 2018 Term Loan B4 156,541 146,122 -10,419 0.06% -$10.06K
Nexstar Broadcasting, Inc., 1st Lien Term Loan B 151,801 137,570 -14,232 0.06% -$13.84K
MCAFEE TL-B 1ST LIEN (L+375) 3.87075% 09-30-24 146,995 126,323 -20,672 0.05% -$20.66K
CLARIOS GLOBAL LP 4/30/2026 136,298 126,781 -9,517 0.05% -$8.93K
T/L ASPLUNDH TREE EXPERT LLC REGD 0.00000000 114,138 113,850 -288 0.05% -$318
WideOpenWest Finance LLC 2017 Term Loan B 193,752 97,781 -95,971 0.04% -$95.83K
CSC Holdings LLC 98,210 97,954 -256 0.04% -$310
Serta Simmons Bedding, LLC, First Lien Term Loan 271,315 94,315 -177,000 0.04% -$170.02K
Meredith Corporation 2020 Incremental Term Loan B 79,200 79,000 -200 0.03% -$241
RPI Intermediate Finance Trust 81,930 78,982 -2,948 0.03% -$2.77K
Dynasty Acquisition, Term Loan 77,544 77,346 -197 0.03% $164
CommScope Inc 2019 Term Loan B 91,138 75,944 -15,194 0.03% -$15.15K
SABERT TERM B 1LN 12/10/2026 63,954 63,788 -166 0.03% -$7
NUMERICABLE TERM B-12 01/31/2026 60,139 59,983 -156 0.02% -$155
Herens US Holdco Corp 47,000 46,882 -118 0.02% -$34
JOURNEY PERSONAL CARE CORP 3/1/2028 45,000 44,888 -112 0.02% -$122
Dynasty Acquisition Co. Inc 2020 CAD Term Loan B2 41,690 41,584 -106 0.02% $88
CLEAR CHANNEL OUTDOOR HOLDINGS INC 16,135 14,015 -2,120 0.02% -$4.62K
Crown Finance US, Inc., Term Loan 40,432 40,329 -102 0.01% -$2.24K
Kestrel Bidco Inc Term Loan B 32,265 32,183 -82 0.01% -$201
Riverbed Technology, Inc. 2020 Term Loan B 33,081 32,998 -83 0.01% -$1.81K
Metro-Goldwyn-Mayer, Inc., Term Loan, First Lien 24,496 24,433 -63 0.01% -$103
Diamond Sports Group Term Loan B 325 2026-07-06 33,914 33,827 -86 0.01% $525
Mallinckrodt International Finance S.A., Term Loan B 21,502 21,390 -112 0.01% -$645
AMERICAN AIRLINES INC 12/15/2023 63,361 17,361 -46,000 0.01% -$44.93K
Trans Union, LLC 2019 Term Loan B5 12,036 12,001 -35 0.00% -$27
AMC Entertainment Holdings Inc 2019 Term Loan B 19,426 9,264 -10,161 0.00% -$9.69K
BLKR-LIQ T-INS 9,968,582 7 -9,968,574 0.00% -$9.97M
Security Shares Jun 2021 Shares Sep 2021 Δ shares End % Δ value
Enterprise Products Partners LP 197,380 197,380 0 1.74% -$491.48K
BROADCOM INC SER A CV PFD 8.000% CUM 09-30-22 2,690 2,690 0 1.68% $32.66K
EATON CORP PLC 18,341 18,341 0 1.12% $20.73K
CUMULATIVE CONV PREF 19,040 19,040 0 0.98% $311.30K
PHILIP MORRIS INTL INC 24,078 24,078 0 0.93% -$104.02K
PULTEGROUP INC 49,088 49,088 0 0.92% -$424.61K
INTEL CORP 39,992 39,992 0 0.87% -$114.38K
SEATTLE SPINCO 6/21/2024 813,249 813,249 0 0.33% $1.14K
LUMEN TECHNOLOGIES, INC. 797,557 797,557 0 0.32% $2.08K
Virgin Media Bristol LLC, Term Loan N 750,000 750,000 0 0.30% $1.76K
RegionalCare Hospital Partners Holdings Inc 2018 Term Loan B 715,665 715,665 0 0.29% $698
JPMorgan Chase & Co., Series S 575,000 575,000 0 0.26% -$6.53K
Organon & Co USD Term Loan B 625,000 625,000 0 0.26% $909
PNC Financial Services Group, Inc. (The), Series O 550,000 550,000 0 0.22% $817
Truist Financial Corp., Series P 500,000 500,000 0 0.22% -$3.09K
Zions Bancorp NA 500,000 500,000 0 0.22% -$5.26K
Formula One Group, Term Loan B 509,716 509,716 0 0.21% $915
Ziggo Financing Partnership USD Term Loan I 500,000 500,000 0 0.20% $1.28K
MTB V0 PERP E 450,000 450,000 0 0.20% -$6.19K
BROADCOM INC 997 997 0 0.20% $8.07K
Cobank ACB, 6.250% 4,625 4,625 0 0.20% -$6.94K
Morgan Stanley, Series E, Pfd. 16,725 16,725 0 0.19% -$6.86K
MetLife, Inc., Series E, Pfd. 16,100 16,100 0 0.18% -$9.50K
Wells Fargo & Co., Series L, Conv. Pfd. 295 295 0 0.18% -$13.04K
Marriott Ownership Resorts Inc 435,732 435,732 0 0.18% -$1.47K
US BANKCORP PFD 16,300 16,300 0 0.17% -$7.50K
C V6.25 PERP T 350,000 350,000 0 0.17% -$3.77K
The Allstate Corp., 5.625%, Non-Cumulative, Series G, 04/15/2023 15,015 15,015 0 0.16% -$9.46K
Federal Agricultural Mortgage Corp 15,000 15,000 0 0.16% -$6.15K
T/L MEREDITH CORPORATION REGD 0.00000000 385,825 385,825 0 0.16% $642
ESGR 7 PERP 12,900 12,900 0 0.15% -$3.74K
Verscend Holding Corp 376,205 376,205 0 0.15% -$461
Ply Gem Indust 04/01/2028 374,062 374,062 0 0.15% -$591
ARAMARK SVCS INC 2018 TERM LOAN B3 376,331 376,331 0 0.15% -$4.23K
Duke Energy Corp., Series A, Pfd. 13,200 13,200 0 0.15% -$13.60K
CIT Group, Inc., Series A 350,000 350,000 0 0.15% -$4.07K
GFL Environmental Inc., Term Loan 351,860 351,860 0 0.14% $435
PERPETUAL BONDS 300,000 300,000 0 0.14% -$4.05K
Apttus Corporation, Term Loan 330,417 330,417 0 0.14% -$261
SRE V4.875 PERP 300,000 300,000 0 0.13% $0
T/L UNIVISION COMMUNICATIONS INC REGD 0.00000000 325,259 325,259 0 0.13% $78
Bank of America Corp., Series L, Conv. Pfd. 225 225 0 0.13% $5.94K
LLAKES 8 PERP 300,000 300,000 0 0.13% $1.12K
SPRINGER NATURE TERM B18 1LN 08/14/26 317,399 317,399 0 0.13% -$56
Intelsat Jackson Holdings S.A., Term Loan B3 310,972 310,972 0 0.13% -$1.04K
ASGN Inc 298,540 298,540 0 0.12% -$355
DISCOVER FINANCIAL SVS 5.5%/VAR PERP 275,000 275,000 0 0.12% $3.52K
Athene Holding Ltd 9,800 9,800 0 0.12% $2.55K
American AgCredit Corp 275,000 275,000 0 0.11% $344
Metro-Goldwyn-Mayer Inc 2,099 2,099 0 0.11% -$3.02K
T/L NIELSEN FINANCE LLC REGD 0.00000000 274,261 274,261 0 0.11% -$51
REGIONS FINL CORP NEW T5Y+NA PERP 245,000 245,000 0 0.11% -$539
GM 6 1/2 PERP 240,000 240,000 0 0.11% $1.80K
SVB Financial Group, Series A, Pfd. 9,900 9,900 0 0.11% $594
CHS Inc., Series 2, Pfd. 9,389 9,389 0 0.11% -$4.13K
Sinclair Television Group Inc. Term Loan B1 265,613 265,613 0 0.11% -$610
Hilton Domestic Operating Company, Inc. 2019 Term Loan B2 261,292 261,292 0 0.11% -$77
The Progressive Corp. 250,000 250,000 0 0.11% -$2.75K
WFC V5.875 PERP U 225,000 225,000 0 0.10% -$1.22K
GOGO Intermediate Holdings LLC, Term Loan B 250,000 250,000 0 0.10% $714
CONAIR TERM B 1LN 05/17/2028 250,000 250,000 0 0.10% -$349
Magenta Buyer LLC 2021 USD 1st Lien Term Loan 250,000 250,000 0 0.10% $94
GS 4.95 PERP 236,000 236,000 0 0.10% -$2.09K
Core & Main L.P., Term Loan B 250,000 250,000 0 0.10% $520
Phoenix Guarantor Inc, Term Loan B3 249,375 249,375 0 0.10% $537
Maxar Technologies Ltd., Term Loan B 250,000 250,000 0 0.10% $274
FNB Corp/PA 8,662 8,662 0 0.10% $0
Fifth Third Bancorp, Series I, Pfd. 8,622 8,622 0 0.10% -$6.81K
NCR CORP TLB 2.5 244,375 244,375 0 0.10% $305
Voya Financial, Inc., Series A 225,000 225,000 0 0.10% -$2.45K
Northern Trust Corp., Series D 217,000 217,000 0 0.10% $4.57K
CHS INC PFD 8,257 8,257 0 0.10% $1.07K
Athene Holding Ltd., Series C, Pfd. 8,100 8,100 0 0.09% $1.13K
Phoenix Guarantor Inc. 226,147 226,147 0 0.09% $453
Avolon TLB Borrower 1 US LLC Term Loan B 3 220,524 220,524 0 0.09% -$376
EG America LLC 2018 USD Term Loan 214,949 214,949 0 0.09% $799
PCI Gaming Term Loan B 300 2026-04-22 213,798 213,798 0 0.09% $114
WEST CORP 215,120 215,120 0 0.09% $1.44K
B&G Foods, Inc., Term Loan B4 206,458 206,458 0 0.08% -$53
SVB FINANCIAL GROUP JR SUBORDINA 12/99 VAR 200,000 200,000 0 0.08% $2.69K
GM 5.7 PERP 175,000 175,000 0 0.08% $5.47K
Regions Financial Corp., Series B, Pfd. 6,844 6,844 0 0.08% -$3.15K
KeyCorp, Series E, Pfd. 6,050 6,050 0 0.08% -$1.09K
SECBEN 6 1/2 PERP 175,000 175,000 0 0.07% -$1.09K
People's United Financial, Inc., Series A, Pfd. 5,900 5,900 0 0.07% -$1.48K
Morgan Stanley, Series F, Pfd. 5,400 5,400 0 0.06% -$1.51K
Citigroup Inc., Series J, Pfd. 5,000 5,000 0 0.06% -$2.30K
Charles Schwab Corp/The 125,000 125,000 0 0.05% -$1.88K
TERM LOAN B 120,423 120,423 0 0.05% $169
CoBank ACB PREFERRED STOCK 1,183 1,183 0 0.05% -$2.37K
Goldman Sachs Group, Inc. (The), Series O 100,000 100,000 0 0.04% -$1.84K
Bank of America Corp., Series AA 75,000 75,000 0 0.03% -$580
Bank of America Corp., Series DD 70,000 70,000 0 0.03% $426
RP TL B 1L USD 80,000 80,000 0 0.03% -$14
INTELSAT JACKSON TL-B5 6.625% 01-02-24 64,000 64,000 0 0.03% -$92
COBKAC 6 1/4 PERP 50,000 50,000 0 0.02% $1.41K
M&T Bank Corp., Series F 50,000 50,000 0 0.02% $50
Citigroup Inc., Series W 50,000 50,000 0 0.02% $122
COF V3.95 PERP M 50,000 50,000 0 0.02% $438
Intelsat Jackson Holdings S.A., Term Loan B4 40,000 40,000 0 0.02% -$71
West Corporation, Term Loan B1 36,975 36,975 0 0.01% $327
IHEARTCOMMUNICATIONS INC 8.375000% 05/01/2027 26,035 26,035 0 0.01% -$65
CUMULUS MEDIA NEW HOLDINGS INC 27,662 27,662 0 0.01% -$77
Avaya Inc 2021 TERM LOAN B2 24,105 24,105 0 0.01% -$32
TRANSOCEAN LTD 3,683 3,683 0 0.01% -$2.69K
Millennium Health LLC 6,140 6,140 0 0.00% -$651
Cineworld Warrant 13,214 13,214 0 0.00% -$1.22K
Millennium Health LLC 5,767 5,767 0 0.00% -$611
Vistra Operations Company LLC, First Lien Term Loan B3 2,951 2,951 0 0.00% -$2
Tribune Co 3,185 3,185 0 0.00% $29
CUMULUS MEDIA INC 1 1 0 0.00% -$2
JPMorgan Chase & Co 1 1 0 -1.06% $247.28K

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